About JVS:
Jewish Vocational Services Inc. (JVS) is a mission-driven non-profit organization dedicated to empowering individuals and strengthening communities. With an annual operating budget exceeding $20 million and diverse funding streams—including government contracts, private grants, and philanthropic support, JVS provides comprehensive employment, education, and training services to thousands of individuals annually.
About JVS:
Jewish Vocational Services Inc. (JVS) is a mission-driven non-profit organization dedicated to empowering individuals and strengthening communities. With an annual operating budget exceeding $20 million and diverse funding streams—including government contracts, private grants, and philanthropic support, JVS provides comprehensive employment, education, and training services to thousands of individuals annually.
JVS is strongly committed to diversity and a workplace environment that respects, appreciates and values employee differences and similarities. By providing and supporting a work culture that fosters and builds upon diversity and its strengths, JVS will better serve our local communities and continue to provide quality services.
JVS is an employment at-will organization and an equal opportunity employer committed to maintaining a work and learning environment free from discrimination on the basis of sex, race, color, religion, national origin, pregnancy, gender identity, sexual orientation, marital/civil union status, ancestry, place of birth, age, citizenship status, veteran status, political affiliation, genetic information or disability, as defined and required by state and federal laws. Additionally, JVS prohibits retaliation against an applicant or employee because he or she has engaged in protected activity under the statutes prohibiting discrimination in the workplace.
Position Overview:
Reporting to the CEO, the Chief Financial Officer (CFO) serves as a key member of the executive leadership team and the organization’s senior financial strategist. Reporting directly to the President & CEO and working closely with the Board of Directors, the CFO provides strategic financial leadership and oversight for all aspects of financial management, planning, reporting, and compliance.
This executive role requires a visionary financial leader who can balance long-term strategic planning with operational excellence. The CFO plays a critical role in driving financial sustainability, supporting organizational growth, and ensuring the highest standards of fiscal stewardship and transparency.
Key Responsibilities
Strategic Financial Leadership:
Serve as the chief financial strategist and trusted advisor to the CEO and Board of Directors on all financial matters
Develop and execute comprehensive financial strategies that support organizational mission, sustainability, and long-term growth
Lead multi-year strategic financial planning and scenario modeling to inform organizational priorities and resource allocation
Provide strategic financial analysis and recommendations on major organizational initiatives, partnerships, and program expansion
Identify and assess financial risks and opportunities, developing mitigation strategies and contingency plans
Partner with executive leadership to align financial resources with strategic priorities
Financial Planning, Budgeting and Forecasting:
Lead the development and execution of the annual organizational budget aligned with strategic priorities and mission impact
Develop advanced financial models and forecasting tools to support data-driven decision making
Create and maintain rolling forecasts and scenario planning models
Establish a comprehensive KPI framework to monitor organizational financial health and performance
Oversee capital planning and major financial commitments
Drive the budget development process with department leaders to ensure alignment and accountability
Financial Reporting and Compliance:
Ensure accurate, timely, and comprehensive financial reporting for internal stakeholders, the Board of Directors, funders, and regulatory agencies
Present financial reports, analysis, and recommendations to the Board of Directors and the Finance & Audit Committee
Ensure compliance with GAAP, non-profit accounting standards, and all applicable laws and regulations
Maintain strong internal controls and financial policies to safeguard organizational assets
Treasury and Risk Management:
Oversee cash flow management, banking relationships, and treasury operations
Manage the organization’s investment portfolio in alignment with Board-approved investment policies
Develop and monitor cash flow projections to ensure ongoing liquidity
Manage debt obligations, lines of credit, and financial institutional relationships
Oversee insurance coverage and enterprise risk management strategies
Systems and Process Leadership:
Drive continuous improvement of financial systems, processes, and infrastructure
Champion optimization and full utilization of financial technology platforms, including NetSuite and financial planning tools
Lead evaluation, selection, and implementation of financial system enhancements
Ensure efficiency and integration across financial systems
Establish standardized financial processes and documentation across the organization
Leadership and Team Development:
Provide strategic leadership, mentorship, and professional development for the finance function
Build and sustain a high-performing, collaborative finance team culture focused on service excellence
Directly supervise senior finance leadership, including the Controller and senior financial staff
Foster strong cross-functional partnerships with programmatic and administrative teams
Develop succession planning and a strong talent pipeline within the finance function
Required Qualifications:
Education and Credentials
Bachelor’s degree in accounting, Finance, Business Administration, or related field required
MBA, CPA, or CMA required; CPA strongly preferred
Master’s degree in a relevant field preferred
Experience:
Minimum of 15 years of progressive financial leadership experience
7–10 years in an executive-level CFO or equivalent senior finance role
Experience managing finances of organizations with $20M+ budgets and complex funding streams
Deep expertise in non-profit financial management, compliance, and reporting
Proven experience with government contracts and/or foundation grants
Demonstrated success leading financial transformations and system implementations
Technical and Strategic Skills:
Expert knowledge of GAAP and non-profit accounting principles
Advanced financial modeling, forecasting, and scenario planning skills
Strong experience with ERP systems; NetSuite experience highly preferred
Advanced Excel and financial planning/analysis tool proficiency
Strong understanding of regulatory and compliance requirements, including Uniform Guidance
Ability to identify systemic issues and implement scalable solutions
Leadership and Communication:
Executive presence with exceptional communication and influencing skills
Ability to translate complex financial data into clear, actionable insights
Proven ability to build, develop, and lead high-performing finance teams
Strategic thinker with strong judgment and organizational awareness
Collaborative leadership style with strong relationship-building skills
Preferred Qualifications
Prior CFO experience in non-profit human services, workforce development, or social services
Experience with financial planning platforms such as Workday Adaptive Planning or Solver
Experience with indirect cost rate development and negotiations
Knowledge of workforce development or vocational services programs
Public speaking or external presentation experience
Key Competencies and Attributes:
Strategic Vision: Aligns financial strategy with mission and long-term impact
Executive Leadership: Operates effectively at the highest organizational levels
Financial Expertise: Applies deep technical knowledge to complex challenges
Innovation: Drives modernization and continuous improvement
Mission Alignment: Leads with commitment to JVS’s purpose and community impact
Collaboration: Integrates financial and programmatic perspectives
Integrity: Demonstrates the highest standards of ethics and stewardship
Adaptability: Thrives in a dynamic, complex environment
Results Orientation: Delivers outcomes with accountability and discipline
