Reporting to the Chief Financial Officer (CFO), the Controller will be responsible for oversight of all finance, accounting and reporting activities. The Controller is a member of the Leadership Team and is involved in supporting presentations to the Audit & Finance Committee and Investment Committee of the Board of Directors.
The Controller will lead all day-to-day Finance operations and supervise the Finance team members including functional responsibility over Accounting, Accounts Payable, Accounts Receivable, Payroll, and grants administration. The Controller will ensure that the organization has the systems and procedures in place to support effective program implementation and conduct flawless audits. The Controller works closely with program leaders and their staff members regarding Finance and Accounting procedures, and how the Finance function can support program operations. In addition, Controller partners with the CFO, senior leadership, Community Investment, Marketing, Human Resources (HR) and Information Technology (IT) to enhance, integrate and support all UWTC functions.
Finance and Accounting Leadership
- Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements.
- Maintain internal controls and safeguards for receipt of revenue, costs, program budgets and actual expenditures.
- Prepare monthly internal financial statements and financial reports monthly for division managers.
- Coordinate all audit activity.
- Consistently analyze financial data and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly, and annual financial statements; monitor progress and changes and keep senior leadership abreast of the organization’s financial status.
- Collaborate with the CFO for the annual budgeting and planning process; administer and review all financial plans and compare to actual results with a view to identify, explain, and correct variances as appropriate.
- Support the CFO in engaging the board’s Audit & Finance committee around issues and trends in financial operating models and delivery.
- Review daily cash sheets, deposits, and pledges receivable and approve cash disbursements.
- Review and post all general ledger activity.
- Weekly review of accounts payable entry and backup and approve for weekly check run.
- Maintain fixed asset module and performing periodic inventory.
- Oversee all financial, project/program and grants accounting; ensure that expenditures are consistently aligned with grant and program budgets throughout the grant/fund period; collate financial reporting materials for government, corporate, and foundation grants.
- Manage organizational cash flow forecasting by working in partnership with the functional leadership; continuously collaborate with functional leadership to assess the financial efficacy of program operations and establish financial and administrative systems to support program operations.
- Manage and track the performance of invested assets in keeping with policies and investment guidelines.
- Management of pledges receivable collection analysis.
- Oversee the timely and accurate preparation of payroll and completion of all payroll and benefits-related activities.
- Review of all payroll tax deposits and related federal reports on respective due dates and reconciliation of bank accounts, assets and liability reconciliations monthly.
- Coordinate and manage financial campaign process to ensure workflow is both timely and accurate.
- Review annual partner agency audit summaries for accuracy.
- Accountable for community impact and Area Agency on Aging reconciliations.
- Ensure successful completion of the Organization’s tax filings.
- Assume responsibility for the Finance division in the absence of the CFO.
Team Leadership
- Leverage strengths of the current Finance team members, help to clarify roles and responsibilities and develop and implement training programs in order to maximize and reach optimal individual and organizational goals.
- Provide leadership in strengthening internal communications with staff at all levels throughout the organization; create and promote a positive and supportive work environment.
- Additional duties as requested and assigned.
This is an extraordinary opportunity for a mature leader with 5-7 years of Finance and Accounting experience, ideally beginning in Accounting, Audit or Finance, followed by experience gathering, evaluating, presenting and reporting financial information to executive teams and external stakeholders. The candidate will ideally have experience in a complex, multi-program nonprofit organization, in addition to the following:
- Must be eligible to work in the United States (no sponsorship).
- At least 5+ years of broad Finance experience, preferably in a nonprofit organization with a budget of at least $10 million and some knowledge of federal grant fiscal reporting.
- Personal qualities of integrity, credibility, and unwavering commitment; a proactive, hands-on strategic thinker who will own, in partnership with the CFO, the responsibility for Finance.
- Solid experience coordinating audit activities and managing reporting, budget development and analysis, accounts payable and receivable, general ledger, payroll, and investment accounting.
- A track record in grants management as it relates to compliance and reporting of government, corporate and foundation grants is preferable.
- Knowledge of regulations surrounding tax preparation, including Forms 1099, W2 and 990.
- Technology savvy with advanced knowledge of fund accounting and reporting software, preferably MIP/Abila, Andar/Enterprise and Paycom, in addition to Excel and Microsoft Office Suite.
- Commitment to recruiting, mentoring, training, developing and retaining a diverse team.
- Keen analytical and problem solving skills for strategic data interpretation beyond basic reporting.
- Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management, board or other outside partners.
- Ability and desire to translate complex financial concepts to individuals at all levels including Finance and non-Finance managers.
Personal Skills and Attributes:
- Excellent leadership, team building, interpersonal and time management skills.
- A high energy, results-oriented leader and must be a self-starter with little supervision required.
- An individual with the utmost professional and personal integrity.
- Outstanding collaboration skills through effective communication.
- Business savvy with the ability to engage, influence, assess risks, highlight issues and set priorities.
- Personal values consistent with the United Way mission.