United Way of Salt Lake (UWSL) is changing the way organizations, communities, schools, governments, and individuals work to fix complex social problems. Together, we can help every child and family succeed at school and life. UWSL’s workplace is fast-paced, friendly, adaptive, and grounded in our core values: relationships, continuous improvement, equity, and results. We offer competitive compensation including a comprehensive benefit package, generous paid time off, and flexible schedules. People with diverse backgrounds and abilities are encouraged to apply. Join us in changing the world and giving everyone in our community the opportunity to live their best life.
The Controller collects and prepares financial data in order to prepare and provide reports that incorporate data analysis, budget forecasting, planning, cost analysis and tracking. The Controller works closely with and under the direction of the CFO. The position is hybrid reporting in person to our Salt Lake City office and working from home.
YOUR WORK WILL INCLUDE
1. Month-End Close Process
- Develop, improve, and issue timely monthly financial records for the Management team, Advisory Boards, and Board of Directors. Establish month-end close process and deadlines.
- Prepare journal entries for month end closing process.
- Reconcile balance sheet accounts including all asset, liability, and equity accounts monthly.
- Prepare data to be used in accounting journal entries related to cost allocation among departments.
- Setup and maintain projects, grants, and allocation distributions in the Blackbaud Financial Edge non-profit accounting software.
2. Internal Financial Controls
- Monitor, along with the CFO, accuracy of day-to-day activities of accounts payable, cash disbursements, revenue recording, and payroll transactions.
- Safeguard assets and assure accurate and timely recording of all transactions by implementing disciplines of internal audits, controls, and checks across all departments.
- Review Budget vs. Actual reporting to ensure fiscal responsibility within the organization.
3. Internal and External Financial Reporting
- Develop and analyze cost allocation standards and practices including FTE (full-time-equivalent) formulas and other techniques to be used in cost allocation among administrative, fundraising, and program costs.
- Prepare, along with the CFO, schedules needed for annual external audit and tax schedules for Form 990.
- Prepare financial reports for grantors/restricted contributors in compliance with contractual and agreed upon use of resources, including government grants.
4. Innovation & Process Improvement
- Seek innovative ways to continuously improve processes related to financial and operational areas.
- Utilize technology to automate and improve accuracy of reporting.
5. Support financial aspects of programmatic work including attending relevant meetings and assisting in relevant projects, including:
- Grant/resource development support. Maintain financial information that helps UWSL senior managers to determine where funding needs exist
- Support Grants Director by reviewing data tracked to create invoices for grants and other financial reports due related to grant agreements
6. Other duties as assigned
- Proven proficiency with spreadsheets, PC-based software, and automated relational database management systems required (Excel, Access, and PowerPoint)
- Knowledge of statistics and demonstrated analytical, problem-solving skills
- Ability to manage multiple projects from start to finish
- Ability to work well with others in fast paced, dynamic environment, thinking strategically and effectively when faced with difficult challenges
- Ability to clearly communicate results and provide recommendations to diverse stakeholders
- Interest and demonstrated practice in process improvement and innovation
- Demonstrated experience using financial data for decision making
- A solutions-oriented mindset, with the capacity to observe, interpret, apply lessons learned to situations, and be a flexible thinker
- Proficient with Microsoft and Google suites
- Ensures compliance with internal and external policies and regulations; risk identification and assessment; maintains objectivity; complete and accurate record keeping
- Bachelor’s degree in accounting or finance
- CPA certification preferred
- 2-3 years in finance or accounting role performing analysis
- Advanced Excel/spreadsheet proficiency
The team member is regularly required to communicate clearly, and exchange accurate information interpersonally or through communication devices. Must be able to learn new systems and procedures, prepare and analyze data and figures, constantly operate a computer and other standard office machinery. The position requires occasional movement throughout the office to access files, papers, or move supplies weighing up to 15lbs. Must be able to remain in a stationary position 75% of the time.
This is an exempt position with complete benefits. Salary commensurate with experience.