Controller, Finance & Banking, Financial Compliance

Description

Our Mission: Since 1981, the Orangewood Foundation has passionately advocated for young people facing foster care, homelessness, and trafficking. Our mission is to empower these individuals by supporting the futures they envision, providing dedicated one-on-one support to help them achieve their dreams and goals.

Our Programs & Services: We provide programs and services in four essential areas:
Basic Needs & Support, Education, Life Skills & Employment, and Transitional Housing & Support.

Our Vision: A community where every young person thrives. This is our long-term goal for young people in Orange County. We embody this goal every time we talk to a young person, a volunteer, a community member, and to each other.

Our Commitment: Equal Opportunity Employer, Flexible Scheduling, Powerful Teamwork, Personal Fulfillment, Thriving Community, Professional Development, Mental & Physical Wellness, Competitive Compensation

Our Values: At Orangewood, recently ranked #27 in Best Places to Work 2025, we take pride in fostering a positive and supportive workplace culture. We ask all staff to uphold the following core values:
Trust, Respect, Empathy, Inclusion, and Advocacy

Position Title: Controller

Employment Classification: Full-Time;
Salary;
Exempt

Reports to: Chief Financial Officer

Department: Finance

Position Summary:

Completes the monthly close process and reporting. Responsible for overnight of all monthly reconciliations and contract billing. Assists the CFO in all financial tasks as necessary.

Major Areas of Responsibility:

• Provides overall leadership and supervision of the Finance team.
• Work collaboratively with the People and Culture team on payroll review.
• Updates on an annual basis the accounting policies and procedures for Orangewood Foundation and Samueli Academy.
• In collaboration with the CFO provides timely financials to the leadership of Orangewood Foundation and Samueli Academy.
• Responsible for implementing sound internal controls to safeguard the assets of the organization.
• Serves as the primary point person for banking relationships.
• Review and approve monthly billing and reconciliation of various contracts with the County, State or Federal agencies.
• Participate in monthly meetings with Program Staff to review and track contract spending.
• Oversee Budget Modifications for various contracts with the County, State or Federal agencies.
• Review and approve check runs, ACH and other payments to vendors in accordance with accounting policies.
• Review the Cash Flow reconciliation daily and ensure adequate cash flow for checking, payroll and all other cash flow needs.
• Attend and participate in monthly Finance committee, Audit and Investment committee meetings for Orangewood Foundation and Samueli Academy.
• Ensure compliance with all applicable laws, rules and regulations related to the organization’s financial data.
• Reconcile monthly revenue with the Development Department.
• Oversee and participate in the financial statement month-end closing process, including preparation of month-end journal entries, analyzing financial data for reasonableness and accuracy, and adjust as necessary.
• Serve as point person for any financial audits of the organization including workers compensation, contracts and independent third-party audits.
• Serve as a leader on the Leadership team and participate in advancing the organization’s strategic objectives. Attend leadership, people manager, and staff meetings in person.
• Attend and encourage Finance team to participate in company sponsored events throughout the year.
• Additional duties as assigned by leadership.

Requirements

Knowledge, Skill, and Experience Requirements:

• Bachelor’s degree in Accounting/Finance required.
• 5+ years’ experience in the accounting field, preferably in…