Controller leading day-to-day finance operations with a $5 million operating budget in a start-up philanthropic organization. Collaborates with program teams and manages financial policies and audits.
Responsibilities
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
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