Controller

Job Title: Controller

Reports To: Chief Financial Officer

Job Classification: Administrator, Exempt, Calendar Year

POSITION SUMMARY:

The business office team is committed to advancing the mission of the school by providing accurate and timely financial services, with exceptional customer support for the school community, while acting as a steward of the school's resources.

Reporting to the Chief Financial Officer, the Controller plays a key role to ensure the overall integrity of the school's financial records by overseeing financial transactions, maintaining appropriate records, providing reports, developing and managing the budget with the CFO, establishing and maintaining appropriate controls, developing and administering all accounting policies and procedures, and overseeing Auxiliary Services.

The Controller manages the Business Office operations and develops business continuity through cross training initiatives and identifying/implementing career growth opportunities for the Business Office team.

DUTIES AND RESPONSIBILITIES:

• Direct reports include A/R, A/P and staff accountant.
• Oversees, directly or indirectly, the Business Office staff and all activities assigned to them including accounts receivable, accounts payable, treasury management, bank reconciliations, general accounting, unitized endowment pool tracking, and budget monitoring and controls.
• Responsible for management of Purchasing, Accounting and Auxiliary services. Serve as primary liaison and provide oversight of relationships with the School Store.
• Responsible for all aspects of the general ledger and sub-ledgers.
• Assists the CFO in developing and maintaining the school's budget. Provides timely and accurate budget vs. actual reports to Senior Administration and Budget Managers. Monitors budget variances and notifies Budget Managers and/or Senior Administration of potential problem areas.
• Prepares timely and accurate financial statements. Ensures adherence to Generally Accepted Accounting Procedures (GAAP) and complies with all Financial Accounting Standard Board (FASB) rules.
• Coordinates the annual audit including reviewing and/or preparing schedules for auditors. Coordinates periodic "soft" closes in advance of the official year-end close.
• Responsible for federal and state tax compliance at the school. Assists in preparation of tax returns.
• Assist with the preparation of the Board of Director's package which includes detailed committee reports, financial summaries, trend analysis, policy review and action item summaries.
• Assists CFO on financing activities such as bond issues, leasing activities, and long-term financial modeling.
• Undertakes various ad hoc financial analyses for CFO.
• Collaborates and assists CFO in the review and renewal of various forms of insurance coverage including but not limited to Student Tuition, Student Medical Insurance, Liability, and Worker's Compensation. Reviews contracts with external groups or vendors and ensures appropriate coverage exists to mitigate risk and limit liability to School.
• Ensures effective and responsive delivery of Business Office services to the institutions and constituents served both internally and externally.
• Manages operations (acquisition and disposals) of the school's vehicular fleet, and oversees the maintenance of the fixed asset schedules and depreciation calculations.
• Reconciles all investment activity to endowed fund pool. Reconciles and records transactions on a quarterly basis.
• Assists the Advancement Office in proper recording of gifts as well as reconciliation of the pledge activities.
• Prepares all periodic surveys and compliance reports for various school industry organizations as well as other internal and external information requests for various data.
• Additional duties and responsibilities as needed and assigned.

SKILLS AND EXPERIENCE REQUIRED:

• Bachelor's Degree in Accounting or Business Administration with a concentration in accounting required or combination of education and work experience in related field. Certified Public Accountant strongly preferred.
• Proficient in computerized accounting and endowment unitization systems and spreadsheets.
• Ability to lead and supervise team of professional staff.
• Demonstrated ability to modify systems according to evolving School's needs.
• Ability to exercise discretion and maintain confidentiality.
• Excellent communication skills, both oral and written.
• Strong organizational skills and attention to detail.
• Ability to work independently, collaborate as a member of a team, and ability to resolve challenges.

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.