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Chief Financial Officer
UJA-Federation of New York. Lead the Finance function across UJA entities and operating activities, with accountability for financial stewardship, planning, reporting, controls and team performance .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial stewardship, strategic planning, and governance capabilities while leading and developing high-performance finance teams. Proven ability to influence stakeholders and align financial strategies with organizational priorities.
Highest-signal resume keywords
CPA DesignationSenior Financial Leadership ExperienceGovernance OversightInvestment OversightRisk Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingBudgetingForecastingScenario AnalysisInternal ControlsComplianceFinancial AnalysisResource AllocationStrategic PlanningPerformance Management
Soft Skills
Influencing Without AuthorityBuilding AlignmentMentoringRelationship BuildingConsensus-Driven Leadership
Certifications & Qualifications
CPA
Industry Keywords
Financial StewardshipBoard ExperiencePhilanthropic OrganizationsCommunity EngagementOrganizational Change
About the role
Key responsibilities & impact- Lead the Finance function across UJA entities and operating activities, with accountability for financial stewardship, planning, reporting, controls and team performance
- Lead the annual budget process and strengthen multi-year planning, forecasting and scenario analysis
- Align financial plans with strategic priorities
- Lead resource allocation, reserve strategy and long-term sustainability planning
- Help leadership assess competing priorities and strengthen UJA’s financial resilience
- Oversee investments and organizational assets with Board committees and advisors
- Lead financial reporting and discussions with the Board and relevant committees
- Provide context, insight and recommendations to support decision-making
- Oversee the annual audit, internal controls, governance and compliance, including CRA requirements
- Identify, understand and address financial and other risks
- Lead, mentor and develop the finance team
- Establish clear accountabilities, succession depth and a culture of ownership and continuous improvement
- Champion systems, data and process improvements
- Strengthen financial acumen across the organization
- Build trusted relationships with professional leadership, Board and committee members, lay leaders, donors, partner agencies and other stakeholders
Requirements
What you’ll need- CPA designation
- Senior financial leadership experience, ideally as a CFO or equivalent, within a complex organization with multiple stakeholders and competing priorities
- Demonstrated success as a strategic partner to a CEO, senior leadership team and Board
- Ability to influence effectively without relying solely on formal authority
- Proven ability to succeed in a consensus-driven environment and build alignment across stakeholders with differing perspectives and priorities
- Board experience is highly valued, particularly with philanthropic or community organizations that combine fundraising with meaningful operating activities
- Track record of developing high-performance finance teams, developing leaders and leading thoughtful organizational change
- Strong governance, investment oversight, risk and analytical capabilities
- Ability to translate financial information into clear implications and choices for non-financial stakeholders
- Strategic orientation while being sufficiently hands-on to understand the function, people and processes during a period of transition and evolution
- Passion for UJA’s mission and appreciation for the complexity of serving a broad and highly engaged community
- Successful professional references and background checks, including Social Media Account(s) and a Police Records Check/Vulnerable Sector Screening
- Qualified applicants must submit a cover letter and resume
Benefits
Comp & perks- Flexible work schedule
- Hybrid work arrangement
- Rich time off policy
- Offices closed on all Jewish holy days (yom tov)
- Early office closures to observe the Jewish Sabbath (Shabbat)