The role of the Controller is an integral part of the Business Office responsible for coordinating and assisting in 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. The role is a supervisory role within the business office and reports to the Director of Finance.
Essential Functions and Responsibilities
Daily oversight of the accounts payable, accounts receivable, student billing, and other activities in the Business Office.
Ensure accurate and timely financial information and reporting, including all financial statements, cash flow and variance analyses, and dashboard reports.
Plan, coordinate, and prepare various workpapers or schedules for the annual financial statement audits including the School, Foundation and 403(b) plan.
Support the oversight of the annual IRS Form 990 and Form 5500 filings by outside CPA firm and 403(b) co-fiduciary
Prepare all periodic surveys and compliance reports for various school industry organizations (e.g. NAIS, Index, NBOA, etc.), as well as other internal and external information requests for financial data.
Prepare, review, and file tax forms, including but not limited to, annual 1099 forms, nonprofit annual registration form, property tax exemption, unclaimed property tax return.
Manage and cross-train for the activities required for Paylocity payroll system, Paymerang accounts payable, budgeting, accounts receivable, and student billing, all supported in Blackbaud's Financial Edge.
Assist with the annual property and liability insurance renewal process
Prepare, post, and reconcile activity and related journal entries, and prepare all associated spreadsheets and analyses. Reconcile bank accounts monthly.
Review, post, and periodically reconcile all cash, stock, pledges, and in-kind gifts in Financial Edge and Raiser's Edge NXT.
Partner with the Advancement Team on gifts, gala, golf outing and raffle compliance with state regulations and reconciliation of fundraising revenue.
Ensure accurate and appropriate coding and approval of all revenue, expenditure, and journal transactions to their appropriate accounts, including proper net asset classification.
Generate monthly departmental budget reports and forecasts and work with administrators and department chairs or auxiliary program coordinators regarding budget performance, program profitability, and effectiveness.
Prepare, reconcile, and report on any construction activities, asset acquisition and disposal, and maintain the fixed asset depreciation schedule within Blackbaud.
Maintain customer confidence and protect operations by keeping financial and personnel information confidential.
Communicate accounting policies to employees and ensure compliance with such policies.
Actively stay current on new regulations in GAAP, relevant non-profit accounting issues and private school industry trends and activities.
Ensure compliance with labor regulations (workers compensation, FMLA, ADA, STD).
Typical Level of Interaction: Requires strong interaction with all School divisions and departments that are serviced by the Business Office.
Typical Education and Experience: The ideal candidate will hold a minimum of a bachelor’s degree in accounting (CPA encouraged but not required) with 3 - 5 years experience in non-profit accounting. Prior managerial experience is a plus but not required. Independent School experience is a plus.
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.
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.
Other Qualifications: All prospective employees must be able to clear a background check and statement of good health screening.
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 listen, physically direct, and speak. The employee is required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision 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.
The noise level in the work environment is usually moderately quiet; however, variations in noise level may occur when the employee attends school functions such as assemblies, school dances, and other events.