Controller, Finance & Banking, Financial Reporting

302 N. Lampasas Street Round Rock TX 78664 , US

The Central Texas Community Foundation was founded in 2004 to provide simple, flexible, and effective ways for permanent endowment funds and donor directed funds to be established and managed. The foundation works with donors to help achieve their personal, financial, and philanthropic goals and to establish endowments for a variety of purposes. Since inception, this foundation has granted nearly $35 million to local nonprofits and has provided millions in relief funds to help individuals in times of crisis.

Status: Full-Time Start: New position beginning 2026 Reports to: Executive Director

Position Summary

The 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, Executive Director, external CPA, and 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.

• 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 fund holders as needed

• Submit payroll through HCP
• Record payroll, taxes, and benefits in the accounting system
• Manage new employee onboarding paperwork and benefits enrollment through HCP

• 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 fund holders and Merrill Lynch when needed
• 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

• 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 roll forward reports, including:
  • Investment roll forward
  • Endowment roll forward
  • Net asset roll forward
  • 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

Salary range:

$ (depending on preferred experience)

3% 401k Match, insurance reimbursement monthly stipend

17 paid holidays

To apply for this job please email your resume to amy