Controller, Finance & Banking, Financial Manager

Controller

Catholic Charities Archdiocese of Boston, South Boston, Massachusetts, United States

The Controller provides strategic and direct leadership over Catholic Charities financial operations during a period of significant modernization.

The role oversees all day‑to‑day accounting functions, ensures compliance with nonprofit and government funding requirements, and serves as the internal lead for the successful implementation of Net Suite, a new Enterprise Resource Planning system.

The Controller strengthens financial processes, partners with program leaders to deliver accurate, timely financial information that supports effective operations and advances the organization’s mission.

The position leads a 10‑person team and supports informed mission‑aligned decision making.

• Manage the Accounting Department’s daily functions, including billing, cash receipts, accounts receivable, contract monitoring, cash disbursements, accounts payable, payroll, general ledger maintenance, journal entry review, account reconciliation, and month‑end closing procedures.
• Ensure timely and accurate issuance of all financial statements in accordance with GAAP and the AICPA’s professional standards for non‑profit accounting on a monthly and annual basis.
• Act as contact with outside financial groups such as auditors, contractors, consultants, vendors, the Archdiocese of Boston, United Way, and governmental agencies.
• Prepare required federal, state, city, and municipality tax returns and other regulatory filings.
• Plan and coordinate audit preparation across the Agency for annual financial statements, federal award and Uniform Financial Report audits, maintaining an internal schedule to meet deadlines.
• Collaborate with the CFO to prepare meeting materials and present financial statements to senior management and the Board of Trustees Finance, Audit and Investment Committee.
• Attend quarterly committee meetings and prepare meeting summaries.
• Strengthen internal controls, update financial forms and policies, and identify opportunities to streamline workflows.
• Maintain continuous improvement by seeking feedback and documenting processes.
• Lead the budget preparation process: develop timelines, financial budgets, and reforecast financial results; provide clear budget‑to‑actual reporting and variance analysis.
• Oversee data migration, testing, configuration, and user training for the ERP system.
• Ensure the ERP supports grant tracking, program costing, payroll integration, and reporting.
• Assess and maximize financial systems to develop additional efficiency and functionality.
• Ensure all direct reports complete required training and testing.
• Set performance goals, provide ongoing feedback, conduct annual performance evaluations, and manage employee relations.
• Recruit, hire, train, mentor, and lead a high‑performing finance and payroll team.
• Develop, maintain, and monitor all financial and accounting policies, processes, and procedures to maintain internal control.
• Act as fiduciary for Catholic Charities 403(b) retirement plan.
• Travel as needed to meet with teams at program locations and other parties.
• Perform additional duties as requested by the CFO or designee.

• Bachelor’s degree in accounting, business administration, or finance, with a concentration in accounting.
• CPA certification and/or MBA is preferred.
• Minimum of five years’ experience as financial manager/controller of a small to medium‑sized organization or equivalent public accounting experience.
• Technical proficiency with budgeting, financial statements, and accounting software; strong knowledge of Microsoft Office Suite.
• Experience implementing an ERP system, preferably Net Suite, and modifying ERP systems to improve efficiency.
• Understanding of financial reporting standards, accounting principles, audit coordination, internal controls, and compliance requirements.
• Proficiency in overseeing month‑end and year‑end close processes.
• Ability to analyze financial data and identify trends.
• Excellent time‑management and organizational skills to meet reporting deadlines.
• Strong written and verbal communication skills.
• Interest and ability to lead, function…