Controller

Role Overview

• Own the monthly and year-end close and provide status of financial condition by collecting, interpreting, and reporting financial data.
• Manage general ledger, accounts payable, and biweekly payroll and benefit systems.
• Work closely with the CFO to establish and monitor financial policies, standard operating procedures, controls, and reporting systems.
• Be the point of contact for financial inquiries, both internal and external, and provide timely and accurate service.
• Oversee the audit process and 990-PF preparation; provide information to external auditors and tax preparers.
• Monitor cash and liquidity effectively across multiple bank and investment accounts.
• Ensure compliance with and anticipate federal, state, and local legal requirements by studying existing and new legislation, enforcing adherence to requirements, filing financial reports, and advising management on needed actions.
• Protect operations by keeping financial information and plans confidential and maintaining internal control functions.
• Seek out technologies to streamline and continuously improve the finance and HR functions.
• Assist with achieving budget objectives by scheduling expenditures, analyzing variances, and initiating corrective actions.
• As needed, support program and grant teams with grantee financial due diligence; research, collect, analyze, and summarize information and trends.

Requirements

• Bachelor’s degree in accounting or finance, CPA preferred
• Minimum 7 years of progressive experience in accounting/finance
• Experience with financial reporting requirements specific to foundations/nonprofits with endowments preferred
• Auditing, operational and investment accounting
• Oversight of the general ledger
• Experience with the full business office lifecycle including accounts payable, monthly reconciliation and close, and treasury management
• Learning and adopting new financial and business office software
• Designing and managing processes, controls, and standard operating procedures
• Payroll and benefit experience
• Monthly budget variance and reporting
• Nonprofit financial analysis

Benefits

• Equal Opportunity Employer
• Maintains a hybrid work environment.