Job Title: Controller (Management) Status: Full-Time
Department: Finance and Operations Reports to: Vice President of Finance
Date Prepared: 10/31/2023 FLSA Status: Exempt
POSITION OVERVIEW: Lead the finance and accounting functions of United Way in collaboration with accounting department and the Vice President of Finance (“VPF”). Work with Finance Committee and Board of Directors on financial oversight of organization. Provide oversight to accounting department to ensure accountability and proper administration of the organization’s financial affairs in conformity with applicable business and regulatory standards. Partner with VPF on strategic initiatives to improve effectiveness and efficiency of all work and provide backup relative to financial matters for the VPF as needed.
ESSENTIAL JOB FUNCTIONS AND EXPECTED PERFORMANCE OUTCOMES include the following. Other duties or responsibilities may be assigned.
LEAD THE FINANCE AND ACCOUNTING TEAM
- This department has a staff of six employees for whom the Controller is the direct supervisor. Responsibilities include the support and development of this team in annual and day-to-day matters including: setting and supporting the achievement of performance goals, supervision and appraisal of ongoing performance, training, cross-training and assigning and directing work. This position is also responsible for the hiring and any needed discipline in the team, both with the support of the HR department.
Expected Outcome: Skilled, well-trained problem-solvers who know how to work well together.
ACCOUNTING FUNCTION LEAD
MONTHLY AND YEARLY CLOSING PROCESS
- For Monthly and Yearly Closing Process:
- Assist, coordinate, and review the activities of the accounting staff in the month-end and yearly closing process.
- Complete and maintain support for normal monthly journal entries and any special entries.
- For Audits:
- Coordinate annual financial audit (including A133 audits) and the 403b audit.
- Prepare preliminary financial statements and related footnotes.
- Ensure subsidiary reports and PBC schedules—prepared in house—are available on the first day of audit.
- Prepare and file all required governmental reports (e.g. 5500’s) associated with benefit plans.
- Develop, implement and monitor internal controls to ensure fiscal integrity.
- Maintain appropriate financial and accounting files.
- For Accounts Payable and Receivable:
- Oversee accounts receivable process, including receipting, posting, and statement preparation.
- Ensure that accounts receivable status reports are provided monthly.
- Monitor accounts payable process to ensure accuracy and adherence to policies, procedures, and controls, including review of employee travel/expense reports.
- Control the timing of vendor payments to maximize available cash balance.
- Maintain systems necessary for distribution of special disbursements, including combined campaigns, donor choice and allocations.
- For Payroll:
- Oversee bi-weekly payroll process.
- Review payroll and related journal entries and provide back-up in the absence of Grant Accountant.
Expected Outcomes: Monthly and yearly closings are accurate and timely. Audits are completed timely, and both the Statement of Activities and Statement of Financial Position are consistent with internal statements, meaning no material adjustments are required as a result of audit findings. Accuracy of all A/R and A/P processes. Proper documentation, support, timing and adherence to policies, procedures and controls. Accurate, on-time payroll.
BOARD/EXECUTIVE LEADERSHIP SUPPORT
- Assist VPF with compiling various reporting requirements and attend the Finance/Operations, Investment and Audit Committee meetings. Serve as a resource to those Committee members as it relates to the finances of the organization.
- Organize and lead the administration of the quarterly Investment Committee meetings.
- Present financial information in partnership with VPF at all Committee meetings as necessary.
DRIVE OPEARTING RESULTS
- For annual campaign:
- Work closing with Manager, Transaction Processing relative to finance staff’s work, especially distribution and eligibility of donor choice payments.
- Assist in the creation of campaign agreements with donor companies and other United Ways.
- Ensure that timeline is met relative to distributions of all donor choice payments. Provide support to coordinating committees of public sector combined campaigns (i.e., expense reports, designations, and distributions); participate at committee meetings as requested.
- Participate in staff and volunteer committees responsible for evaluating donor choice and distribution policies.
Expected Outcomes: Efficient, accurate, timely donor choice distributions.
- Oversee investments, endowment and general portfolios in accordance with investment policy guidelines and direction from Investment Committee of the Board and outside Investment Consultant.
- Monitor cash flow and line of credit to ensure adequate funds are available for operating needs.
Expected Outcome: Ensure cordial and effective banking relationships and accurate oversight of investments in line with directives of Investment Committee.
EDUCATION AND EXPERIENCE:
- Requires a Bachelor’s degree from a four-year college or university with a major or specialization in accounting and 10 + years of accounting and/or other finance experience.
- 5+ years of non-profit preferred and grant accounting or government contracting experience a plus.
- Demonstrated excellence in the supervision of staff.
- A certification as a public accountant (CPA) is highly desirable.
- Mission-Focused. The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivation.
- Relationship-Oriented. United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.
- Collaborator. United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
- Results-Driven. United Way professionals are dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
- Brand Steward. United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.
OTHER SKILLS: Takes full responsibility for, i.e., “owns” full accounting system (GL, financial statements, reporting) such that it’s known intuitively. Possesses extreme attention to detail; organized.
LANGUAGE SKILLS: Solid verbal and written communication skills are essential. Applicant must have the ability to effectively present information to United Way board directors and volunteer committees and respond to common inquiries from customers and regulatory agencies.
MATHEMATICAL SKILLS: Ability to apply and interpret concepts such as fractions, percentages, ratios, and proportions to practical situations.
REASONING ABILITY: Proven ability to interpret financial and accounting information in depth. Ability to present financial and accounting reports to staff and volunteers in a concise, understandable format.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand, walk, and use hands to keyboard, handle and reach with hands and arms. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to focus.
The person performing this job must possess the ability to work well under pressure.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Moderate noise (business office with computers, phone, printers and light traffic).
- Ability to work in a confined area.
- Ability to sit at a computer terminal for an extended period of time.
AMERICANS WITH DISABILITIES
It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC’s policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment.
EQUAL OPPORTUNITY EMPLOYER
It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions.
DIVERSITY, EQUITY & INCLUSION STATEMENT:
Diversity, Equity & Inclusion is a core value at United Way of Greater Milwaukee & Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work.
This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.
Required degree level
Years of experience
- 5 - 10 years of experience
- $101,000 to $120,000 per year