GENERAL SUMMARY

The Controller is a key member of the agency’s leadership team with responsibilities for maintaining and continuously improving the systems of financial controls, general accounting, tax and regulatory compliance, budgeting and financial planning, banking and cash management, payroll, and internal and external reporting. As leader, this role provides critical support to the CFO and other members of the senior team within a dynamic organization. The ideal Controller possesses attributes of curiosity, proactivity, professionalism, critical thinking and efficiency.

ESSENTIAL JOB FUNCTIONS*

Internal controls

• Designs and/or monitors internal controls that are implemented to protect agency assets and compliance.

• Develops and/or revises financial policies and procedures that ensure agency safety and soundness while supporting operational efficiencies.

• Performs and/or reviews account reconciliations to support monthly, quarterly and annual accounting.

Audit and external reporting and compliance

• Leads annual financial statement audits for the agency, affiliates and pension plan.

• Gathers and supplies information/documentation to external auditors and regulators to support timely and quality audits.

• Manages and/or oversees all tax and compliance reporting including Form 990, UFR, HUD, and debt and bond issuances, etc.

Accounting, budgeting and internal reporting

• Maintains, reviews and updates general ledger chart of accounts in support of agency accounting and reporting needs, including restricted funding and other business requirements.

• Leads initiatives to improve efficiencies and timeliness of accounting and reporting through use of technology, including subledgers, banking platforms, and other systems.

• Leads and manages annual agency budgets. Meets with department leaders and stakeholders, prepares budget schedules, and guides budgets in support of institutional strategic planning.

• Manages monthly financial closing with focus on accuracy and timeliness.

• Supports effective financial management and reporting by analyzing monthly financial results, researching expected vs. actual results (revenue expenses and balance sheet), making recommendations for corrective actions as needed, and developing reforecasts of projects financial results.

• Oversees completion and distribution of monthly performance metrics and dashboards to Program, Development and Social Enterprise teams to support their business operations. Meets with stakeholders as needed to drive business efficiencies and informed decision-making.

• Supports CFO and other stakeholders to design and run financial reports needed to inform business decisions.

Management and operations

• Possesses professional and technical knowledge of matters including state and federal contracts, accounting and reporting, and tax and compliance.

• Develop and deliver internal training to stakeholders within Programs, Development, and Social Enterprises to support their business needs as well as timely and quality accounting and reporting.

• Manages and leads Finance team members through regular training, coaching, and mentoring.

• Delegates tasks to team members and monitors performance.

• Ensures Finance team members are knowledgeable and equipped to execute their roles and deliver against quality and timeline expectations.

• Evaluates staffing for ability to meet business and compliance needs.

• Maintains updated job descriptions and documentation of job tasks to support efficient transitions resulting from changes in staffing.

OTHER DUTIES AND RESPONSIBILITIES

• Performs additional duties, as assigned.

COMPETENCIES

• Leading/Directing Others: Exhibits confidence in self and others; provides vision and inspiration to peers and subordinates; lays out work in a fair, well-planned, and organized manner; inspires, motivates, challenges and provides support to others to perform well and fulfill the vision; accepts feedback from others; gives appropriate recognition to others; is a clear communicator.

• Total Quality Management: Is dedicated to providing the highest quality services which meet the needs and requirements of internal and external customers; is committed to continuous improvement through empowerment and performance management; creates a learning environment leading to the most efficient and effective work processes.

• Vision and Purpose: Demonstrates a compelling and inspired vision or sense of core purpose; creates milestones to rally support behind the vision.

• Adaptability: Able to deal with frequent change, delays, or unexpected events; manages competing demands; changes approach or method to best fit the situation; inspires others to be adaptable to change.

• Ethics, Values and Diversity: Promotes an appropriate and effective work environment and strives to ensure that the agency’s core values and beliefs are applied during all circumstances; genuinely cares about people; deals effectively with all races, nationalities, cultures, disabilities, ages, lifestyle choices and genders; supports equal and fair treatment and opportunity for all; adheres to and promotes the Americans with Disabilities Act (ADA); advocates for the rights and interests of individuals with disabilities to maximize their potential in the programs and communities of their choice.

• Integrity and Trust: Is respectful, truthful, and transparent; keeps confidences; takes ownership and responsibility for decisions and outcomes.

• Problem Solving and Judgment: Probes all useful and constructive sources to find pertinent answers; can analyze issues, identify problems and work toward appropriate solutions; collaborates with others or as part of a team; displays willingness to make decisions; makes timely decisions; exhibits sound and accurate judgment.

• Oral and Written Communications: Speaks clearly, appropriately and effectively with a diverse group of individuals; is an active listener and gets clarification when necessary; participates constructively in meetings; is able to write clearly and succinctly; is able to communicate clearly in a variety of settings and situations.

PREPARATION, KNOWLEDGE, SKILLS & ABILITIES

• Bachelor’s degree in business or accounting required, CPA desired.

• Minimum of five years’ experience working in an accounting capacity (nonprofit experience preferred).

• Experience with Blackbaud or similar financial systems valuable.

• Strong knowledge of Excel.

• Strong attention to detail and organizational skills.

• Ability to manage multiple tasks and competing demands.

• Deadline driven.

SUPERVISORY RESPONSIBILITY

• Senior Accountant

• AP Assistant

• Revenue/Payroll Accountant

• Fiduciary Accountant

WORKING CONDITIONS/PHYSICAL DEMANDS

• Normal office working conditions.