Summary/Objective:

The Controller is a results-oriented leader with exceptional strategic, communication and interpersonal skills, as well as a strong supporter of employee empowerment and team synergy to drive organizational improvements and implementation of best practices to promote sound management.

The Controller will focus on high-level customer service both internally and externally, ensuring accurate books and records, payor, grant regulatory reporting, and associated analysis through management of timely financial cycles, such as revenue, expense, and capital accounting. Additionally, the Controller manages: i) financial transaction processes in treasury, ii) financial audits, including the financial statements, payor , regulatory and grant requirements, iii) the production of annual audited financial statements, iv) the production of monthly, internal financial reports (actual results) while working collaboratively with financial planning and budgeting to produce the financial reports and associated analysis, v) the growth and professional development of the team, vi) provides insights and recommendations on accounting policy, control structure and opportunities to improve financial efficiency and service levels, and vii) other duties and initiatives as assigned by the Chief Financial Officer.

KEY FOCUS AREAS: 

• World Class Customer Service, Strategic Planning & Organizational Leadership
• Financial Statement, Balance Sheet, Cash Flow & Statement of Functional Expense Reporting & Analysis 
• Monthly Closings, Annual Audits and Regulatory Filings
• Corporate & Investment Finance
• Profitability & Cost Analysis
• Cash Management & Banking Relationships
• Tax Planning & Compliance

 

Essential Functions (Job Duties):

Accurate and Effective Books & Records, Control Environment, Reporting, Audits, etc.

• Oversees accounting cycles and processes, including revenue, expense, capital, investments, expense allocations, liabilities, contingencies, etc. to ensure the ability to provide accurate financial statements (profit/loss, balance sheet, cash flow, etc.) in accordance with US GAAP, payor grants, contracts and regulatory requirements.
• Administers a control environment with integrity and rigor, such that i) control point reconciliations are completed timely, including review and variance analysis and the ii) signing authorities are adhered to across the company.
• Responsible to assist with the preparation of the Consolidated Fiscal Report (CFR). This activity involves a significant investment of time and requires an in-depth knowledge of state-funded programs, internal accounting system, and New York State's fiscal reporting requirements. 
• Works independently with minimal supervision, manages special projects, monitors project status and deadlines, and interfaces with all levels of accounting and program personnel. Prepares journal entries, reconciliation of various general ledger accounts and provides support for timely and efficient month-end and year-end close processes.
• Prepares all supporting information for the annual audit to ensure efficiency of the audit firm, the necessary disclosures are made and works with the external auditors, as necessary. Supports the CFO in the management of the audit firm.
• In conjunction with the CFO, ensures that timely and accurate external and internal financial reports are prepared, i) in accordance with generally accepted accounting principles (GAAP), ii) the IRS or iii) in accordance with internal reporting standards, as well as appropriate analysis and support, as applicable.
• Ensures that internal reporting to the Departments, Programs, Shared Services and the CFO is timely and accurate. Supports questions and inquiries directly and with the CFO, as applicable.
• In conjunction with the CFO, ensures that timely and accurate regulatory grant and contract reporting is completed to accurate standards.
• Develops and proposes to the CFO improvements to the control, reporting transaction processing environments, for example, policies, procedures and technology such that service levels and efficiency improve while ensuring the efficacy of the control, reporting and transaction processing environment.
• Develops and implements policies and procedures to ensure financial information is secure and stored in compliance with current legislation and document retention policies of the organization.
• Manages the acquisition of capital assets and ensures that assets are properly recorded, amortized, and disposed of as appropriate.
• Stays current on US GAAP, IRS and regulatory requirements.

Transaction Processing

• Manages and ensures efficient transaction processing in treasury operations. Utilizes revenue accounting to provide insight on billing operations to the departments and the CFO.

Management

• Manages all accounting functions, including accounts payable, accounts receivable, payroll and general accounting.
• Manages and develops staff by providing mentoring, training, growth opportunities and, if necessary, performance management. Assists in the recruitment of staff, as necessary, and in the context of a growing company. Completes yearly performance evaluations and addresses any concerns as deemed necessary by the department.
• Works collaboratively with the departments regarding the integration of budget information and the comparison of budgets, actuals and forecasts into the monthly reporting.
• Supports the Finance Director, Purchasing, Budgeting Payroll and other staff in the furtherance of the company’s mission, goals and objectives.
• Other duties and initiatives as assigned by the CFO.

 

Supervisory Responsibilities:

N/A

Competencies:

1. Excellent Interpersonal Skills
2. Customer Focus 
3. Problem Solving/Analysis
4. Well Organized and Detail Oriented
5. Teambuilding and Employee Development 
6. Solution Based Approach 
7. Comply with all policies and procedures
8. Confidentiality 
9. Microsoft Office Applications

Success Factors

• Can use logic to solve difficult problems with effective solutions; thinks outside the box and probes all fruitful sources for answers; is analytical, looks beyond the obvious and does not stop at the first answers. Does this while working within processes. 
• Incorporates technical knowledge with business requirements in assessing project scope and requirements while remaining sensitive to deadlines. Picks up on technical things quickly; can adapt to change and enjoys learning.
• Can multi-task in a highly time sensitive environment and is able to switch priorities with short notice.
• Relates well to all kinds of people inside and outside the organization; builds appropriate rapport and constructive relationships; uses diplomacy, professionalism and tact; can diffuse high-tension situations comfortably. Excellent oral and written communication skills.
• Demonstrates a high degree of courtesy, efficiency and professionalism when communicating with colleagues, internal and external customers. Must have a flexible approach to situations and be willing and able to adapt as processes and systems change. Tailors communication to non-technical associates to ensure a clear understanding of project updates and modifications.

Physical Demands:

Lifting Requirements:

X	Sedentary	Lift up to 10 lbs. maximum and occasionally lift and/or carry small items (files, manuals, binders)
	Light	Lift up to 20 lbs. maximum with frequent lift and/or carry objects up to 10 pounds
	Medium	Lift up to 50 lbs. maximum with frequent lift and/or carry objects weighing up to 25 lbs.
	Heavy	Lift 100 lbs. maximum with frequent lift and/or carry objects up to 50 lbs.
	Very Heavy	Lift objects more than 100 lbs. with frequent lift and/or carry objects weighing 50 lbs. or more

Physical Demands:

Task	0 – 1/3	Frequent	Constant		Task	0 – 1/3	Frequent	Constant
Bending	X				Seeing			X
Keying			X		Speaking			X
Hearing			X		Sitting			X
Reaching	X				Standing	X
Carrying	X				Walking	X
Pulling	X				Pushing	X

Definitions:

0 – 1/3 of the time:	Activity is needed to perform the essential functions of the job 0-1/3 of the time.
Frequent:	Activity is a customary part of the essential functions of the job 1/3 – 2/3 of the time.
Constant:	Activity is continually occurring and required to perform the essential functions of the job 2/3 of the time or more.

Required Education and Experience:

1. Bachelor’s degree in accounting or business administration required.
2. Minimum of 5 years financial and/or budget analysis experience is required, preferably in non-profit health care (OMH, OASAS, OPWDD) or human service environment.
3. Experience preparing the New York State Consolidated Fiscal Report (CFR) is a plus.
4. Strong organizational, technical accounting knowledge, and communication skills are required as well as solid information system and Microsoft Office skills.
5. Must possess a high skill level of Microsoft Excel.
6. Must be able to handle multiple priorities effectively and meet deadlines.

Additional Requirements:

1. N/A

Position Type/Expected Hours of Work

Please reference your current offer letter for specific details.

Hours and schedules may vary depending on Company need and workload. Employees will be given as much advance notice as possible when such changes occur.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Employees are required to maintain training, licenses, and certifications per regulatory and agency requirements.

Hours and schedules may vary depending on Company need and workload. Employees will be given as much advance notice as possible when such changes occur.

Employment at Citizen Advocates is “at will”. You are free to resign at any time and for any reason sufficient to you, just as Citizen Advocates is free to terminate your employment at any time and for any reason. We do not guarantee continued or permanent employment. 

Citizen Advocates is an Equal Employments Opportunity/Affirmative Action Employer and provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.