Comptroller

OVERVIEW

The Comptroller will plan and direct the accounting activities of the department. They will perform complex accounting activities and financial analysis. The Comptroller maintains accounting details in Financial Edge NXT accounting software, maintains controls and procedures, and advises on improvements. They must demonstrate strong leadership and analytical skills to Assist the Vice President, Finance & Administration as needed. This position demonstrates and models the department values - we value each person, we are connectors, we are courageous, and we are accountable on a daily basis.

DUTIES AND RESPONSIBILITIES

The primary responsibilities for this position will include, but not be limited to the following:

Supervisory Responsibilities

• Manages the accounting staff who are responsible for financial reporting, billing, collections, payroll, and budget preparation.
• Recruits and hires accounting and financial staff and conducts performance evaluations.
• Coordinates training programs for new staff and identifies training needs for current staff.

• Analyze monthly agency expenditures and salary allocations against grant activity;
• Coordinates monthly, quarterly, and annual closing activities;
• Conduct monthly and quarterly account reconciliations to ensure accurate reporting and ledger maintenance;
• Coordinate Agenda for Children's annual audit;
• Advise on procedure and financial management;
• Direct and review the work of the Staff Accountant (including, but not limited to, cash reconciliations, check runs, accounts receivable transactions, fixed asset activity, payroll, accounts payable transactions, recording of revenue and expenses, etc. );
• Ensures compliance with local, state, and federal government requirements.

• Oversee grant-related post-award functions, including budget and expense analysis, periodic invoicing, financial reporting, labor distribution changes, reconciliations, re-budgeting and grant closeout functions;
• Ensure preparation and submission of timely and accurate Periodic Expense Reports (PER) and other fiscal grant submissions;
• Provide assistance and guidance in the preparation of budgets and budget modifications;
• Prepare accurate and timely financial reports to funding sources as required;
• Prepare accurate and timely financial reports on grants for internal management purposes. Communicate monthly financial results with appropriate program staff, informing them of financial position of the project;
• Produce budget and expense analysis reports for grants;
• Review invoices and provide account codes, when appropriate, for proper project accounting;
• Collaborate to review grant and contract proposals and expenditures prior to submissions for accuracy, completeness, and compliance with all applicable policies, procedures, and regulations;
• Assist in the design and preparation of grant budgets;
• Coordinate all audits and desk reviews;
• Maintain documentation and appropriate files for proposal submissions, awards, and program expenditures;
• Act as a financial liaison with all funding sources.

• Establish and manage process for efficient billing and collections of accounts receivable
• Work with program staff on understanding program accounting requirements
• Reconcile accounts-, contributions- and pledges-receivable, and monitor aging
• Assist Accountant with generating invoices and monitoring receivable aging
• Record pledges and deferred revenue.

• Review/verify payroll for accuracy and ensure compliance with Agenda's policies
• Maintain confidentiality regarding payroll issues
• Manage journal entries, and complete account reconciliation
• Ensure proper recording/reconciliation of benefits

• Provide guidance on financial and accounting issues
• Document internal control procedures and make recommendations to reduce risk for accounting transactions and budget preparation
• Monitor and enforce accounting policies and procedures and make recommendations to improve efficiency and strengthen procedures
• Assist in maintaining inventory of equipment, including contracts and leases.
• Performs other related duties as assigned/required/needed.
• Bachelor's degree in accounting or finance is required; CPA or Master's degree is preferred;
• 5+ experience as an accountant, junior accountant, or accounting supervisor;
• Excellent computer skills; knowledge of and experience with Microsoft Office Suite;
• Proficiency using accounting software and experience with a software system implementation a plus;
• Exceptional knowledge of finance, accounting, budgeting, cost accounting and cost control principles and Generally Accepted Accounting Principles (GAAP);
• Nonprofit accounting experience preferred;
• Advanced knowledge of bookkeeping and accounting best practices, laws, standards, and state/national regulations;
• Able to analyze financial records and interpret for other departments;
• Advanced knowledge of Excel;
• Superior problem solving and analytical skills;
• Experience with process improvement;
• Excellent written and verbal communication skills.
• Commitment
• Responsibility
• Quality
• Cross Cultural Responsiveness
• Can-do Positive Attitude
• Value each person - Customer Service/Orientation (external and/or internal customers)
• Connector
• Courageous
• Accountable
• Communication - Oral, written, persuasive,
• Interpersonal Awareness
• Initiative
• Technical Expertise
• Thoroughness
• Stress Management
• Personal Credibility
• Flexibility
• Superior Organization Skills

• Commitment
• Responsibility
• Quality
• Cross Cultural Responsiveness
• Can-do Positive Attitude

• Value each person - Customer Service/Orientation (external and/or internal customers)
• Connector
• Courageous
• Accountable
• Communication - Oral, written, persuasive,
• Interpersonal Awareness
• Initiative
• Technical Expertise
• Thoroughness
• Stress Management
• Personal Credibility
• Flexibility
• Superior Organization Skills

• While performing the duties of this job, the employ.