About The Harry and Jeanette Weinberg Foundation
The Harry and Jeanette Weinberg Foundation, one of the largest private charitable foundations in the United States, is dedicated to meeting the basic needs of people experiencing poverty. Each year, the Foundation provides approximately $150 million in total grant activity supporting nonprofits that provide direct services in the areas of Housing, Health, Jobs, Education, and Community Services. Grants support organizations that serve a range of populations, including older adults, women at risk and their children, people with disabilities, and veterans, as well as the Jewish community.
The Foundation administers the majority of its funding in its priority communities: Baltimore, Hawaiʻi, Israel, New York City, Northeastern Pennsylvania, and San Francisco. This includes supporting nonprofits serving federally designated rural areas within, or adjacent to, these priority communities. All of these locations represent personal ties to the life and legacy of Harry Weinberg, as well as communities where Weinberg Foundation trustees reside and provide leadership. Since 1990, the Foundation has distributed grants totaling more than $2.8 billion.
Position Summary
This individual is responsible for collaborating with the controller of financial reporting and data analytics to create efficiencies through implementing and maintaining data and automation driven processes, setting objectives and goals for the team, managing daily work assignments, supervising and coaching other team members, and ensuring the overall execution of the responsibilities of the team.
Overall Responsibilities
- Partner in the evaluation and implementation of technology to automate capabilities within the Finance department.
- Using Microsoft Power Platform, develop new processes to gather and analyze financial data across the organization and create datasets.
- Build and maintain interactive reports and dashboards to assist management in data-driven decision making.
- Train users within the Finance department on the use of technology tools as they relate to the finance function.
- Support the maintenance of the general ledger architecture (chart of accounts, use of database fields, reporting structures, etc.).
- Set up new tenants and vendors in the accounting system and ensure the completeness of W9 records.
- Assist in compilation of monthly internal financial statements and memo, including preparing supporting schedules, running expense allocations, and preparing monthly budget to actual department reports.
- Complete month-end close tasks including bank reconciliations, balance sheet reviews, review of expense report and invoice coding, and entering reclassification entries in the accounting system.
- Perform other responsibilities as assigned, such as ad hoc reporting requests, preparing materials for board meetings, supporting the annual audit process, and assisting in the documentation of accounting policies and procedures.
Skills and Qualifications
- Bachelor’s degree with an emphasis in data science, finance, accounting, information technology, or equivalent degree or experience in these fields.
- At least three years of relevant work experience, including financial analysis, data aggregation, data analysis, data visualization, or data science.
- Proficiency in advanced Excel, including Power Query.
- Previous experience with Power BI, Tableau, SQL, and/or Power Automate.
- Must possess strong financial, analytical, organizational, and quantitative skills and ability to coordinate complex activities, prioritize conflicting demands, and meet deadlines with a quality, accurate work product.
- Must be highly motivated, be able to work independently, and possess strong written and oral communication skills, with the ability to communicate effectively at all levels.
- Demonstrate strong ethics and strong interpersonal and communication skills to represent the interests of The Harry and Jeanette Weinberg Foundation both within and outside the organization.
- Curious about technology advancements, self-starter, willing to invest in learning new skills, new software, and staying apprised of software changes.
- Expertise in use of technology tools that collect, model, and analyze data. Understanding of database table relationships and building datasets.
- Ability to develop new ideas and creative solutions to improve processes.
- Ability to think adaptively and operate quickly in a dynamic financial and business environment.
- Ability to work well with other staff and across the organization to deliver results accurately and quickly.
- Expertise in developing an internal control environment that provides for segregation of duties and the fiduciary oversight of cash and other assets.
- Have a sense of humor.
- Maintain strict confidentiality.
The Weinberg Foundation is an equal opportunity employer. It embraces workforce diversity and is firmly committed to complying with all federal, state, and local equal opportunity laws. The Foundation encourages all qualified applicants to apply.
Interested candidates should submit a confidential resume and cover letter, along with salary range requirements, to jobs+am@hjweinberg.org. If the Foundation is interested in speaking with you, expect to be contacted within 30 days of submission. Finalist candidates for this position will be expected to answer questions by email, participate in multiple interviews, provide strong current references, complete writing samples and a possible writing and/or skills test, and authorize a full background check. Please refrain from phone follow-ups. Thank you.
