Controller

Status:

Full-Time

Start:

Mid to Late February

Reports to:

Executive Director

Location:

In-office, though one flex day per week will be granted

Position SummaryThe Controller is a newly created role responsible for overseeing all accounting, financial reporting, and internal financial controls for the organization.

This position centralizes duties previously handled by the Bookkeeper, the Executive Director, an external CPA, and the audit preparation team.

The Controller will manage all day-to-day accounting operations, ensure accurate financial reporting for both foundation operations and funds managed for philanthropic purposes (DAFs, scholarship funds, relief funds, endowments, agency funds, etc.), support audits and tax filings, and serve as the primary financial liaison with external partners, including investment managers and auditors.

Key Responsibilities:

Accounting & Financial Operations

Manage all daily accounting activities, including cash receipts, cash disbursements, and general ledger maintenance

Process and reconcile donations from individuals and corporations (cash, check, and credit card), including gifts to new and existing funds

Manage disbursements for grants, scholarships, fund activity, giving circles, vendor payments, and staff reimbursements

Prepare and post all journal entries

Reconcile all bank and investment accounts

Reconcile credit card activity, including donation platforms and organizational credit cards

Reconcile direct deposits and payroll-related transactions

Allocate administrative and investment fees across all funds

Prepare ad-hoc financial reports for fundholders as needed

Payroll & Human Resources Support

Submit payroll through HCP

Record payroll, taxes, and benefits in the accounting system

Manage new employee onboarding paperwork and benefits enrollment through HCP

Cash & Investment Management

Monitor and manage organizational cash flow and transfers required through multiple cash accounts

Prepare and execute transfers between accounts (cash accounts and 40+ investment accounts), including calculations and documentation

Serve as primary point of contact with Merrill Lynch and UBS, including:

New fund paperwork

Facilitating communication between fundholders and Merrill Lynch when needed

Financial Reporting & Board Support

Prepare monthly and periodic financial statements

Prepare financial reports and schedules for Board Meetings for Executive Director review

Support leadership with financial analysis and forecasting

Audit, Tax & Compliance

Lead audit preparation and serve as primary internal contact for auditors

Prepare and maintain audit support documentation, including:

Entity-level and IT controls

Walkthroughs for significant transactions

Trial balance and preliminary analytics

Payroll accrual support

Prepare rollforward reports, including:

Investment rollforward

Endowment rollforward

Net asset rollforward

Functional expense allocation

Support annual Form 990 preparation, including:

Completing the 990 questionnaire

Preparing all requested schedules and documentation

Participating in meetings with the external tax team

Qualifications:

Bachelor's degree in accounting, Finance, or related field (CPA preferred but not required)

Minimum of 7 years of accounting or financial management experience (nonprofit experience preferred, community foundation financial management a STRONG plus)

Strong knowledge of GAAP and nonprofit accounting standards

Detailed experience with audits, financial reporting, and tax filings (Form 990)

Proficiency with accounting software and payroll systems (Preference will be given to those with Foundant expertise/knowledge)

Experience with managing and financial reporting/accounting for investment accounts required.

High attention to detail with strong organizational and analytical skills

Ability to manage multiple priorities and deadlines independently

Strong communication skills and comfort working with external partners and stakeholders

Additional Information:

Compensation

$95-105,000 annually (depending on experience)

Benefits

• 3% 401k Match, insurance reimbursement monthly stipend
• 17 paid holidays
• 15 accrued PTO days
• 7 annual sick days

Why This Role Matters

This role is critical to strengthening financial operations, improving internal controls, and supporting the organization's growth. The Controller will play a key leadership role in building sustainable financial systems and ensuring transparency and accuracy across all funds and programs.