Finance Controller

Responsibilities

• Oversee all accounting operations including billing, AR/AP, payroll, general ledger, and financial reporting
• Bank and credit card reconciliation
• Accuracy of organization’s General Ledger Maintenance and improvement of chart of accounts
• Developing and maintaining records of participants and beneficiaries including active, deferred, retired, and separated members
• Maintenance and improvement of organization’s accounting policies and protocols (e.g. credit card use policy, purchase request policy, etc.)
• Production of financial statements for Board of Directors
• Collaborate with the Executive Director and Board of Directors to develop and finalize the organization’s annual budget
• Develop and manage budgets, forecasts, and financial models
• Manage and coordinate workers’ compensation payments and related audits
• Filing of quarterly sales taxes
• Lead the audit preparation process; manage successful passing of annual audit
• Review and supervise bookkeeper’s accounting work to ensure that MICOP’s financials are accurate
• Serve as a key advisor to the Executive Director on financial strategy and planning
• Maintain organization’s FTE chart
• Perform quarterly allocations based on FTE chart
• Maintain MICOP’s Net Asset Schedule
• Ensure compliance with GAAP, federal/state/local regulations, and internal policies
• Provide financial training to staff or board as needed
• Attend trainings, staff meetings or workshops as directed
• Supervise bookkeepers

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field (CPA or MBA preferred)
• Bilingual in English and Spanish
• Strong abilities with QuickBooks and Microsoft Excel
• Excellent communications skills
• Experience in retirement administration and/or nonprofit, including 403(b), and defined benefit plans
• Highly detail-oriented and an effective written and verbal communicator
• Ability to perform work with speed and accuracy
• Deep understanding of General Accepted Accounting Principles (GAAP)
• Experience must have at least 5+ years of non-profit finance experience managing the budget and financial processes of a company or non-profit organization with an annual budget of at least $8M
• Fluent in the following software: QuickBooks Online, Microsoft Excel, Google Suite
• Experience working with external auditors and has led the successful execution of an independent audit
• Understanding of revenue and expense allocations and can track those allocations against dynamic budgets
• Identifying needs to create and implement a plan for driving improvement