Finance Director- Tulsa

Finance Director

The Finance Director is a senior leadership position responsible for the financial management, reporting, controls, and overall fiscal health of Jewish Tulsa. Reporting to the CEO, the Finance Director provides strategic financial leadership while ensuring strong day-to-day oversight of accounting, budgeting, audit preparation, cash management, compliance, payroll-related administration, and foundation fund operations.

This role supervises the Finance Manager and serves as the primary staff liaison to the Finance Committee, Treasurer, and Board of Directors on matters related to financial reporting, budgeting, internal controls, and organizational fiscal strategy.

Key Responsibilities

Financial Leadership and Oversight

Provide leadership and oversight for the financial operations of Jewish Tulsa

Ensure the accuracy and timeliness of financial reporting, reconciliations, and close processes

Monitor and control organizational cash flow and liquidity

Maintain and strengthen internal controls, policies, and financial procedures

Ensure compliance with applicable accounting standards, laws, regulations, and reporting requirements

Support the CEO in long-range financial planning and organizational decision-making

Budgeting and Financial Analysis

Lead the annual budgeting process in partnership with the CEO and department leaders

Monitor performance against budget and provide variance analysis and recommendations

Prepare forecasts, projections, and other financial planning tools as needed

Provide financial analysis to support major organizational decisions and strategic initiatives

Payroll, HR, and Benefits Administration

Oversee all payroll-related functions and ensure timely, accurate processing and reporting

Oversee HR-related financial administration, including benefit administration and related recordkeeping

Coordinate with internal staff and outside providers on payroll, benefits, and related compliance matters

Help ensure that personnel-related financial processes are accurate, timely, and well managed

Foundation Fund Management

Oversee foundation fund administration, including transfers, processing, tracking, and reporting

Ensure accurate accounting and documentation related to endowed, restricted, designated, and other foundation-related funds

Support timely and accurate reporting for foundation and investment-related activity

Work closely with relevant staff, committees, and outside partners on fund administration and stewardship

Audit, Compliance, and Professional Service Providers

Lead preparation for the annual audit and serve as primary liaison to external auditors

Retain and oversee legal, audit, tax preparation, and investment advisory service providers

Coordinate relationships with banks, accountants, auditors, insurance providers, and other outside financial partners

Oversee preparation of financial materials and supporting documentation for annual filings and compliance requirements

Help monitor organizational risk and appropriate insurance coverage

Board and Committee Interface

Serve as the primary staff liaison to the Finance Committee, Treasurer, and Board of Directors on financial matters

Prepare monthly and year-end financial reports, dashboards, and supporting materials for lay leadership

Support the Treasurer in presenting financial information clearly and effectively to the Board

Staff the Finance Committee and help guide committee work related to budget, oversight, reporting, and financial policy

Provide clear and timely financial insights to support strong governance and informed decision-making

Staff Supervision

Directly supervise the Finance Manager

Provide guidance, accountability, and support to ensure strong performance and execution of day-to-day accounting functions

Partner with the Finance Manager to ensure timely completion of payables, receivables, reconciliations, reporting, and other finance operations

Additional Responsibilities

Perform other duties as required or assigned

Qualifications

At least 5 years of progressive experience in accounting, finance, or nonprofit financial management

Strong knowledge of budgeting, financial reporting, internal controls, audit preparation, and cash management

Experience with payroll, benefits administration, and fund accounting preferred

Experience presenting financial information to boards or committees preferred

Supervisory experience required

Strong Excel and financial systems experience required

Clear communicator with the ability to translate financial information for non-financial audiences

High level of judgment, discretion, accuracy, and organizational skill

Characteristics for Success

Strong stewardship mindset

Strategic and analytical thinker

Highly trustworthy and detail-oriented

Collaborative and steady under pressure

Able to move between high-level strategy and operational detail

Comfortable working closely with professional and lay leadership

Reporting Structure

The Finance Director reports to the CEO and directly supervises the Finance Manager.

Schedule

This is a full-time position. Some evening meetings may be required in connection with Finance Committee and Board meetings.