Controller - Non Profit

Job Description
DEPARTMENT: Finance  
POSITION TITLE: Controller                                                                     
The Controller reports directly to the CEO and is directly responsible for overall operations, coordination, and continuous improvements of the Financial Departments. Performs diverse and specialized assignments, in assigned area of expertise, in which analysis of situations or data requires an in-depth evaluation of various factors. Exercises judgment within broadly defined practices and policies in selecting methods, techniques, and evaluation criteria for obtaining results. May determine methods and procedures on new assignments and may provide guidance to other Unity Care staff. As with all UC staff, this position is responsible for adhering to the performance standards set forth in the UC Staff Employee and UC policies and procedures.
DIRECT REPORTS: 

• Accountant
• AP Specialist

QUALIFICATIONS:
Required:

• A proven leader with at least 10-12 years of broad finance experience, ideally beginning in audit, followed by experience gathering and evaluating financial information and making actionable recommendations to senior leadership:
• Experience managing finance (accounting, budgeting, control, and reporting) for a complex non-profit with multiple funding sources including government (federal, state, and local) contracts with diverse program areas;
• Bachelor's degree in accounting, business, or related field;
• Experience in a senior financial-management role, partnering with executive staff, resulting in the development and implementation of creative financial management strategies;
• Significant experience in, or knowledge of, non-profit accounting, including sophisticated fund and grant accounting, compliance and reporting;
• Must be a critical thinker who demonstrates sound judgment and a continuous improvement mindset;
• Excellent verbal and written communication skills, including the ability to effectively communicate with a diverse set of internal and external stakeholders;
• Has successfully leveraged technology to deliver efficiency gains while improving internal control;
• Ability to work independently or as part of a cross-functional team to complete assignments in a timely manner;
• Extensive knowledge of GAAP, fund accounting concepts, and ability to understand and correctly process complex accounting transactions; and
• Knowledge of state and federal regulations, and tax reporting requirements.

Preferred:

• CPA, CMA, and/or MBA
• Demonstrate persistence and overcome obstacles by recognizing and acting on opportunities and taking calculated risks to accomplish set goals
• Ability to develop new approaches to meeting customer needs by monitoring customer satisfaction, promoting customer focus, and providing training in customer service delivery.
• Ability to develop subordinates' skills and encourages growth by including subordinates' in planning, making self available, providing directing and gaining compliance, providing regular performance feedback, and taking responsibility for subordinates' activities.
• Ability to integrate changes smoothly and plan for additional resources
• Ability to prioritize and plan work activities by setting goals and objectives, using time efficiently, and working in an organized manner
• Ability to solve problems in group situations, as well as develop alternative solutions by gathering and analyzing information skillfully.
• Contributes to building a positive team spirit by giving and welcome feedback, exhibiting objectivity and openness to others' views, and putting the success of the team above one's own interests

RESPONSIBILITIES INCLUDE (but not limited to):

1. Manages the accounts payable, accounts receivable, purchasing, cash management, and financial reporting functions;
2. Ensure maintenance of appropriate internal controls and financial procedures
3. Ensure timeliness, accuracy, and usefulness of financial and management reporting for federal and state funders, foundations, and Board of Directors
4. Oversee the preparation and communication of monthly and annual financial statements
5. Coordinate audits and proper filing of tax returns
6. Ensure legal and regulatory compliance regarding financial functions
7. Develop and utilize forward-looking, predictive models and activity-based financial planning analyses to provide insight into the organization's operations and business plans.
8. In collaboration with the CEO and department managers, drives the annual budgeting process and serves as an internal consultant to the Leadership Team;
9. Develop financial business plans and forecasts
10. Participate in corporate policy development as a member of the senior management team
11. Engage the Finance Committee of the Board of Directors to develop short-, medium-, and long-term financial plans and projections
12. Represent the company to financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc.
13. Remain up-to-date on non-profit audit best practices and state and federal law regarding non-profit operations.
14. Ensures that all financial operations are conducted in compliance with company policy, Generally Accepted Accounting Principles (GAAP), and state and federal laws and regulations;
15. Reconciles balance sheet accounts to underlying documentation including bank and investment account statements;
16. Serves as the primary liaison with financial auditors and coordinates all document requests, prepares financial reports and supporting schedules, and responds to auditor questions and requests;
17. Prepares and distributes relevant financial reports with supporting commentary and analysis at least monthly;
18. Collaborates with others to support payroll processing, assist with purchasing, and maintain detailed support for budgets; and
19. Provide training, direction, technical, and analytical support to staff.

Organization Duties:

• Timely and accurate submission of timecards to supervisor.
• Time away from the Office, Program and/or Home (i.e. vacations, personal time off, leaves of absence) must be pre-approved by supervisor and requested based on process outlined in the UC Employee Handbook.
• Maintain knowledge of staff handbook, policies, procedures, manuals, and pertinent documentation.

Other duties as assigned.
ESSENTIAL DUTIES and QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.   The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
 

1. Read and interpret documents and procedure manuals.  Write routine reports and correspondence.
2. Speak effectively in small and large group setting, i.e. UC employees, clients, or residents.
3. Apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. 
4. Resolve problems involving several concrete variables in standardized situations.
5. Identify negative disruptive behaviors and redirect behavior using mediation and de-escalation techniques.
6. Employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. 
7. Employee must occasionally lift and/or move up to 25 pounds. 
8. Employee may be required to make or receive physical contact with clients and residents,  such as  in the process of delivering First Aid/CPR or de-escalation interventions.
9. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
10. Must have CPR and First Aid certificate within 10 days of start date and maintain a current certificate with Human Resources.
11. Must clear a Department of Justice background check including fingerprinting before start date and maintain clearance.
12. Must clear a health screening, including TB before start date and maintain clearance.
13. Must have a car, valid California Driver License and be able to drive, have a clean driving record and maintain a clean driving record.
14. Meet and maintain the minimum vehicle liability and property insurance limits (to be insured by our insurance carrier for using vehicle for business purposes such as  transportation of residents or reimbursement of business-related mileage expenses).

                                              
Disclaimer: The duties and responsibilities described in this document are not a comprehensive list and additional tasks may be assigned to the employee from time to time and the scope of the job may change as necessitated by business demands at the sole discretion of the company.  The specific statements shown in each section of this description are not to be all-inclusive.  They represent typical elements and criteria to successfully perform the job.
The Unity Care Group is an Equal Opportunity Employer. The Unity Care Group does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
 Employment Type: FULL_TIME