The Controller reports to the Executive Director and regularly interacts with the Executive Committee, Board of Directors, Clergy, and all members of the Leadership team. The position will supervise three to five direct reports and is accountable for the planning and execution of all of the Congregation’s Finance and Accounting activity.
Accounting, General Ledger, Administration and Operations
• Supervise accounting activities to ensure proper training and performance of the accounting / financial staff.
• Review and ensure application of appropriate internal controls.
• Ensure timeliness and accuracy of financial and management reporting data for lenders, grantors, regulatory agencies, Executive Committee and Board of Directors.
• Enhance and implement financial and accounting systems, processes, tools and control systems
• Oversee on-board, off-boarding and benefit plans
• Support Executive Director with compensation management and employee relations
• Manage preparation and support of all external audits, serving as a key point of contact for external auditors.
• Manage cash flow forecasting and planning to ensure funds availability.
• Monitor and manage inter-fund transactions and any transfers between funding sources
• Oversee cash, investments and work with the Investment Committee and Treasurer assisting in the assessment of banking relationships and investment options.
• Understand all lending arrangements and monitor compliance.
Strategy, Planning and Management
• Support Executive Director in overall strategic and business planning, as required.
• Serve as strategic business partner to Leadership Team, Finance Committee and Board of Directors.
• Create and establish annual financial objectives and a budget that aligns with the organization’s plans.
• Assess and evaluate financial performance of the organization with regard to long-term operational goals, budgets and forecasts.
• Implement policies, procedures and processes as deemed appropriate by the Executive Director and Leadership Team.
• Comply with the authorization and segregation of duties matrix approved by the Executive Committee
• Bachelor Degree in Accounting or Finance, Masters preferred
• CPA Required
• 10+ years total accounting or finance experience. Experience in a non-profit organization preferred, including
• Knowledge and understanding of non-profit GAAP.
• Experience managing and or upgrading accounting systems. Systems implementation experience preferred
• “Hands On” Systems Experience – Blackbaud applications experience preferred
• Strong communication and presentation skills
• Supervisory experience preferred
• Willingness to understand and respect the practices of the Jewish faith
• Proven history to serve as a working leader
• Ability to maintain confidentiality.
• Excellent Excel and data upload/download skills, all Microsoft and Windows driven programs