Published May 31st, 2024

Financial Accounting, Investments, and Cash Management

  • Maintain an accurate general ledger by overseeing all gifts, grants, investments, AP, GL and other transactions.
  • Lead monthly and quarterly closings including adjusting entries and reconciling subsidiary modules and supporting organization records.
  • Oversee monthly investment account reconciliations and accurate administrative fee calculations; oversee checking accounts and approve deposits, ACH, PosiPay, and bank and investment account reconciliations.
  • Maintain current procedures and documented controls over financial transactions; coordinate, review and collect investment manager documents. 
  • Calculate asset-rebalancing entries and execute transfers to move cash in and among checking and investment accounts. Execute cash flow and fund transfers.
  • Prepare for approval, all investment related transactions including purchases, sales, and payments of fees

Financial Analysis and Reporting 

  • Collaborating with the VP of F & A, prepare quarterly financial reports for management, the finance committee, Board, and Foundation for Community Health (FCH) finance committee.
  • Collaborating with the VP of F & A, prepare monthly departmental operating budget reports, quarterly fund statements, and fund program and grant reports.
  • Lead finance department staff with audit and tax preparation by providing and guiding staff to prepare reports, provide information, and complete annual MA, CT and NY annual reports and solicitation filings. 
  • Oversee staff completion of foundation, industry and investment surveys; agency fund audit confirmations; and, monthly dashboard and investment reports for website and donor portal.

Charitable Funds Management

  • Ensure accurate coding of new funds, changes to funds, and closing funds.
  • Track low balance funds, prevent against spending from negative fund balances, and coordinate actions with program and philanthropic services departments.
  • Oversee provision of fund financial data to staff as requested.

Human Resources
Oversee functions of human resources, including payroll management, workforce management in partnership with HR Consultant to ensure that HR initiatives are smoothly operated for a healthy work environment.
The Controller may undertake additional responsibilities as time permits and business needs evolve. 
A qualified applicant for this role will demonstrate a compelling combination of the following attributes and skills: 

  • Bachelor’s degree in accounting is required; CPA preferred.
  • 5+ years of accounting and financial experience is required, specifically with extensive knowledge of investment reconciliations and accounting for investments. Experience in a nonprofit including proven knowledge of Not-for-Profit accounting standards and related methodologies would be a plus. 
  • Knowledge about alternative investments and their treatment in the financials.
  • Experience in accounting and audit preparation is required; gathering, evaluating, presenting and reporting financial information to executive teams desired.
  • Experience supervising accounting professionals and managing staff teams; proven ability to lead and promote collaboration
  • Personal qualities of integrity, credibility, and ethical conduct along with a commitment to the accurate reporting and the mission, vision and values of the organization
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