SUMMARY The Assistant Controller supports the Controller in the administration of the Organization's accounting, financial reporting, compliance, and audit functions. Reporting directly to the Controller, this position assists with maintaining accurate financial records, preparing financial reports, coordinating accounting activities, and supporting compliance with applicable laws, regulations, accounting standards, and funding requirements.
The Assistant Controller works closely with accounting staff and organizational leadership to support efficient financial operations and ensure the timely completion of accounting and reporting activities. This position serves as a key member of the finance team, providing technical accounting support, assisting with process improvements, and developing expertise in the Organization's accounting and financial management functions.
Assist in the fulfillment of the Organization’s vision and mission.
DUTIES AND RESPONSIBILITIES/ESSENTIAL FUNCTIONS
Accounting Operations:
- Assist the Controller in the oversight of accounting operations, including general ledger maintenance, fixed assets, grants accounting, and financial reporting activities.
- Review journal entries, account reconciliations, and supporting documentation for accuracy and completeness.
- Assist with month-end and year-end closing activities.
- Support the preparation of monthly, quarterly, and annual financial statements and related schedules.
- Maintain accurate accounting records in accordance with Generally Accepted Accounting Principles (GAAP).
- Assist with monitoring cash balances and preparing treasury-related reports.
Compliance, Internal Controls, and Audit Support
- Assist the Controller in maintaining internal controls and compliance processes.
- Monitor accounting activities for adherence to organizational policies and procedures.
- Prepare audit schedules, workpapers, and supporting documentation for external audits and funding reviews.
- Assist with implementation of audit recommendations and corrective action plans.
- Support compliance with federal, state, local, and funding source requirements.
Financial Reporting and Analysis:
- Prepare recurring financial reports and schedules for management review.
- Assist with grant expenditure reporting and other required financial reports.
- Analyze account activity and investigate discrepancies as needed.
- Assist in preparing financial analyses and special projects as assigned.
- Compile supporting information for budget development and forecasting activities.
Staff Support and Development:
- Provide guidance and technical support to accounting staff.
- Assist with training and cross-training efforts within the finance department.
- Participate in employee onboarding and development activities.
- May provide work direction to accounting staff on assigned projects and activities.
Collaboration and Communication:
- Collaborate with program and department staff to gather financial information and resolve accounting issues.
- Assist the Controller in responding to requests from auditors, funding agencies, and regulatory organizations.
- Participate in meetings and projects related to accounting, compliance, and financial management.
- Support organizational initiatives and continuous improvement efforts.
Travels for Organization business using reliable transportation.
Works evenings and weekends as required.
Performs other duties as assigned.
QUALIFICATIONS
To execute this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION:
- Bachelor’s degree in accounting, Finance, or a closely related field required.
- Master of Business Administration (MBA) or Certified Public Accountant (CPA) designation preferred.
- Professional certification, in good standing (such as CIA, CMA, or CPP) preferred.
EXPERIENCE:
A minimum of 5 years of progressively responsible finance experience, with at least 2 of those years in non-profit finance.
OTHER QUALIFICATIONS:
- Deep understanding of financial and business management principles, techniques, and methods.
- Knowledge of governmental and non-profit funding sources, accounting principles, and regulations
- Understanding of legal aspects and ramifications of contractual agreements
- Ability to analyze financial and economic development-related recommendations
- Strong analytical abilities and problem-solving skills
- Commitment to professionalism and diligence
- Knowledge of financial and accounting principles and practices, with a preference for grant reporting and related governmental regulations
- Excellent written and verbal communication skills
- Proficient in Microsoft Office Suite and related business software.
- Must possess interpersonal skills that promote a healthy work environment with all levels of staff.
- Ability to use sound judgment and high degree in maturity.
- Bilingual English/Spanish or other secondary language preferred to meet the needs of the program.
- Pass required background investigation, acceptable criminal record statement, Department of Justice fingerprint clearance
- Effective presentation, written and verbal communication skills.
- Willing to work additional hours and days to meet the needs of this position.
- Maintain a valid California driver’s license, reliable transportation, adequate auto insurance as required by State law, and insurability by agency carrier for those driving agency vehicles.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands and fingers to handle or feel; and talk or hear. The employee frequently is required to stand, walk, and reach with hands and arms. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIRONMENT
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.
While performing the duties of this job, the employee is occasionally exposed to outside weather conditions. The noise level in the work environment is usually moderate.
Monday - Friday 8:30a - 5pm
