Controller/Director of Finance

Overview

The Controller/Director of Finance is a robust communicator of financial, accounting, and compliance related information. Under the direction of the CFCO they are a critical thought partner in advancing the organizations goals, projects, and processes in the finance, accounting, and compliance division.

Education and Experience Requirements

• REQUIRED: Must possess advanced soft skills and an ability to communicate complicated, financial, and business information to non-financial audiences and stakeholders.
• REQUIRED: Must possess the ability to engage with projects, programs, and stakeholders in strategic conversations and dialogue with an energetic, dynamic, passionate, and problem-solver mindset.
• REQUIRED: Advanced Accounting/Journal Entry/GAAP Experience.
• MUST HAVE Bachelor's degree in Accounting from (AACSB Accreditation).
• MUST HAVE STRONG/ADVANCED Excel Skills (Formulas, Pivot Tables, V-Lookups, etc.)
• MUST HAVE STRONG/ADVANCED Journal Entry Skills (Debits/Credits/Financial Statements.)
• 5+ years of experience in financial planning, analysis, and modeling

Knowledge, Skills and Abilities

• Proven work experience as a Senior Financial Analyst, Financial Analyst or similar role
• Hands-on experience with financial and statistical software
• Expertise in MS Excel (creating spreadsheets and using advanced formulas)
• Familiarity with finance databases
• Understanding of Enterprise Resource Planning systems (ERP)
• Up-to-date with accounting laws and regulations
• Ability to present financial data using detailed reports and charts
• Demonstrable strategic thinking skills
• Confidentiality in handling sensitive financial information
• Strong technical accounting background with knowledge of Generally Accepted Accounting Principles and financial reporting requirements
• Strong analytical and quantitative skills
• Excellent written and verbal communication abilities
• Strong interpersonal skills, ability to work well on a team, and a positive disposition
• Ability to effectively collaborate with various departments within the organization
• Excellent communication, interpersonal, and presentation skills
• Detail-oriented and able to perform in a high-pressure environment
• Strong analytical thinking and problem-solving skills
• Journal Entry Skills (debits and credits - will be tested)
• Strong Excel Skills & Analytical Skills
• Strong organizational and multitasking skills
• Highly organized with superb written and verbal communication skills.
• Proficient with Google Suite (Sheets, Docs, Slides).
• Ability to work independently, including managing multiple projects and deadlines and proactively identifying and completing tasks.
• Ability to collaborate on informal and formal team-based projects.
• Ability to think strategically and make recommendations that consider competing needs and priorities.
• Comfort proactively learning new skills.
• Knowledge relating to federal and state grant application and reporting
• Proficient with QuickBooks.
• Outstanding knowledge and understanding of applicable laws and regulations.
• Prior experience with fiscal sponsorship, or multiple subsidiaries or companies with a complex operating structure, is highly beneficial, including indirect cost rate applications.

Additional Notes

This position is remote and may have occasional in-person meetings occurring in the Baltimore headquarters of Digital Harbor Foundation.

Role and Responsibilities - Strategic and Analytic

• Financial Management & Operations
• - Design and oversee financial systems, processes, protocols, policies, and procedures.
• - Oversee financial services that affect divisions, under direction of the CFO to include: Accounts Payable (AP) / 1099 Filings / Accounts Receivable (AR)
• - Ensuring payments are recorded in SalesForce (SF)
• - Cash receipt workpaper updates
• - Ensuring restricted net assets (RNA) workpapers are updated
• - Sending out divisional financial statements each month
• - Preparing monthly financial packages
• - Handling projects that affect specific divisional needs
• Ensure compliance with nonprofit best practices and requirements.
• - Monitor and control cash flow, including managing accounts receivable and accounts payable.
• - Maintain the organization's Rapid Reporting, Power BI, Dashboards, and Analytics.
• Financial Forecasting & Reporting
• - Implement and support data-driven principles to guide the foundation’s work.
• - Develop and forecast budgets as well as provide financial concierge services to projects/project directors.
• - Prepare timely financial statements, ensuring prompt and accurate month, quarter, and year-end closings.
• - Manage audits and financial compliance activities.
• - Drive financial accountability by identifying and establishing key performance indicators (KPIs) and reporting, contributing to tracking and reporting on engagement outputs and outcomes for both internally and externally submitted reports.
• - Provide reporting to senior management for cash-flow, accounts payable and receivables.
• - Perform special projects and internal audits as needed for CFO and organization.
• - Assist in gathering information for the annual audit and any compliance activities.
• - Prepare timely financial statements, ensuring prompt and accurate month, quarter, and year-end closings.
• - Prepare and Review monthly reconciliations for financial accuracy.
• - Provide reporting to senior management for cash-flow, administer payroll, accounts payable and receivables.
• Strategic Planning
• - Contribute to and review strategic plans and financial planning for each organizational division.
• - Review effect of potential business decisions on financial policy and financial outlook.
• - Collaborating with partners or funders as beneficial and assigned.
• - Prep and Schedule Meetings with Divisions on Monthly Basis and as needed.
• - Work with the project directors and assist in the annual budgeting process and monthly forecasting.
• - Work with the project directors on cash projects, financial analysis, and monthly forecasts.
• - Align to strategic plans to ensure finance department compliance.
• - Provide ongoing process improvement changes.
• Supporting Accounting, Audit, and Related Infrastructure
• - Managing and leading projects related to finance, accounting, audit, and related issues.
• - Providing audit support for both external and internal audit engagements.
• - Supporting accounting and financial quality control standards and GAAP requirements.
• - Leading reconciliation of advanced GL related issues.
• - Revenue, expense, and trend analysis actions and projects.
• - Supporting services to a portfolio of projects across the organization.
• - Supporting grant accounting and financial services across the organization.
• Compliance and Special Projects (UGG, Grant, and Corporate Compliance)
• - Manage and ensure compliance functions across the entity in inter-related ares
• - Designing and testing internal audit functions for the organization.
• - Designing and testing compliance functions for the organization.
• - Designing and testing grant related compliance functions for the organization.
• Other Duties As Assigned by CFCO
• - Special Projects as assigned by CFCO related to Finance, Accounting, and Compliance