Finance Director

Position Summary

We are expanding our national team and seeking a warm, organized, relationship-oriented Finance Director as NA'AMAT USA's senior financial leader and sole finance staff position, owning the organization's financial operations from day-to-day bookkeeping and monthly close through Committee-level reporting, audit management, and HR vendor relationships. Reporting directly to the National Executive Director, this role combines hands-on financial management with strategic oversight – recording and reconciling the organization's books, building financial controls and approval processes, and serving as the primary staff contact for the Finance and Investment Committees and external auditors.

Key Responsibilities

Bookkeeping & Month-End Close

Record and reconcile all deposits, transfers, and expenses; maintain the chart of accounts and fund/project coding.
Own the monthly close process end to end, including bank reconciliations and resolution of discrepancies across systems.
Ensure alignment between financial records and CRM/donor records.
Process accounts payable and receivable, including vendor payments and reimbursements.

Finance & Investment Committee Support

Serve as staff liaison to the Finance Committee and Investment Committee, preparing materials and following up on action items.
Monitor compliance with the investment policy and spending policy; track allocation of investment income, gains, and fees.
Manage the relationship with the outside investment manager(s); maintain reporting for named trusts per each trust's governing terms.

Budgeting, Forecasting & Reporting

Develop the annual organization-wide budget and lead budget-to-actual review.
Prepare monthly financial reports for the National Executive Director, Finance Committee, and Board of Directors.
Provide the analytical depth behind board-facing numbers, not just the numbers themselves.

Audit & Compliance

Serve as primary liaison to the external auditor; own annual audit prep and coordination.
Oversee preparation and filing of Form 990 and related schedules.
Ensure restricted-fund and grant reporting meets donor and funder requirements.

Internal Controls & Process Development

Design and implement financial policies and approval workflows currently missing from the organization, beginning with an expense report approval process.
Identify and close other internal control gaps as part of a year-one review.
Maintain an up-to-date financial policy and procedures manual.

HR & Vendor Management

Own the relationship with the organization's PEO, including payroll accuracy and escalation of benefits/compliance issues.
Manage the relationship with insurance brokers and other finance- and HR-adjacent vendors.
Function as vendor manager for HR matters, not as an HR compliance owner.

Qualifications

Required

Bachelor's degree in accounting, finance, or a related field.
5+ years of progressive accounting/finance experience, including nonprofit or fund accounting.
Hands-on bookkeeping and month-end close experience — comfortable owning the books directly, not just overseeing others who do.
Experience managing or coordinating external audits and Form 990 preparation.
Experience designing or implementing financial policies, approval workflows, or internal controls.
Strong Excel skills and comfort working across multiple financial and CRM systems.

Preferred

CPA preferred, not required.
Hands-on, current experience with QuickBooks Online, including chart of accounts management, fund/project coding, and bank reconciliation, and donor/CRM platforms (e.g., Virtuous CRM).
Experience supporting a Finance or Investment Committee.
Experience managing PEO or insurance broker vendor relationships.