CLASSIFICATION: Exempt; Management Staff
REPORTS TO: Chief Financial Officer
Reporting to the Chief Financial Officer (CFO), the Controller will be responsible for oversight of all Whitehead Institute accounting and financial operations activities and for maintaining a strong financial and internal control environment. This individual will supervise accounting staff and lead finance operations, including day to day oversight of payroll and functional responsibility over accounting, accounts payable and accounts receivable. The position will manage external financial and tax reporting and work collaboratively with the Manager of Budgets and Financial Planning to coordinate external and internal financial reporting. Will be involved in supporting the CFO in presentations to the Finance and Audit Committees of the Board of Directors and will work closely with the Institute's senior leadership team. In addition, the Controller will ensure that the Institute has the systems and procedures in place to support each department and conduct internal audits. The Controller will work closely with department heads and their staffs to educate them regarding finance and accounting procedures.
Oversee all accounts, ledgers, and financial reporting systems to ensure their integrity and compliance with appropriate GAAP standards and regulatory requirements.
Maintain internal control and safeguards for receipt of revenue, expenditures, and tracking of donor gifts.
Coordinate all external audit activity, including the annual financial audit, ERISA audits, and A-133 Federal Compliance audit.
Lead tax planning and reporting as well as compliance with all federal, state, and local corporate, payroll, and other applicable tax requirements.
Manage accounting and inventory processes for the Institute's fixed assets, including determination of policies governing depreciable lives of capitalized items and desirable operational adjustments due to accounting or tax revisions.
Manage organizational cash flow forecasting through partnering with the CFO and department heads to gather data on investment and operating needs.
Ensure accurate and timely accounting for the Institute's investment assets.
Understand detail of financial management system software and its operation; provide back up to operating functions as needed.
Consistently analyze and reconcile financial data; present financial reports in an accurate and timely manner; and monitor progress and changes to keep senior leadership abreast of the Institute's financial status.
Continuously collaborate with department heads to assess the financial efficacy of operations and establish and maintain financial and administrative systems to support them.
Support the CFO in engaging the Finance and Audit Committees of the Board of Directors around issues and trends in GAAP reporting standards and financial operating models and delivery.
Help to develop and implement training programs for Finance team members in order to maximize and reach optimal individual and organizational goals.
Other duties as assigned.
10+ years of progressively responsible accounting and finance experience in a complex non-profit organization that includes managing a professional staff.
A Bachelor's degree and CPA are required.
Solid experience coordinating audit activities and managing reporting, accounts payable and receivable, general ledger, payroll, and accounting for investments and fixed assets.
Thorough knowledge of financial reporting in accordance with GAAP and commitment to remain current on accounting developments.
Ability to manage people and processes as well as perform analysis and tasks independently as required.
Keen analytic and organizational skills that allow for strategic data interpretation in addition to reporting.
Strong problem solving skills with proactive approach to devising and implementing improvements to financial operations and reporting.
Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management, Board of Directors, and external partners; ability to translate complex financial concepts to individuals at all levels including finance and non-finance managers.
Hands-on experience with enterprise financial management software; familiarity with Infor Lawson financial systems is desirable.