Controller

Controller Position Overview

Principal Objective:

BlueSummit Consulting is conducting a search on behalf of our client, a $20M+ human social services organization, for a full-time Controller to join the client’s team.  This senior level financial management position is responsible for overseeing and managing the accounting processes and accounting personnel for the organization.

Core Responsibilities:

·       Prepare and/or review financial statements, including balance sheets, income statements and cash flow statements, to provide accurate and timely financial information to management and stakeholders.

·       Oversee the preparation and review of account reconciliations, including bank accounts, accounts payable and accounts receivable, to ensure accurate financial records; prepare more complex reconciliations, as appropriate.

·       Responsible for the management and oversight, as well as hands-on execution of certain aspects, of the month-end, quarterly and year-end closing processes, including the review and approval of journal entries and accruals.

·       Responsible for the management and oversight of financial systems and software, making recommendations for improvements or upgrades as needed

·       Manage mission-related funds and Coordinate with the Director of Program Services to ensure funds are used for donors’ purposes.

·       Oversee the preparation for, management and coordination of all external audits, working closely with auditors and the Audit Committee to prepare necessary documentation and resolve any audit issues.

·       Develop, establish and maintain internal controls to safeguard the organization’s assets and ensure compliance with financial regulations and accounting standards.

·       Drive the budgeting and forecasting processes, collaborating with various departments to ensure financial goals are met; assist with interim budget reviews.

·       Assist in monitoring cash flow and work with senior management to optimize cash resources to meet the organization’s financial obligations.

·       The Controller reports to the Fractional CFO with a dotted line to the Executive Director, and is responsible for and provides guidance, leadership, and training to the accounting team, which is comprised of a team of five resources responsible for transactional and general accounting.

·       Ensure timely bank deposits.

·       Maintain valid bank signature cards for the Executive Director, Finance Committee and Board Executive Committee members.

·       Integrate Point of Sale (POS) information from retail operations and Donation Management information into the accounting systems while minimizing the need for manual accounting entries.

·       Integrate related party accounting information into the organization’s consolidated financial statements.

·       Contribute to the development and execution of the organization’s financial strategy, working with senior management to identify opportunities for revenue enhancement and cost savings.

·       Responsible for developing and maintaining accounting policies and procedures, ensuring compliance with professional standards, state and federal regulatory requirements.

·       Assist in presenting financial reporting and potential risk areas to senior management and board members.

·       Ensure compliance with all tax regulations and oversee the preparation and filling of tax returns (Form 990, 5500, 1099s, and W-2s) by outside professional services firms.

Qualifications of a Successful Candidate:

·       Bachelor’s degree in accounting or related field of study with a minimum of 8 years’ experience or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities.

·       Knowledge of and strict adherence to GAAP reporting procedures.

·       CPA or equivalent experience required.

·       Experience in the non-profit sector and/or retail industry is strongly preferred.

·       QuickBooks experience is strongly preferred.

Additional Information and Application Instructions:

Our client has a strong sense of urgency to fill this role with a quality candidate who has the drive and ambition to grow with the organization.  For the right individual, this represents an incredible opportunity to drive the development of the Finance and Accounting infrastructure, including building a cohesive professional team.

Interested individuals should reach out to Jennifer Chickey, Principal of BlueSummit Consulting, at jchickey@bluesummitconsulting.com.