Congregation Ner Tamid of South Bay is a vibrant and growing Conservative Jewish congregation dedicated to fostering a welcoming, inclusive, and engaging environment for members of all ages. Committed to Jewish tradition and creativity, we strive to create meaningful, enriching experiences and a strong sense of community. In addition to the operations of the synagogue, we operate a year-round early childhood center, the David Preschool.
Position Description The Finance and Operations assistant reports directly to the Director of Finance and the Executive Director and provides proactive and ongoing support to finance, membership management, HR operations, and other organization functions. This role will assist in tasks such as accounts receivable, check printing, data entry, recordkeeping, and report preparation.
Who Are You? You are highly organized, detail-oriented strategic thinker, and have a background in bookkeeping and database management and are comfortable with using technology. You are a team-player who can multitask, trouble-shoot, and be a forward-thinker. With positive energy and a collaborative spirit, you can confidently take charge of projects and ensure their successful execution. You’re comfortable asking clarifying questions, working with diverse stakeholders, and inspiring community engagement.
Key Responsibilities:
Finance Operations
· Accounts receivable: record deposits, record incoming funds, and proactively track receivables
· Accounts payable: manage organizational internal invoice procedures; process vendor invoices and approved check requests, print checks, obtain signature(s), mail to respective vendor, and file paperwork.
· Assist with the monthly reconciliation of corporate credit cards.
· Make weekly runs to bank to deposit checks as needed.
· Collaborate with the development team to reconcile revenue and notify of gifts received to ensure timely preparation of gift invoices and acknowledgements.
· Assist with the annual membership renewal process, including billing and religious school tuition.
· Assist with annual and monthly billing of tuition for the David Preschool
Membership Management
· Maintain membership management CRM / database and ensure completeness and accuracy of information including assisting with data entry, list/report generation, and tasks to ensure the quality and maintenance of the database.
· Generate membership reports
Operations (HR and IT)
· New hire onboarding: Assist with the onboarding of all new employees including, new hire paperwork, payroll and benefits, mandatory background screening, training, and coordinate with various departments and outsourced vendors for building access, computer set-up, email access, and database access .
· Maintaining accurate and up-to-date employee files, records, and documentation.
· Assist with the ongoing maintenance of employee manual.
· Assisting with planning and implementing training programs and events.
· Be a resource between employees and outsourced IT vendor
· Provide additional administrative support as needed.
Other Responsibilities
· As needed, support the Operations team, and provide ongoing organization-wide support to special projects.
· Perform other duties as assigned.
Position Type:
· Non-Exempt, hourly
· Part-Time, 25 hours / week
Compensation:
· $25.00- $27.00/ hour (dependent on experience)
Reports To:
· Director of Finance and Executive Director
Qualifications:
· 2 to 3 years of finance/accounting/bookkeeping experience and /or 2 to 3 years of CRM / database management experience.
· Strong proficiency in Microsoft Office Suite, including managing SharePoint sites
· Experience with Quickbooks Desktop and Online and Shulcloud or other cloud-based membership management system or CRM
· Excellent organizational, project management, and time management skills.
· Ability to work independently, take initiative, and solve problems in a fast-paced environment.
· Excellent written and verbal communication skills.
· Dedicated to efficient productivity.
· Ability to work independently and to work collaboratively in a team.
· Ability to anticipate and solve problems, focus on details, and follow through.
· Self-starter, flexible, motivated, and able to take initiative.
· The ability to keep information confidential is required.