Note: The job is a remote job and is open to candidates in USA. Milton Gottesman Jewish Day School of the Nation's Capital is an independent, community Jewish day school serving students from Pre-Kindergarten through Grade 8. The Finance and Strategy Associate will support accounting and finance functions, executive operations, strategic initiatives, advancement activities, and admissions and retention efforts while developing experience in nonprofit finance and project management.
Responsibilities
- Assist with accounts payable (AP), accounts receivable (AR), and the business office more generally
- Handle AP and expense management tasks such as invoice routing and processing, addressing issues with invoices as they arise, and coordinating with vendors
- Coordinate credit card reconciliation, including collecting documentation and coding expenses
- Manage tuition/fee billing and provide payroll support, as needed
- Support annual financial and retirement audit preparation
- Assist in developing the annual budget, including engaging with Department Chairs through the budget process, tracking budget to actuals, and creating presentations for the Board and Finance and Investment Committees
- Maintain accurate records of business office transactions and internal documentation
- Manage Excel mail merges to communications and segmentation that will enable personalized experiences for community members
- Support donor data entry and updates in the advancement database
- Conduct basic research to support donor cultivation and stewardship
- Provide advancement event support and logistics, including preparation of materials and coordination with other teams
- Produce and send acknowledgement letters for donations
- Assist with donor stewardship communications, ensuring timely follow-up and accurate tracking
- Support tracking and execution of the strategic plan
- Support the Chief Strategy and Operations Officer with special projects
- Assist with admissions tours (logistics and scheduling)
- Support admissions events through logistics and attendance, acting as a welcoming presence for potential families
- Help with organizing and communicating retention efforts
- Communicate admissions updates and information to families as needed
- Support outreach and recruitment processes for prospective families
- Handle admissions data entry and ensure accuracy across systems
Skills
- Exceptional organization, attention to detail, and communication skills; ability to juggle multiple tasks and help to drive a mission forward
- Thirst to learn and tackle challenges with curiosity and creativity
- A team-oriented approach with a sense of flexibility and purpose
- Strong Excel skills and/or experience with CRM software a plus; you have the ability to learn new technologies quickly and can help to teach others
Company Overview