Controller

Job Summary

The Controller serves as the principal financial officer of the organization and is responsible for establishing financial policies, financial planning, oversight of reporting and monitoring, risk management, fiscal policy and financial communication.

Primary Responsibilities

• Protects assets of organization by establishing, monitoring and enforcing financial internal controls, policies and procedures, and guides financial decisions based on these guidelines. This includes, but is not limited to, appropriate segregation of duties for daily funds received, bank deposits, bank reconciliations, making payments, etc.
• Establishes, implements and maintains short and long-range departmental/agency goals, objectives, policies, and operating procedures, with ability to envision and innovate to meet future needs of the department and agency. Provides current status and forecasts of the financial condition of the organization by collecting, interpreting and regularly reporting financial data to CEO and Board of Directors.
• Maintains all financial matters, such as issues related to risk management, cash flow, transfer of monies between accounts, or financial investments. This includes ensuring that adequate funds are available for proper operation of the agency with continuous visibility into all available sources of liquidity and performance of the Endowment. Prepares and presents accurate and timely cash flow projections, financial and other reports, proposing solutions to the CEO and Board of Directors on any matters that require action.
• Congducts ongoing financial forecasting, variance analysis and real-time liquidity management, identifying solutions and areas of risk to the CEO and Board. Collaborates with the Vice President of Development and various Vice Presidents and heads of programs, etc. to maintain a current view of all factors impacting the agency’s financial condition and to identify opportunities for fiscal improvement.
• Ensures compliance with federal, state and local legal financial requirements and stays well informed on existing and new legislation. Advises CEO and Board of Directors of actions and potential risks.
• Leads the annual budget process and coordinates with Treasurer, Finance Committee and CEO. Provides on-going education concerning the budgeting process to department managers and involves them in developing their department budgets.
• Coordinates the preparation and review of all financial statements, schedules and other materials related to the monthly and year-to-date financial reports and annual audit. Assists in the review and responds to matters cited by the outside auditors with the goals of transparency and audit fee cost containment.
• Oversees contracts and informs CEO of organization’s ability to comply with contractual requirements; solicits external legal advice as required.
• Hires, trains, coaches and supervises the Accounting staff.
• Coordinates the purchasing process, in collaboration with agency leadership. Establishes best practices and manages bid procurement, purchasing, and expenditures to maximize cost savings and cost containment.

Major Working Relationships

• Supervises and coordinates activities of the Accounting staff.
• CEO, Executive Leadership Team and other staff
• Board Treasurer
• Finance, Audit, Endowment committees
• Volunteer Board of Directors
• Independent accountants
• Vendors
• Funders/Donors

Required Qualifications

• Bachelor’s Degree in Accounting, Finance, or Business or equivalent years of experience in lieu of degree.
• Solid working knowledge of applicable software applications, with a proficiency in Excel
• Effective communication skills, both written and oral.
• Adept at creating collaborative relationships with peers, manager, and external partners.

PREFERRED QUALIFICATIONS

• Four or more years of management experience in an accounting or finance environment.
• Experience working with Board of Directors and Audit Committees.
• Experience with contract monitoring.
• Previous supervisory experience.