Position: Controller

FLSA Classification: Full time, exempt

Reports To: Director of Finance & Operations

Position Purpose: The role of the Controller is an integral part of the business office responsible for coordinating the preparation of financial reports, such as income statements, balance sheets, and analyses of historical and future income and expenses, in addition to other special reports that may be needed. The Controller also oversees the functions of accounting, audit, and budgeting. This position will begin in November 2023.

Essential Duties and Responsibilities

General Accounting and Financial Reporting

• Responsible for managing the accounting function, ensuring accurate and timely financial information.

• Prepare monthly financial statements, including variance analyses.

• Upload annual budget into Blackbaud.

• Supervise student billing and general accounting operations.

• Review account reconciliations on a monthly basis.

• Ensure timely, accurate payment of debt service and swap settlement.

• Assist the Director of Finance & Operations in the preparation and monitoring of departmental budgets and forecasts working with other administrators and department heads concerning budget performance.

• Communicate accounting policies to affected employees and ensure compliance with such policies.

• Monitor and analyze the school’s financial performance, identifying areas or concern or opportunity.

Cash

• Supervise all incoming cash receipts and deposits.

• Manage the schools’ cash flow, including monitoring cash balances, forecasting cash needs, and optimizing the use of funds.

• Coordinate with appropriate parties to ensure timely collection of tuition and fees and manage billing and collections processes. 

Audit

• Take lead position on the preparation of schedules and work papers for annual audit (school and 403b plan)

• Take lead position on Form 990 preparation.

• Maintain permanent office files for all audit schedules prepared by school

• Ensure compliance with federal, state, and local financial regulations and reporting

• Stay updated on changes in the accounting standards that may impact the school's financial operations.

• Identify and mitigate financial risk, recommend improvements to minimize potential liabilities.

Surveys and Peer Reporting

• Prepare all periodic surveys and reports for the school’s trade organizations (e.g. NAIS, CAIS, NBOA and Cal-ISBOA)

• Prepare other similar data as requested

Other

• Other miscellaneous tasks as assigned in support of the Director of Finance & Operations.

Position Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.

• Minimum 5–7 years of experience in non-profit accounting, including managerial experience in an educational setting.

• Working knowledge of non-profit accounting is essential.

Other 

Qualifications:

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

• Ability to learn and teach others established processes - Recognizes the importance of learning and motivates others by own enthusiasm. Is able to learn and reproduce the current processes and recommend best practices to streamline them.

• Time management skills - Manages many tasks and projects simultaneously while adhering to deadlines and promises. Maintains work/life balance without compromising expectations of others. Respected for ability to “find” or “make” time to get things done.

• Organizational skills - Creates action plans to meet divisional goals and objectives. Conducts periodic reviews of progress and measures against goals. Establishes broad policies for the office to ensure success.

• Communications skills - Effectively communicates accounting, financial and service issues that are complex in nature. Maintains open communications channels with peers, administrators, and customers at the School. Ability to build and maintain collaborative relationships.

• Written communication skills - Effectively communicates broad and very complex business issues.

• Problem-solving skills - Considers a broad range of internal and external factors when solving problems. Grasps complexities and perceives relationships among different problems or issues. 

Physical qualifications:

• Regularly sit, talk, run, move equipment, hear, and visually interact with students

• Be able to occasionally lift up to 25 lbs

• Regularly use close and distance vision

• Work at a desk and computer screen

• Turn, bend, reach, and occasionally use a ladder

• Work in a traditional, climate-controlled office environment and outside in both hot and cold climates

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