Controller, Finance & Banking, CFO

Position Title

Controller

Finance

Exempt

15

Chief Financial Officer (CFO)

The purpose of this position is to support the Agency’s needs by managing and maintaining all financial reporting for the Community Renewal Team including Flash Reports, Job 6 reports, finance committee reports and other reports as needed under the supervision of the CFO. The Controller will also provide oversight of all treasury functions, cash flow analysis, banking, and manage relationships with key financial vendors to provide the maximum return on invested funds.

The Controller will also oversee all financial software functions to fully utilize the capabilities of the accounting software. The ideal candidate will have 10+ years of strong accounting and financial experience with at least 5 years as a Financial Manager/Controller in a non‑profit organization.

• Work closely with the CFO to drive budgetary/financial planning, cost management, and maximize spending of all grant dollars.
• Work with the CFO in developing annual and multiyear budgets, assessing organization financial performance, long‑term strategizing, and providing recommendations to enhance financial performance.
• Lead the finance team in reporting, revenue analysis, audit and tax filings, cash management and forecasting, and investment and asset management.
• Work with the CFO to ensure compliance and timely filing with federal and state taxes.
• Work with the CFO to ensure cross‑team communications, prioritizing work and coordinating workflow.
• Manage liaison activities with the bank, external auditors, and software vendor.
• Perform other tasks, special reports as needed and instructed by the CFO.
• Create the flash reports for VPs and CFO review.
• Coordinate with the CFO to prepare all reports needed for the monthly Finance Committee meetings.
• Work with the CFO to complete the year‑end financial statements and footnotes.
• Review all reports with the CFO.
• Create special reports as needed for the CFO and CEO.
• Act as Senior Accountant for the Meadows/Hartford Assisted Living Limited Partnership (HALLP).
• Review program Job 6 reports and income statements after the monthly closing.
• Perform all other duties as assigned.

Education:

Bachelor’s degree in Accounting or Finance, CPA and/or Master’s degree required. Minimum eight (8) years of related experience required. Minimum four years of experience in a senior finance management role required. Public accounting and/or not‑for‑profit human service industry experience preferred.

Knowledge of generally accepted accounting practices and principles required. Knowledge of Title2 U.S. Code of Federal Regulations Part
200, Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (Uniform Guidance preferred).

Experience with Windows, financial software and MS Office skills with advanced proficiency in MS Excel and MS Word. Excellent oral and written communication skills, customer service, and organizational skills.

Yes. Agency Vehicle:
No. Employee’s Own Vehicle:
Yes. Active driver license in good standing required upon hire and throughout employment.

Physical Ability:
Tasks involve sedentary to light work, involving some reaching, handling, fingering and/or feeling of objects and materials. Sensory Requirements:
Some tasks require visual perception and discrimination; some tasks require oral communications ability. Environmental Factors:
Tasks are regularly performed without exposure to adverse environmental conditions such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes, temperature and noise extremes, machinery, vibrations, electric currents, traffic hazards, animals/wildlife, toxic/poisonous agents, violence, disease, or pathogenic substances.