Specialist, Finance and Budget

About OneTable:

Inspired by ancient Jewish wisdom, OneTable is a North American Jewish nonprofit dedicated to community building. In 2014, OneTable was initially created for those aged 21-39ish, to find, share, and enjoy Shabbat dinners, making the most of their Friday nights. Ten years later we have expanded our family of offerings to include Together @OneTable, peer-led Shabbat dinners for older adults, and Powered By OneTable, making our signature digital platform available to other engagement-oriented organizations. OneTable is a 501(c)3 organization with a $12M+ annual operating budget and growing. For more information: onetable.org.

POSITION OVERVIEW:

The Finance and Budget Specialist is a full-time staff member on the growing finance team and will report to the Controller. The ideal candidate will develop positive, collaborative, and constructive working relationships with the finance staff and will also have the ability to manage relationships and effectively communicate with program staff, the development team, and external consultants and vendors. As our organization grows, additional duties can be expected requiring a high degree of flexibility. Current responsibilities are outlined below.

RESPONSIBILITIES INCLUDE:

Expense Management

• Accounts payable duties including managing the A/P inbox, setup and routing of bills, ticket sales, and other payments within the online payment system (BILL), ensuring adequate documentation, correct coding, and timely payments.
• Work with vendors and other payee’s for collection of W9/W8 and setup of ACH information. Maintain current addresses and other vendor information in BILL.
• Administration of the credit card system (Divvy) including issuance of new cards, budget and credit limits for existing cards, and ongoing troubleshooting to resolve staff issues.
• Monitor and manage credit card transactions working with staff to ensure timely collection of supporting documentation, expense coding, and supervisory approvals.
• Provide training and support for staff on systems and procedures.
• Offer recommendations for improvements to systems and processes and/or support for the same.

Grants Receivable / Deposits

• Initiate remote deposits from virtual mailbox
• Enter received grant and donation payments into CRM (Salesforce), investigating and working closely with the Development team to record the correct donors.

Departmental Support

• Slack channel management for finance processes (A/P, Divvy, Deposits, etc)
• Space/Rental management and support - for WeWork and other coworking spaces rented by staff.
• Administration of remote virtual mailbox
• Assist with various administrative tasks such as preparing reports, handling correspondence, and/or maintaining systems.

Other duties and special projects as assigned.

KEY ATTRIBUTES/SKILL SET

• 2 years of professional experience in accounts payable, expense management, or general bookkeeping experience
  • If you have more than 2 years of relevant experience, let’s talk!
• Experience with general business and financial systems including Google workspace apps, Salesforce, BILL, Divvy, Excel, Slack, Asana, etc.
• Ability to perform detailed work with written or numerical data with a high degree of accuracy and attention to detail.
• Ability to juggle and prioritize multiple duties in a fast paced environment.
• Ability to maintain confidentiality with access to sensitive information
• Outstanding organizational, interpersonal, prioritization, time management and execution skills.

• Health insurance — medical, dental, and vision insurance currently through Aetna; OneTable pays 85% of the healthcare premium for each employee and 50% for dependents.
• 5% retirement match after 13 months.
• Pre-tax commuter benefits, a flexible or health spending account (FSA or HSA), short and long-term disability, and life insurance.
• Time off:
  • Paid time off (PTO) for personal, sick days, and vacation.
  • The office is closed for all major Jewish holidays and most federal holidays.
  • OneTable offices are also closed the July 4th week and December 25 - January 1.
  • As an organization rooted in the mission of spreading Shabbat, we know the importance of having time on Fridays to start winding down and preparing for our favorite weekly holiday. The OneTable offices close at 4:00 pm (local time) every Friday and at 12:00 pm on the first Friday of each month.
• Optional and discounted identity theft protection, legal assistance program, pet insurance, travel insurance, critical illness, accident, hospital indemnity insurance, and more.