Controller

Key Responsibilities

• Directly supervise the Finance & Accounting Manager and Fund Accounting Manager.
• Build a collaborative, service-oriented culture, including strong working relationships with the Development and Impact teams.
• Coordinate workflow and team priorities to ensure timely financial support for organization-wide needs.
• Participate in Board and staff committee meetings as needed, delivering financial analysis, insight, and guidance to support informed decision-making.
• Serve as a strategic thought partner to the CFOO and leadership team on financial goals, departmental processes, and continuous improvement initiatives.

Financial Management & Reporting

• Oversee all daily accounting functions, including A/P, A/R, payroll, allocations, and monthly close.
• Collaborate with the Development team to ensure accurate recording of pledges, contributions, donor restrictions, and campaign revenue.
• Work with the Impact team to track program budgets, grant expenditures, outcomes, reporting requirements, and fund utilization.
• Produce accurate and timely monthly, quarterly, and annual financial statements in accordance with GAAP.
• Maintain the general ledger, chart of accounts, and accounting systems.
• Manage accounting for restricted/unrestricted funds, endowments, donor-advised funds, and grants.

Budgeting & Forecasting

• Support the CFOO in leading the annual budgeting process.
• Partner with department heads to develop and monitor program and campaign budgets.
• Provide regular variance analyses and financial insights to aid in decision-making.
• Contribute to multi-year forecasting, scenario planning, and long-term sustainability models.

Audit, Compliance & Internal Controls

• Serve as the primary liaison to external auditors and oversee the preparation of all audit schedules.
• Ensure compliance with IRS Form 990, state filings, and other regulatory requirements.
• Maintain strong financial policies and internal controls.
• Ensure proper grant tracking, documentation, and reporting in partnership with Development and Impact staff.

Systems, Processes & Oversight

• Manage financial systems and implement process improvements across the finance function.
• Assist the Finance & Accounting Manager in collaboration with Development staff on gift processing workflows, data alignment, and reconciliation between CRM and accounting systems.
• Support the CFOO with financial analysis and materials for Finance, Audit, and Investment Committees.

Cash & Investment Management

• Manage cash flow, banking relationships, and investment reporting.
• Maintain schedules and reporting for endowment funds, investment pools, and donor-advised funds in coordination with the Fund Accounting Manager.