The primary responsibilities of the Controller are to assist the VP, Finance in producing accurate and timely financial statements and in managing the staff and daily operations of the Finance Department.
- Manage the finance department month-end close process, up to and including producing accurate and timely financial statements.
- Manage Accounts Receivable process: ensure accurate recording of donor pledges to sub-ledger; import and reconciliation of receivables to general ledger; accurate recording of cash receipts and donor choice payout.
- Calculate and record pledge loss on a monthly basis.
- Resolve donor concerns and answer donor questions regarding pledge processing (including workplace campaigns, internal UWSN’s campaigns, Affinity groups, Tocqueville and Leadership giving).
- Work closely with the Database Administrator and manage all data support functions including data maintenance, account updates, and data analysis. Verify tax-exempt status and other criteria of organizations for donor choice eligibility.
- Verify monthly and annual agency acknowledgment reports are accurate and distributed via online portal.
- Timely and accurate preparation and distribution of year-end tax receipts.
- Prepare financial schedules; complete month-end close requirements and perform month-end analysis of outcomes.
- Monitor overall effectiveness of the pledge processing system and develop new techniques and procedures to enhance the quality and efficiency of pledge processing.
- Assist in planning and management of annual audit, including preparation of audit and Form 990 work papers and schedules.
- Assist in revenue and operating budget and forecast preparation and presentation.
- Manage a team of two direct reports.
- Select, guide, motivate and participate in the training of staff.
- Establish goals and expectations for team members.
Education, Skills, Experience, and Training Required
- Advanced working knowledge of accounting principles and standards, reporting requirements, reconciliation methods and audit compliance.
- Proven work history involving management level accounting experience and in-depth knowledge of Accounts Receivable accounting policies and procedures.
- Demonstrated ability to prepare reports and statistical analysis and present complex data in an understandable form.
- Ability to recognize an issue or concern, research best practices for resolution and set a plan in place to resolve the problem.
- Proven ability to develop and use creative & innovative methods and judgment to enhance the overall effectiveness/quality of the pledge processing system without compromising internal controls.
- Excellent communication skills, verbal and written. Ability to prepare and run meetings with volunteer Board Members.
- Proficient in the use of Microsoft Office applications with an advanced skill level in Excel.
- Strong analytical, troubleshooting and problem-solving abilities.
- Highly organized, detail-oriented and able to prioritize within a fast paced environment.
- Demonstrated ability to be highly motivated, take initiative and excellent follow-through skills.
- Ability to maintain professionalism, discretion and confidentiality at all times.
- Excellent time management and organizational skills and ability to do what it takes to meet deadlines.
- Ability to maintain on-going contact with others at different levels both internally and externally to the organization. Required to use diplomacy and judgment in dealing with others and must influence persons in all types of positions.
- Demonstrated ability to tactfully handle stressful situations, negotiate and resolve conflicts, respect and observe organizational protocol.
- Ability to work and engage with a diverse staff, volunteers, state and local government and philanthropic organizations, donors, community partners and independent contractors.
- Ability to be a team player and demonstrate a willingness to assist others on projects.
- A professional appearance and strong work ethic.
These requirements are met by any combination of education that includes a Bachelor’s Degree in Accounting, Business Administration or related field and a minimum of eight years of related accounting experience and three years of supervisory experience. Prior non-profit experience is preferred.
Technical Knowledge and Equipment
- Microsoft Office
- Internet Explorer/Google Chrome
- Google Suite
- Donor Database and/or Customer Relationship Management System
- Accounting General Ledger software
- The incumbent in this position may operate any/all of the following equipment: telephone, cell phone, and fax machine; computer, printer and related equipment; copy machine; audio-visual equipment; calculator.
The environment for this position is an open office area that is clean and comfortable. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. In addition, the incumbent may have limited travel to client sites, workplace events, meetings, etc.
In the course of performing this work, the incumbent:
- Will spend substantial time standing, sitting, speaking and listening.
- Must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.