Controller, Finance & Banking, Financial Compliance

The Controller position supports grant lifecycle activities from award setup through closeout while ensuring compliance with accounting standards, regulatory requirements, and organizational policies. The role requires advanced financial analysis, budgeting, reporting, and data visualization skills to provide actionable insights to leadership and funding agencies.

• Complete quarterly, semi-annual, annual, and ad hoc financial and programmatic grant reports.
• Coordinate grant award setup and submit required documentation to oversight and funding agencies.
• Lead and participate in grant monitoring, program, compliance, and audit meetings.
• Manage grant modifications, extensions, closeout activities, and reporting requirements.
• Maintain complete grant files and support documentation in accordance with record retention policies.
• Ensure grant files contain sufficient audit-ready documentation and compliance records.
• Monitor grant expenditures to ensure compliance with funding restrictions and award agreements.
• Support internal and external grant audits and regulatory reviews.

• Generate monthly, quarterly, and annual financial reporting packages.
• Prepare Statements of Financial Position, Statements of Activities, and budget-to-actual reports.
• Reconcile balance sheet accounts, grant receivables, deferred revenue, and credit card liabilities.
• Analyze financial performance and identify budget variances with supporting explanations.
• Monitor grant spending and prepare budget reconciliation reports.
• Assist with annual operating budgets, program budgets, and financial forecasting.
• Prepare work papers and schedules for annual audits, CFR submissions, and regulatory filings.
• Assist in the preparation of Form 990 and other compliance reporting requirements.

• Perform month-end and year-end close procedures.
• Prepare deferred revenue calculations and grant accruals.
• Ensure compliance with nonprofit GAAP and grant accounting standards.
• Maintain strong internal controls over financial transactions and reporting processes.

• Oversee accounts payable operations, ensuring timely and accurate invoice processing and vendor payments.
• Supervise preparation, review, approval, and issuance in accordance with company policies and internal controls.
• Manage daily cash flow, monitor bank balances, and ensure sufficient funds for payment obligations.
• Oversee bank reconciliations and cash disbursement activities to maintain accuracy and accountability.
• Ensure compliance with financial policies, procedures, and internal controls.
• Supervise and develop AP staff, ensuring accuracy, efficiency, and adherence to deadlines.

• Develop financial dashboards and executive-level reporting tools.
• Create visualizations to track grant expenditures, funding utilization, budget variances, compliance metrics, and program performance.
• Automate recurring financial and grant reporting processes.
• Present financial trends and performance metrics to leadership using data visualization tools.

• Develop, write, review, and update accounting, grant administration, financial reporting, and internal control policies and procedures to ensure compliance with applicable accounting standards, regulatory requirements, funding guidelines, and organizational policies.
• Establish and maintain documented procedures to promote consistency, accuracy, efficiency, and accountability across financial and grant-related processes.
• Periodically review existing policies and procedures and recommend revisions to reflect changes in regulations, accounting standards, audit findings, and organizational needs.
• Communicate policy and procedural updates to relevant staff and support implementation to ensure consistent application across the organization.

• Monitor team assignments and ensure staff remain on track with submissions, portfolio updates, expense reviews, and reporting requirements.
• Maintain an updated tracker of completed, pending, overdue, and upcoming deliverables.
• Follow up regularly with team members to address outstanding items and reinforce accountability for meeting deadlines.
• Communicate potential delays, compliance concerns, and financial discrepancies to the appropriate management personnel.
• Support collaboration between the grants team, Finance, and program staff to improve workflow and…