Controller

JOB DESCRIPTION

Job Title: Controller

Department:

Location:Finance Department Marsell Corporate - Ontario,CA. Reports To: Vice President of Finance

FLSA Status:

Salary Range:

New Hire Bonus:Exempt $106,000 - $130,000 N/A

Position Summary: The Controller leads the accounting function for a multi-site nonprofit with more than $30 million in annual revenue, most of it from federal awards. This position owns the monthly and year-end close, the financial statements, review of grant accounting and federal reporting, the annual financial statement audit and Single Audit, and the internal controls in the Fiscal Policy Manual. The Controller supervises the Accounting Manager and the Grants Accountant and partners with the Vice President of Finance on budgets, cash, and Board reporting. Consistent with segregation of duties, this role does not release payments or wires, enter vendors or bills, or submit drawdowns.

Essential Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. All duties are performed consistent with the Fiscal Policy Manual (MWC-BRD-02). Close & Financial Reporting

• Own the monthly and year-end close calendar; deliver the close on schedule and track close metrics.
• Serve as second reviewer on account reconciliations (§13) and approve journal entries prepared by staff within assigned authority; the Vice President of Finance approves the Controller's own entries.
• Prepare monthly financial statements under nonprofit standards (ASC 958), including net asset classification, functional expenses, and budget-to-actual by program and award.
• Prepare Board and Finance Committee financial packages with the Vice President of Finance.
• Maintain the chart of accounts and dimension structure in Sage Intacct.

Grants & Federal Compliance

• Review each federal drawdown prepared by the Grants Accountant, including the indirect cost calculation against the rate in the award, before the Vice President of Finance submits it in the Payment Management System.
• Review each federal financial report (SF-425) against the Payment Management System and the general ledger before the Vice President of Finance certifies it.
• Oversee award setup, budgets, and budget-to-actual by award; review costs for allowability and allocation under the cost allocation plan.
• Review the annual schedule of expenditures of federal awards (SEFA); track reporting, periodend, liquidation, and closeout deadlines.
• Serve as trained backup preparer for drawdowns and federal financial reports.

Audit

• Lead the annual financial statement audit and the Single Audit: requests, schedules, adjustments, and corrective action plans.
• Support preparation of the Form 990.

Internal Controls

• Run the controls in the Fiscal Policy Manual: separation of duties, reconciliation sign-offs, journal entry approval, and vendor master review.
• Review the vendor master change report each month; test key controls each quarter and report results to the Vice President of Finance.
• Keep written procedures current; train staff on nonprofit accounting and federal grant requirements.
• Maintain trained backups for every cash, payroll, and reporting step.
• Exercise approval and signature authority only as assigned in the Fiscal Policy Manual and by the Board.
• No employee may prepare, review, approve, release, or serve as backup for any transaction involving a vendor, requester, or counterparty with whom they have a family or close personal relationship; such items must be routed to an unrelated Finance Department employee consistent with the conflict of interest register (FPM §15).

Supervisory Responsibilities:

• Directly supervises the Accounting Manager and the Grants Accountant, and indirectly supervises the Accounting Specialist, Payroll/AR Billing Specialist, and Accounting Assistant. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws, including training, assigning and directing work, appraising performance, and addressing problems.

Competencies:

To perform the job successfully, an individual should demonstrate the following.

• Business Ethics - Inspires the trust of others. Keeps commitments. Treats people with respect. Upholds organizational values. Works with integrity and ethically.
• Communications - Expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods.
• Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; meets commitments.
• Organizational Support - Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values; supports affirmative action and respects diversity.
• Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; sets goals and objectives; develops realistic action plans.
• Initiative - Volunteers readily; undertakes self-development activities; seeks increased responsibilities; takes independent actions; asks for and offers help when needed.
• Leadership - Inspires and motivates others to perform well; exhibits confidence in self and others; accepts feedback; gives appropriate recognition to others.
• Managing People - Includes staff in planning and process improvement; takes responsibility for staff activities; provides regular performance feedback; develops staff skills and encourages growth.
• Judgment - Exhibits sound and accurate judgment; explains the reasoning for decisions; includes appropriate people in decision-making; makes timely decisions.

Qualifications:

To perform 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 will be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

Bachelor's degree in Accounting or Finance required; CPA strongly preferred. Ten or more years of progressive accounting experience, including five or more years as a Controller or Assistant Controller in a nonprofit that receives federal awards, and three or more years supervising accounting staff. Direct experience required with nonprofit financial reporting (net assets and functional expenses), the Single Audit, federal drawdowns and federal financial reports, and federal cost principles. HHS awards, the Payment Management System, and a multi-site organization with more than $25 million in revenue preferred.

Language Ability:

Read, analyze, and interpret award terms, federal regulations, audit reports, and financial statements. Write clear reports, procedures, and correspondence for leadership, the Board, funders, and auditors. Present financial information effectively to the Board and its committees.

Mathematical Ability:

Apply accounting principles to complex transactions. Compute indirect cost, allocations, variances, and forecasts; work with budgets, percentages, and ratios.

Reasoning Ability:

Define problems, collect data, establish facts, and draw valid conclusions. Resolve accounting and compliance questions under nonprofit and federal grant standards, and recognize issues that need the Vice President of Finance or counsel.

Computer Skills:

• Advanced proficiency in Sage Intacct or a similar cloud ERP, including dimensions and financial reporting.
• Advanced Excel; proficiency in Microsoft Office. Experience with ADP, Ramp, and the Payment Management System preferred.

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 will be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

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. The employee is frequently required to use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and move around for work. The employee must be able to lift and/or move up to twenty-five (25) pounds. Specific vision abilities required by this job include close vision.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.