Job Title: Controller
Department: Finance
Reports To: Chief Financial Officer
FLSA Status: Exempt/Full Time
COVID-19 Vaccine Required but subject to recognized exemptions
Position Summary
Reporting to the CFO, the Controller will lead all day-to-day accounting operations and have primary responsibility for management of all accounting, financial internal controls, and financial reporting. The Controller will ensure that systems, processes, procedures, and controls are designed, implemented, and maintained to ensure an effective and efficient control environment and produce timely, accurate and meaningful financial reports. The Controller will have a continual process improvement mindset, comfortable with leading change management constructively as needed, to optimize the finance and accounting function, balancing people, processes, and technology, to best serve the organization as technologies and needs evolve and scale.
As Controller of a non-profit social enterprise, which receives several grants, this person will report to the Chief Financial Officer, and work closely with the Director of Compliance, to achieve effective oversight of grant accounting, billing, and tracking in addition to the traditional accounting areas of general ledger, accounts payable, accounts receivable, cash management, fixed assets, booking payroll journal entries in the general ledger, and coordinating preparation of outsourced federal tax preparation, ensuring alignment of messaging, reporting and how Finance department can best support the organization and provide insights into its operations and mission work. The Controller will have primary responsibility for coordination of the annual external audit, 403b retirement plan audit and external reports such as payroll and sales/use tax. This position will work closely with program leaders and their staff, not only to educate them regarding accounting procedures but also to explore how finance and accounting can support program operations and growth.
Essential Duties & Responsibilities (inclusive but not exhaustive):
Financial and Accounting Leadership
- Oversee day-to-day functioning of general accounting, accounts payable, accounts receivable, cash management, tax compliance and recording payroll entries. Knowledge of implementing future Fixed Asset modules and capital management accounting compliance.
- Ensure compliance with GAAP and regulatory requirements, and support reviews of compliance with GASB and GAAS as needed.
- Ensure materially accurate and timely monthly financial accounting close. Oversee preparation of monthly, quarterly, and annual financial reports, including metrics to track department and organization performance.
- Leverage accounting systems to develop and expand reporting to provide direct reports and organizational leaders access to as much “real-time” information as possible, in support of timely decision making.
- Establish and maintain internal controls and safeguards for financial reporting, receipt of revenue, expenditures, cash management and grant and program budgets.
- Ensure balance sheet accounts are reconciled monthly and that reconciling items are resolved in a timely manner.
- Lead internal support of annual, independent financial audits.
- 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 financial status.
- Support the CFO in engaging the Board’s audit and finance committee around issues and trends in financial operating models and delivery. Present to the audit and finance committee as requested.
- Responsible for monthly grant spend reporting to stakeholders.
- Monitor and coordinate the preparation, balancing and reconciliation of various accounting records; prepare or direct the preparation of records and reports for submission to various regulatory and government agencies.
- Assist the CFO as needed in preparation and loading of the annual budget.
- Assist the CFO with periodic updates to the financial forecast including income statement, balance sheet, rolling cash forecasts and alert the CFO in a timely manner of any significant concerns.
- Ensure required federal, state, and local reports are prepared and filed in a timely manner, whether outsourced or prepared internally (e.g., including, but not limited to forms 1099, 990 and payroll taxes, excluding exemptions if obtained for franchise and property taxes).
- Lead or support efforts to continue migrating to a paperless environment, particularly with accounts payable and treasury.
- Other duties as assigned.
Team Leadership
- Collaboratively with the CFO, hire finance and accounting department staff. Supervise, train, mentor and evaluate staff. This includes leveraging the strengths of team members, helping to clarify roles and responsibilities, and developing and implementing training programs to maximize staff potential to reach individual and organizational goals.
- Provide leadership to strengthen internal communications with staff at all levels throughout the organization. Create and promote a positive and supportive working environment.
- Demonstrate ethics and comply with the Corporate Compliance program.
Qualifications:
Education and Licenses
- Required: bachelor’s degree in accounting from an accredited four-year college or university.
- Preferred: Certified Public Accountant (CPA) with an active license.
- Preferred: master’s degree in accounting, finance, or business administration.
Required Experience
- At least three years of experience as VP-Accounting, Controller, Assistant Controller or comparable, in a nonprofit that receives government, corporate, foundation and private grants, awards and donations. Comparable experience as an Audit Senior in a large firm or Audit Manager specializing in nonprofits, which receive federal and private awards and grants, will also be considered. Grant experience should include compliance, tracking, invoicing, collecting, and reporting.
- At least eight years of accounting experience with progressive responsibility.
- At least four years of experience in developing customized reports in accounting systems.
Preferred Experience
- Three years working with non-profit accounting in affordable housing and supportive services, or in the multi-family industry that accepts tenant subsidies.
- Two years of experience accounting for capital development or improvements.
- Three years working with Abila MIP Accounting Software, particularly with journal entries, maintenance and developing customized reporting.
- At least one ERP implementation or two ERP module additions, or demonstrated experience refining the use of such systems, to optimize effectiveness and efficiency.
- Two years of exporting data from Paycom or similar payroll systems.
Other Experience and Qualifications
- Leading internal coordination with external auditors.
- Managing reporting, accounts payable, accounts receivable, general ledger, fixed assets, payroll, and various taxes.
- Promoting and using current technology; advanced knowledge of accounting and reporting software particularly Abila MIP and Microsoft Office applications, including advanced Microsoft Excel worksheet and charting skills (Power BI also helpful).
- Recruiting, mentoring, training, and retaining a diverse team; the foresight and ability to delegate accordingly.
- Demonstrating strong organizational, planning, and project / time management skills.
- Using strong interpersonal and communication skills effectively to discuss key data, including presentations to senior management, board, and outside partners.
- Exhibiting respect for diversity of thought and having the experience to advance that with staff and other stakeholder interactions.
- Having personal qualities of integrity, credibility, and unwavering commitment to the mission of providing affordable housing and supportive services; a pro-active, and well-rounded thinker, who will work closely with the CFO.
- Acting and operating independently, using sound judgement to do so, with minimal daily direction to accomplish objectives.
- Working collaboratively within a large organization.
Work Schedule
- Hours are based on a 40-hour work schedule.
- On-site four days per week and remote work one day per week, subject to manager approval.
- During Peak – ability to work more than 40 hours during monthly close and other peak deadlines.
Salary/Benefits:
Base Salary Range: $85,000-$105,000.
Employer paid health, dental, vision, life, short term disability, and long-term disability insurance for employees.
14 Paid Holidays per year.
20 days of accrued PTO in year one with increases up to 31 days per year.
Retirement plan with employer match.
Discounted Rates on Gold’s Gym and Legal Shield memberships.
Mileage Reimbursement.
Monthly Phone Stipend.
Monthly Paid Parking for employees who office from Downtown Location.
Caritas of Austin is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.