Controller

Job Description

Description:

FLSA DUTIES STATUS: Exempt

REPORTS TO: Chief Financial Officer

JOB OBJECTIVE: The Controller is responsible for overseeing the daily accounting functions and accounting practices of Catholic Charities, including recording, and summarizing the financial transactions of the agency and agency programs. The Controller ensures entries are recorded in accordance with generally accepted accounting practices. The Controller works closely with the Board of Directors, Finance Committee, and Auditors to provide financial assistance and analysis.

The essential job duties include but are not limited to:

Analyze cash flow and other trends.

Oversees tasks associated with the risk management plan for the agency.

Provides support to the Performance Quality Improvement (PQI) process.

Reviews and analyzes the financial statements for each department providing feedback to program directors regarding their budgets.

Provides accounting maintenance for the organization utilizing appropriate staff support including:

Maintains a system of controls around efficient and accurate monthly closing procedures.

Posting regular monthly journal entries

Invoicing special programs administered by Catholic Charities for payments made on their behalf.

Recording all payments or donations to the proper account.

Maintaining fixed asset records and preparing the annual physical inventory of fixed assets as needed.

Reconciling and balancing all inter-fund accounts.

Recording accrued liabilities at the end of each month.

Assists with preparation and presentation of board and committee materials for the Finance Committee and Board Meetings, as well as statements to accompany the reports as required by the Finance Committee.

Ensure that audit is scheduled on time each year and provide assistance, documents and or explanations necessary for the auditor to complete the annual audit.

Primarily responsible for the coordinating and preparation of the Annual Budget.

Manage payroll and benefits with the assistance of the Accountant including the following:

Producing bi-weekly payrolls.

Paying payroll deductions to proper entities.

Posting payroll expenses and taxes to departments and programs.

Reconciling bank statement

Preparing and distributing all necessary income tax withholding statements.

Preparing monthly pension payment reports and making payment in a timely manner.

Posting Catholic Charities costs for the pension plan to appropriate accounts.

Serve as a central source for education and consultation to agency staff on financial matters, including assisting directors with the preparation of financial information for submission to grants, assisting employing resolving problems with accounting records or reports, or other related areas.

It is the responsibility of all staff members to recruit, train, and work with volunteers, and to treat all clients, volunteers, guests, and other employees in a courteous and respectful manner at all times.

Performs other duties as assigned by the Chief Financial Officer

SUPERVISORY RESPONSIBILITIES:

Finance Staff

MINIMUM QUALIFICATIONS FOR CONSIDERATION:

Bachelor’s degree in Accounting, CPA Highly Preferred.

5+ years’ experience in accounting, working knowledge of computers and associated equipment, and extensive knowledge of Excel, Word, Internet, and Outlook,

Experience in a Non-profit environment preferred.

Knowledge, skills, and abilities:

Strong verbal and written communication, listening, and presentation skills.

Strong flexible interpersonal skills required to interact effectively with employees and managers at all levels in the organization.

Excellent organizational skills required to ensure that multiple tasks receive adequate and timely attention.

Excellent Proficiency in Excel, Word, Outlook, internet, ten-key and calculator

Financial Edge, Blackbaud knowledge a plus

Have a working knowledge of computers and associated equipment.

Attention to detail, organization skills, accuracy, and the ability to work with minimal supervision are essential.

Maturity and the ability to maintain confidence is required.

Able to function autonomously and be proactive.

Excellent organizational and time management skills.

PHYSICAL REQUIREMENTS

This is sedentary work that requires the following physical activities:

Sitting for long periods of time, walking, finger dexterity, feeling, repetitive motions, talking, hearing, and visual acuity.

Occasional lifting (up to 20 pounds of computer equipment or paper supplies).

May be required to travel by car or plane to business events or other company locations. Travel may require prolonged sitting or standing.

Accommodation may be made for some of these physical demands for otherwise qualified individuals who require and request such accommodation.

WORKING CONDITIONS:

Normal office environment.

May be subjected to fast-paced decision making, crisis situations.

NOTE: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.

Requirements:

Full-time