Finance and Development Associate

About the Role

This is an exciting time to join our team. We opened the doors of our new, state-of-the-art synagogue in 2024 and have been growing ever since. Every member of our team helps expand our engagement with Jewish and interfaith families, bringing a vibrant and meaningful Judaism to the next generation and broadening what it means to be Jewish in Marin and the Bay Area. Guided by a commitment to accessibility, inclusion, and social justice, we strive to create a welcoming community where all people can participate fully, find belonging, and work together to build a more just and compassionate world.

Position Overview:

The Finance and Development Associate is an individual with strong computer skills, strong organization skills, a customer service approach, stellar telephone manner, and interpersonal skills. This person will interact with Synagogue staff and externally with constituents including congregants, Board members, donors, and volunteers.

Under the direction of the Director of Finance, the Finance and Development Associate duties concerning membership financials, database management, grant management, donor relations, stewardship activities, and administrative assistance, including generating reports and mailings, updating the ShulCloud database, database management and generating acknowledgment letters.

Primary Responsibilities:

The responsibilities of this position intersect through the financial responsibilities but not limited to the following:

Database and spreadsheet management
Deposit all checks through remote scanner
Enter checks into ShulCloud with accuracy, reconciling to the bank deposit amount
Follow up on emails and phone calls for membership matters
Review daily reports to review payments in ShulCloud
With Support from Finance Director, email or call members to set up payment plans
Support monthly reconciliation process for capital and operating expenses
Support report building for finance
Manage gift processing and prepare thank-you letters to donors using Google docs ShulCloud
Manage the tribute process, including: processing gifts, donor acknowledgements, recipient notifications
Manage gift agreements including campaign pledges, acknowledgements and payment reminders
Generate campaign reports
Generate monthly, annual pledge reminders
Support donor/prospect mailings
Produce weekly, monthly and year-end fundraising reports, including monthly board reports
Assist with and may attend fundraising and stewardship events (as necessary)
Assist with answering the phones and support of the office team

Religious School Enrollment & Systems Management

Manage registration, maintain records, communicate with parents, distribute class information to teachers, and maintain the central database
Process tuition payments and scholarships
Maintain synchronized Google Sheets workflows to keep student data consistent across platforms