Controller

Location: San Francisco
Reports to: Vice President of Development and Finance
Status: Exempt Full-Time
 

POSITION SUMMARY

The Controller holds primary responsibility for the Foundation’s financial operations and administration. Responsibilities include hands-on daily financial management, policies and procedures, monthly reporting and annual budget and audit. Under the general direction of, and in partnership with, the Vice President of Development and Finance, the Controller regularly makes independent, critical decisions on behalf of the Foundation. The Foundation’s annual operating budget is $7 million and its assets are $11 million.

ESSENTIAL DUTIES

• Implement financial policies and guidelines to ensure the Foundation’s assets are protected, utilized effectively, internal controls are adequate and investment returns optimized in compliance with the Investment Guidelines.
• Oversee and manage the daily financial operations of the Foundation, including accounts payable and receivable, payroll and benefits administration, reporting, reconciliation, third party contracts and all regulatory filings in accordance with Generally Accepted Accounting Principles, IRS regulations for nonprofit organizations.
• Supervise the Bookkeeper/Operations Coordinator.
• Create and evaluate short- and long-range measurable financial goals and objectives, including an annual workplan, ensuring appropriate integration with those of Development and Communications and Programs.
• Manage the Foundation’s annual budgeting process and monthly financial tracking; produce budget presentation materials and monthly financial reports for the Foundation’s Board Finance Committee.
• Manage and track cash flow in order to maintain positive cash position, monitor various accounts and project cash needs; adhere to the Foundation’s Operating Reserve Guidelines.
• Provide complete, accurate and timely financial reports to staff, board and funders.
• Manage the annual audit, including preparation of schedules, compliance and response to management letter.
• Partner with the Foundation’s Program Team to track grant revenue and releases and ensure fulfillment of the Foundation’s related financial obligations.
• Provide regular reports to the Foundation’s donor-advised fund holders, fiscally-sponsored entities and special pass-through projects.
• Perform ad hoc analyses and create special reports as requested.
• With the VP of Development and Finance, support the Finance and Audit Committees of the Board of Directors.

QUALIFICATIONS

• Bachelor’s degree in Accounting or Finance or equivalent education required.
• A minimum of 7 years accounting and financial management experience, especially fund accounting; nonprofit accounting preferred.
• Demonstrated success in managing a finance department, including strategy development, budgeting, daily financial management, database management and staff supervision.
• Demonstrated understanding of Generally Accepted Accounting Principles, IRS regulations for nonprofit organizations and fund accounting.
• Willingness and ability to gain proficiency with software applications related to the duties of the position; experience with Blackbaud’s Financial Edge preferred.
• Excellent project management, listening, oral and written communication skills with a demonstrated ability to relate to and communicate with diverse audiences and communities.
• Ability to meet deadlines and motivate others to do so in a highly collaborative environment.
• Outstanding attention to detail and follow-through.
• Mathematical and reasoning skills suitable to execute all assigned tasks and responsibilities, even with frequent distractions and multiple priorities.
• Understanding of donor advised funds, donor circles and private funding desired.
• Proficiency with MS Outlook and Office Suite (especially Excel, Word and PowerPoint).

QUALITIES

• Must possess a strong commitment to the mission, policies, goals and philosophy of the Women’s Foundation of California.
• Impeccable ethics, highly developed decision-making skills and unfailingly trustworthy.
• Must be able to work independently and multi-task with high degree of project and time-management capacity.
• Strong self-motivation, organization and initiative.
• Demonstrated ability to work independently as well as within a team.
• Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment and to motivate others to do so.
• Strong interpersonal skills and ability to create positive, long-term working relationships by demonstrating a commitment to teamwork and customer service, tact, dependability, diplomacy and flexibility.
• Proven ability to work in a small and friendly office environment where each staff person assumes multiple responsibilities while striving to achieve shared goals.
• Positive approach, can-do attitude and sense of humor.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the job’s essential functions. While performing the duties of this job, the employee is frequently required to sit for long periods while using a computer with keyboard, screen and mouse; talk and listen on a telephone and in person; read and write; apply logic and focus attention in the presence of distractions. Occasional requirements are to stand or walk for brief periods, travel by car and airplane, lift and/or move loads of up to 25 pounds.

COMPENSATION AND BENEFITS

The Salary Range for this position is $85,000-$105,000, commensurate with experience and compensation history. Benefits will be competitive with industry standards and include medical, dental and vision coverage; a tax deferred annuity; and vacation, holiday and leave policies.

HOW TO APPLY

If this position appeals to you and you meet the minimum requirements, you are invited to provide the following as your initial application for Controller:

• A cover letter stating your interest, availability and general qualification
• A resume or CV outlining your skills and experience

Submit your complete packet by sending an email to northbayhr@gmail.com. Those meeting the minimum requirements will be asked to complete a formal application prior to further consideration.