Job Description Summary

The controller position is accountable for the accounting operations of the company, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with Generally Accepted Accounting Principles.

Essential Job Functions

• Manage the accounting team and all aspects of the agency's accounting functions and affiliations. Establish and maintain the general ledger in a manner consistent with GAAP. Work closely with other staff to collect the financial data needed to produce accurate and timely financial statements & reports. Provide information and explanations to agency personnel regarding financial and accounting matters as required.
• Monitor and track restricted and unrestricted funds to ensure proper use in line with donor intentions.  Assist in grant management, including budgeting, reporting, and compliance.
• Establish and maintain written policies and procedures as they pertain to the maintenance of the organization's internal controls and accounting policies. Monitor internal financial and accounting controls over payroll, receipts, disbursements, inventory, purchasing and other processes.
• Serve as internal auditor to mitigate company-wide risk.
• Prepare consolidated and departmental financial statements to provide management, funders and the Board of Trustees with financial results of the Agency. Ensure all cash and balance sheet accounts reconcile to the general ledger.
• Provide excellent customer service and back-office support to the Representative Payee program. Monitor receipt and disbursement of funds and ensure controls are in place to mitigate risk.
• Prepare entire agency budget annually by departments.  Work with management to help them understand the importance of budgeting and forecasting.  Train employees on the use of budgeting software.
• Prepare for and work with auditors to complete confirmations, schedules, and other financial information as needed to compile a successful annual audit, Single Audit and Federal Form 990. 
• Read, analyze, and comprehend program contracts and referenced documents. Communicate with program managers for program compliance.  Document and test key controls by performing ongoing internal audits. Present findings and results to management and make recommendations to minimize the possibility of audit findings.
• Oversee maintenance and enhancements of the integrated financial management system. Other duties as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education

Bachelor’s degree required in accounting or related field

Experience  

Five+ years of accounting experience.  Experience in managing budgets of at least $20 million. Non-profit fund accounting a plus.  CPA and supervisory experience are strongly preferred.

Skills & Abilities     

Must have excellent math, problem-solving, time management, and customer service skills. Is detail-oriented, able to work well under pressure to meet deadlines, and can work independently and as a team member. Good written and verbal communication skills. Must be extremely organized.  Good interpersonal skills, sound judgment, and tact to communicate effectively with people and a wide variety of personalities. Able to maintain confidentiality of financial records a must.  Proficient in Microsoft Excel, Word, and Outlook Office products.  Working knowledge of Microsoft Dynamics 365 Business Central preferred.  Overall solid computer skills required.

Direct Reports        
Supervise a staff of approximately five.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Examples

Standing:      Up to 1/3 of the time

Walking:       Up to 1/3 of the time

Sitting:          2/3 of the time or more

Talking:         2/3 of the time or more

Hearing:        2/3 or more

Reaching:     Up to 1/3 of the time

Lifting Frequency:   Up to 1/3 of the time  

Weight:  up to 10 lbs

 Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Office environment, interactions with outside vendors and internal customers.  Some travel between two locations.