Controller, Finance & Banking, Financial Manager

The Controller will be responsible for overseeing all aspects of financial management, including accounting, budgeting, grants management, audit, compliance, and financial reporting. This individual will play a key role in supporting the executive team and program leaders with strategic financial insights, while ensuring the organization maintains strong internal controls and complies with all regulatory requirements.

• Financial Management & Reporting
  • Lead the preparation of monthly, quarterly, and annual financial statements
  • Maintain general ledger and chart of accounts
  • Oversee month-end and year-end close processes
  • Prepare financial reports for the executive team and board of directors
  • Track key performance indicators and assist with financial forecasting
• Budgeting & Forecasting
  • Lead the annual budgeting process in coordination with department heads
  • Monitor actual vs. budget performance, provide variance analysis, and recommend course corrections
  • Prepare cash flow projections and monitor liquidity
• Grants & Contracts Management
  • Track restricted and unrestricted funds, ensuring proper allocation of grant dollars
  • Prepare financial reports for funders in coordination with development staff
  • Support proposal budgets and grant compliance requirements
• Audit & Compliance
  • Serve as primary liaison with external auditors and manage the annual audit and 990 filing process
  • Ensure compliance with GAAP, IRS regulations, and nonprofit best practices
  • Maintain internal control policies and procedures to safeguard assets
• Team Leadership & Operations
  • Supervise and develop finance staff and/or external accounting partners
  • Collaborate with HR and operations teams on payroll, benefits, and insurance compliance
  • Recommend improvements to financial systems and processes

• Required
  • Bachelor’s degree in accounting, Finance, or related field
  • Minimum of 5–7 years of progressive accounting experience, including nonprofit financial management
  • Strong knowledge of GAAP, nonprofit accounting, and fund accounting
  • Experience managing budgets of $5M+ and overseeing external audits
  • Proficiency with accounting software (e.g., Quick Books, Sage Intacct) and Excel
  • Excellent analytical, organizational, and communication skills
• Preferred
  • CPA or equivalent designation
  • Experience with federal or state grant compliance (e.g., Uniform Guidance)
  • Knowledge of mental health or healthcare-related financial management
  • Experience working in a mission-driven, culturally diverse environment