About UJA Federation of Greater Toronto

At UJA Federation of Greater Toronto, our vision is to lead the most vibrant Jewish community in North America - a community characterized by its diversity, unity, compassion, generosity and commitment to Jewish values. Together with our philanthropic, volunteer and professional leadership, we're changing lives.

As one of North America's leading Jewish non-profits, UJA Federation of Greater Toronto works to preserve and strengthen the quality of Jewish life in Greater Toronto, Canada, Israel and around the world. UJA advances this mission through fundraising, programs, and research focused on our strategic pillars: fighting poverty and improving well-being, growing Jewish education and identity, countering antisemitism and hate, and strengthening connections with Israel and Jewish communities worldwide.

About the Opportunity

Our Finance team delivers precise and timely financial information to provide strategic insights across our organization and to fund holders. Reporting directly to the Senior Director of Finance, we are seeking a detail-oriented and analytical Fund and Investment Accounting Analyst. This role will focus on overseeing investments, transactions, and fund reporting with a particular emphasis on analyzing and understanding investment schedules of adjustments and ensuring compliance with accounting standards. This position offers an opportunity to excel in financial analysis, exposure to a large portfolio of investments, and contribute directly to our organization's success.

Responsibilities include, but are not limited to:

• Conduct comprehensive financial analysis on existing portfolio of over $800 million of investments in a variety of asset classes
• Read and interpret investment schedules of adjustments to assess financial impact and performance metrics
• Collaborate with portfolio managers and accounting teams to reconcile investment data and ensure accuracy in financial reporting
• Maintain proficiency in investment software tools and platforms to streamline analysis and reporting processes
• Track and analyze cash flow and investment activities within the portfolio.
• Conduct monthly reconciliations of investment manager statements and enter relevant financial transactions into the accounting system
• Ensure accuracy in processing investment income allocations and reviewing management fees
• Support the preparation of quarterly financial statements, dashboards and auditor working papers
• Collaborate closely with operations and accounting teams to communicate insights effectively
• Ensure all strategic decisions made by the Investment Advisory Committee are executed efficiently and effectively
• Opportunity to engage in strategic conversations with senior professional lay leaders and direct communication with investment managers, providing valuable exposure to decision-making processes and investment strategy formulation.
• Other duties and ad hoc requests as assigned

Requirements

• Team player looking to achieve the goals and values of the Foundation
• Bachelor's degree in Finance, Accounting, Economics, or related field
• CPA designation or equivalent is an asset
• Experience in Fund/Investment Accounting and general accounting experience
• Excellent interpersonal oral and written communication skills
• Ability to multi-task and meet deadlines
• Excellent organization, analytical skills and attention to detail
• Knowledge of systems including Microsoft products, Adobe, DocuSign, with advanced skills in Excel.
• Ability to learn new systems
• Experience in a not-for-profit organization is an asset

* This is a full-time permanent position, Union Level 4. At UJA we support a flexible work schedule and all of our employees engage in hybrid work. Engagement and connection are key to supporting the best employee experience and we want to ensure that this puts balance and well-being at the forefront of our approach to ways of working. In addition to a rich time off policy, UJA's offices are closed on all Jewish holy days (yom tov) and we support early office closures to observe the Jewish Sabbath (Shabbat).

We look forward to connecting with you to understanding what you can bring to the UJA team and how we can support your career goals. Qualified applicants are invited to submit a cover letter and resume. Only those applicants invited for interview will be contacted.

Selected candidates will only be contacted through Bamboo HR or a ujafed.org email address. No emails will come from Gmail accounts or other email accounts. Should you receive recruitment related emails from other accounts, please forward to; [email protected]

Commitment to Inclusion and Accessibility:

UJA Federation supports a diverse candidate and employment experience. We are proud of our dynamic professional team, which reflects the diversity of the Jewish community and general community alike in Greater Toronto. We are an equal opportunity employer and welcome applicants from all communities. We encourage you to follow us to get regular updates on open roles. We are committed to creating an inclusive and accessible workplace and believe this is essential to ensure that every member of our team can thrive.

We adhere to barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). Should you require Code-protected accommodation through any stage of the recruitment process, please notify us and we will work with you to meet your needs.