Finance Manager

Finance Manager

Reports To: Chief Operating Officer

Position Type: Full-Time, Exempt

Location: New York, NY

BACKGROUND

Israel Policy Forum is a nonpartisan U.S. organization that advances policy ideas and educates community leaders to support effective U.S. engagement on the Israeli-Palestinian conflict. We work to strengthen U.S. policy and cultivate an informed community of leaders committed to a viable resolution of the conflict that ensures Israel's security as a Jewish and democratic state, provides for Palestinian national aspirations, bolsters U.S.-Israel relations, and enhances regional security, stability, and cooperation. 

Israel Policy Forum is uniquely positioned in both the policy and Jewish communities, producing rigorous policy analysis trusted by U.S. decision-makers across the political spectrum, and convening programs that equip rising community and policy leaders to elevate the quality of discourse on U.S. policy toward Israel and the Israeli-Palestinian conflict.

POSITION SUMMARY

Israel Policy Forum is seeking a highly organized, detail-oriented, and systems-minded Finance Manager (FM) to support the organization’s financial operations. This position will also play a critical cross-functional role , ensuring that financial systems, budgeting, and program implementation are aligned, efficient, and well-managed.

The Finance Manager will be part of Israel Policy Forum’s operations team, which is responsible for the internal systems, processes, and coordination that support the organization’s mission and day-to-day effectiveness. The operations team currently includes the Chief Operating Officer, HR and Administration Manager, and Executive Assistant to the CEO.

This role reports to the Chief Operating Officer and works in close partnership with colleagues across the organization, including the development team, program staff, and external vendors, especially an outsourced bookkeeper.

The ideal candidate will bring strong financial and operational experience, sound judgment, and a highly collaborative approach to working across teams. They will be comfortable managing both detailed, deadline-driven financial tasks and longer-term process improvement projects, and will have exceptional attention to detail and a deep commitment to producing accurate, polished work.

MAJOR RESPONSIBILITIES

Financial Operations and Management

• Review and maintain QuickBooks Online records, including updating bank transactions and supporting timely monthly reconciliation

• Serve as the primary liaison to the organization’s outsourced bookkeeper and external auditors

• Oversee accounts payable and receivable processes, including coding and processing invoices in Bill.com, managing vendor payments, and tracking outstanding items

• Communicate directly with vendors to collect and follow up on payment information, W-9s, and other required documentation to ensure timely and accurate payment processing

• Manage expense reporting systems, including credit card reconciliation, receipt tracking, and accurate coding of transactions

• Oversee check deposits, including coordination with the organization’s virtual mailbox service, internal tracking, and deposit processing

• Reconcile revenue and donations in collaboration with the development team, ensuring consistency across bank records, QuickBooks Online, and Salesforce

• Maintain accurate financial records and ensure strong internal controls, documentation, and filing practices

• Coordinate and support annual Form 990 preparation and audit processes in collaboration with external partners

• Support compliance with nonprofit financial regulations, reporting requirements, and internal financial procedures

Budgeting and Financial Reporting

• Maintain and update the organizational budget, tracking actuals against projections

• Prepare monthly budget reports and variance analyses

• Support development of financial materials for Board and committee meetings

• Assist in annual budgeting and financial planning processes

• Track grant budgets, expenditures, and restricted funding requirements

• Prepare financial reports for funders and support grant proposal budget development

• Partner with program and development staff to ensure alignment between grant requirements, budgets, and activities

• Ensure responsible stewardship and tracking of restricted funds

Cross-Functional Collaboration

• Work closely with staff across the organization to support timely invoicing, reimbursements, and submission of expense documentation

• Help staff navigate financial and operational workflows, ensuring processes are understood and followed consistently

• Help ensure relevant sections of project management and tracking tools are updated and maintained where needed to support budget oversight, expense tracking, and financial coordination

• Identify gaps, inefficiencies, and risks in departmental and programmatic workflows as they relate to budgeting, expense management, invoicing, and financial administration, and partner with colleagues on practical solutions

• A minimum of 4–7 years of relevant experience in operations, finance, nonprofit administration, or a related field

• Experience with budgeting, financial tracking, grant reporting, and nonprofit financial reporting requirements, including Form 990

• Experience using QuickBooks Online, Bill.com, Salesforce, and similar financial or CRM systems

• Proficiency with Google Workspace and project management tools such as Todoist

• Meticulous attention to detail and a high standard for accuracy; the ideal candidate is someone who notices small discrepancies, follows through carefully, and takes pride in getting things exactly right

• Ability to manage confidential information with discretion

• Excellent judgment, professionalism, and problem-solving skills

• Strong written and verbal communication skills, with the ability to produce accurate and polished work

• Excellent time management skills and the ability to manage multiple priorities and deadlines

• Ability to manage both day-to-day tasks and longer-term cross-functional projects

• Resourceful, proactive, and comfortable working in a fast-paced, entrepreneurial environment

• Commitment to Israel Policy Forum’s mission and values

The annual salary range is $80,000  - $90,000, commensurate with experience and aligned with organizational compensation practices. Applicants who meet the minimum qualifications typically start at the range minimum.

Israel Policy Forum offers a comprehensive benefits package, including paid time off (vacation, sick leave, Jewish and secular holidays), medical, dental, vision, matching 401K, HRA, FSA, commuter benefits, 12 weeks of fully paid parental leave, and an annual professional development stipend. 

OTHER INFORMATION

Israel Policy Forum is based in New York, NY, and has an office in Washington, D.C. New York and Washington, D.C. staff work in person one to three days per week. 

HOW TO APPLY

Please submit a resume and cover letter to careers@ipforum.org with “Finance Manager” in the subject line. The position will be open until filled, and candidates invited for an interview will be contacted on a rolling basis.

Israel Policy Forum is an equal opportunity employer. We consider applications for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.

Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Israel Policy Forum encourages you to break that statistic and to apply.