Finance and Administrative Services Manager

PROGRAMS: All Jewish Family Services Programs
FSLA STATUS: Exempt
DIRECT REPORTS: Administrative Support Specialist, Client Services Specialist, Accounting Assistant

POSITION SUMMARY:

The Finance and Administrative Services Manager plays a vital leadership role in overseeing the organization’s finance, risk management, office operations, human resources, and technology functions. Reporting directly to the Executive Director, this position ensures operational efficiency, fiscal responsibility, and compliance with applicable laws and regulations. This is a hands-on role that requires strategic thinking, exceptional organizational skills, and the ability to lead with integrity.

KEY RESPONSIBILITIES:

Financial Management

  • Ensure compliance with JFS financial policies, procedures, and internal controls.
  • Oversee cash management, general ledger, accounts payable/receivable, payroll, and all required filings.
  • Reconcile bank and investment accounts; manage billing functions.
  • Prepare monthly financial and statistical reports with analysis to support strategic planning.
  • Provide monthly finance reports to the Board in collaboration with the Executive Director and Treasurer.
  • Manage budgeting, forecasting, and cost analysis to identify savings opportunities.
  • Oversee investments, including reserves, endowments, retirement plans, and designated funds.
  • Ensure adequate insurance coverage (e.g., D&O, liability, property, workers’ compensation).
  • Coordinate annual independent audit and prepare necessary schedules/documentation.
  • Maintain compliance with corporate, state, and federal nonprofit filing requirements (e.g., Form 990, Charitable Solicitation License).
  • Oversee billing through the Electronic Health Record system.
  • Streamline workflows and processes related to finance, accounting, risk management, and billing.
  • Ensure the integrity of all financial transactions and establish streamlined accounting processes with a focus on efficiency and reporting.

Office Operations

  • Negotiate equipment leases and oversee office supply and equipment needs.
  • Manage vendor relationships for operational services.

Human Resources:

  • Administer HR policies, procedures, and benefits in compliance with all applicable laws.
  • Process payroll, reconcile timesheets/PTO, manage deductions, and handle yearend tax reporting.
  • Document and track employee Paid Time Off.
  • Administer retirement plans and insurance benefits, including enrollments and compliance.
  • Maintain personnel files and manage pre-employment procedures.
  • Conduct workers’ compensation and disability audits.

Information Technology:

  • Serve as the subject matter expert for technology functionality.
  • Collaborate with Foundation of Shalom Park IT staff to meet staff and program needs.
  • Maintain an updated inventory of technology equipment.

Fundraising and Development Support:

  • Track donation documentation and gift designations.
  • Respond to donor inquiries regarding contributions and fund use.
  • Ensure reconciliation between donor management and finance records.

Supervisory & Strategic Leadership

  • Provide orientation, training, supervision, and annual evaluations for direct reports.
  • Manage workload assignments for front office staff.
  • Foster professional growth for team members.
  • Serve as a member of the Management Team and participate in Board committees as assigned.
  • Attend Board meetings as needed and prepare relevant reports and materials.

KNOWLEDGE, SKILLS, AND ABILITIES:

  • Proficiency in nonprofit accounting and compliance requirements.
  • Experience managing multiple funding streams and nonprofit audits.
  • Strong knowledge of GAAP and financial reporting best practices.
  • Excellent written and verbal communication skills.

QUALIFICATIONS:

  • Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
  • Minimum of five years’ experience in a finance-related position (nonprofit experience preferred).
  • Experience in human resources functions strongly preferred.
  • Advanced proficiency with Microsoft Office and finance database systems.
  • Strong interpersonal skills with the ability to collaborate at all organizational levels.
  • Proven supervisory experience and leadership skills.
  • Strong organizational skills, attention to detail, and the ability to multitask in a fastpaced environment.
  • Commitment to exceptional customer service and teamwork.

WHY JOIN US?

At Jewish Family Services of Greater Charlotte, you will be part of a mission-driven organization dedicated to serving the community with compassion and excellence. In addition to standard Federal Holidays, our employees also enjoy paid Jewish Holidays that fall during the work week, providing more opportunities for rest, celebration, and connection. JFS is located on a large campus with access to a state-of-the-art cultural and fitness community center and pre-school. The position offers the opportunity to provide community programming along with therapy services and offers excellent benefits. The position is full time with a 35-hour work week and is closed for most National and Jewish holidays.

 

Interested applicants should email their resume to howard.olshansky@jfscharlotte.org.