• Financial and risk management, including overseeing cash flow, collections, accounting and financial reporting, budgeting and allocations, and business insurance for the Greensboro Jewish Federation and its constituent agencies, Jewish Family Services and the Jewish Foundation of Greensboro;• Maintain and improve upon internal controls and financial procedures;• Coordinate and lead audits; liaise with external auditors and the finance committee;• Ensure compliance with corporate filing requirements, including Form 990, Charitable Solicitation Licenses, Property Tax exemption, Annual Report, and other licenses or permits;• Select and implement employee benefits: medical, dental, life, disability, FSA, retirement; serve as Plan Administrator for local Jewish institutions; coordinate employee benefit and enrollment meetings • Prepare bi-monthly payroll and submit payroll taxes; file quarterly reports, 1099s, and W-2s;• Review human resources policies and procedures and make recommendations for improvements to the Executive Director of Personnel Committee; oversaw creation of new employee handbook

• Processed approximately 1,000 distributions annually from Donor Advised, Designated, and Affiliate Funds, including verifying the tax status of potential beneficiary organizations, obtaining Board approval, and preparing correspondence to the organization and donor;• Recorded and acknowledged contributions of cash and securities;• Responded to donors’ inquiries about their fund histories and Foundation policies and procedures;• Selected and implemented accounting software, MicroEdge FIMS, and managed the computer network;• Created reports and materials for investment committee, board, and executive committee;• Wrote and edited copy for the Greensboro Jewish Federation newspaper, the Foundation’s quarterly newsletter, website, brochures, and other marketing materials;• Assisted with the development and implementation of programs and events