Position Details
Job Status: Full Time, Exempt
Reports to: Chief Financial Officer
Department: Finance
Position Summary
The Crisis Center of Tampa Bay brings help, hope and healing to people facing serious life challenges or trauma resulting from sexual assault or abuse, domestic violence, financial distress, substance abuse, medical emergency, suicidal thoughts, emotional or situational problems. The Controller serves as the operational leader of the accounting function and a strategic partner to the Chief Financial Officer. The position is responsible for the integrity and timely delivery of the Agency's financial reporting, accounting operations, budgeting support, grant accounting, revenue recognition, internal controls, audit coordination, cash flow forecasting, and continuous process improvement. The Controller leads and develops the accounting team and provides accurate, actionable financial information to support organizational decision-making. This position reports to the Chief Financial Officer (CFO) and in his or her absence the President/CEO.
Strategic/Transformational Duties and Responsibilities
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Provides leadership and direction for accounting, financial reporting, budgeting support, grant accounting, revenue recognition, and internal controls to ensure accurate and timely Agency operations.
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Partners with the CFO and organizational leaders to strengthen financial processes and decision support, using data to identify trends, risks, opportunities, and operational improvements and support the PQI process.
Transactional/Administrative Duties and Responsibilities
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Leads monthly, quarterly, and annual close and prepares and reviews financial statements and supporting schedules to ensure timely, accurate GAAP reporting.
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Coordinates the annual budget process, consolidates the Agency budget, and supports forecasting and financial planning.
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Analyzes actual results against budget and forecast, identifies key drivers and trends, and recommends corrective actions.
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Coordinates review of monthly financial results and forecasts with service area Directors and communicates financial information clearly and concisely.
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Reviews Agency contracts, grants, reports, budgets, and other agreements for financial, accounting, reporting, and compliance implications.
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Coordinates the annual external audit, including audit schedules and requested information, and supports the annual report and Form 990.
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Identifies and researches accounting and financial reporting issues, evaluates alternatives, and prepares concise findings, conclusions, and recommendations for the CFO.
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Reviews and updates Fiscal Policies and Procedures in accordance with GAAP, regulatory requirements, and best practices and recommends improvements to the CFO.
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Monitors debt levels and compliance with debt covenants and supports related reporting and analysis.
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Works with the CFO to ensure sufficient liquidity to meet obligations and completes and maintains the rolling 13-week cash flow forecast.
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Recommends financial and operational process improvements, including automation, standardization, and stronger controls.
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Oversees grant accounting and funder monitoring, including compliance, reconciliations, reimbursement activity, and funder financial reporting. Ensures appropriate revenue recognition for grants, contracts, contributions, and program revenue, including deferred revenue and contract liabilities.
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Reviews monthly balance sheet and key reconciliations, ensuring timely resolution of reconciling items, including deferred revenue, contract liabilities, restricted funds, and other significant accounts.
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Maintains the chart of accounts and financial dimensions and supports the integrity and effective use of the Agency's financial systems, including Sage Intacct.
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Reviews and strengthens internal controls to safeguard Agency assets and support reliable, accurate, and timely financial reporting.
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Identifies and implements process improvements across Finance workflows.
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Ensures understanding of and compliance with Agency financial policies and procedures and promotes consistent application across the organization.
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Assumes the responsibilities of the CFO in his or her absence and represents Finance with sound judgment and professionalism.
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Performs and assists with such other duties as may be assigned by the CFO.
Supervisor Responsibilities
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Performs supervisory responsibilities by managing and allocating employee resources in accordance with company policies, applicable laws and company initiatives/goals. Responsibilities include interviewing, hiring, training and developing employees; planning, assigning, and directing work (including scheduling); appraising performance; rewarding, coaching and disciplining employees; addressing complaints and resolving problems. Establishes clear expectations and accountability for deadlines, accuracy, follow-through, and quality of work. Acts as a change agent, develops team capabilities, and builds a high-performing Finance team in the spirit of exceptional service to all internal and external partners. This position has signing authority and manages a departmental budget.
Required Competencies
- Cooperation/Teamwork - Works toward win/win solutions. Deals with conflict collaboratively. Discusses root causes underlying the problem. Develops effective working relationships.
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Engaging Communication - Relates to people in an open, honest, sincere manner. Treats people with respect. Is friendly and approachable. Listens attentively to others. Communicates ideas clearly. Communicates appropriately with leadership and coworkers.
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Customer Service (Internal & External) - Responds accurately and timely, proactively identifies stakeholder needs, owns issues through resolution, and balances service with sound financial controls and organizational priorities.
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Adaptability - Adapts readily to change and remains productive under pressure. Works effectively in a fast-paced, deadline-driven environment with minimal supervision; prioritizes effectively and consistently follows through on commitments.
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Problem Solving - Anticipates issues, identifies root causes, analyzes alternatives, and develops practical solutions. Brings recommendations forward rather than only identifying problems.
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Judgment - Gathers and evaluates relevant information, understands the interrelationship of financial and operational issues, considers alternatives, and makes appropriate and timely decisions within the scope of authority.
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Valuing & Fostering Diversity - Demonstrates respect for individual differences and establishing a climate where all people can be comfortable and productive through sensitivity, empathy, and acceptance of cultural, racial, mental health, and socio-economic diversity.
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Self-Management – Demonstrates ownership, accountability, and sound judgment. Independently drives work from start to finish, meets deadlines, maintains attention to detail, and owns the quality and accuracy of deliverables.
Education and Experience
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Bachelor’s Degree in Accounting
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Master’s Degree in Accounting and/or CPA preferred.
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Seven (7) – ten (10) years of progressive accounting experience.
- Four (4) years in a supervisory capacity.
- Demonstrated ability to lead monthly and year-end close and prepare and review financial statements, including all necessary accruals and reconciliations.
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Strong knowledge of GAAP and familiarity with applicable state and federal tax and regulatory requirements.
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Demonstrated experience reviewing and improving internal controls and accounting processes.
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Demonstrated experience coordinating annual budgets, forecasting, financial analysis, and monitoring results against budget.
- Advanced skill level utilizing Microsoft Office (Excel, Word) software programs required.
- Non-profit accounting, grant accounting, revenue recognition, restricted funds, and/or Sage Intacct experience preferred.
Knowledge, Skills and Abilities
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Knowledge of generally accepted accounting principles and nonprofit accounting principles and procedures.
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Ability to build effective partnerships across the organization and communicate financial information to both financial and non-financial audiences.
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Ability to plan, prioritize, and organize work for self and others; establish clear deadlines; and ensure timely follow-through.
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Ability to analyze financial and operational data, identify key issues and trends, and develop actionable recommendations.
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Ability to supervise, coach, develop, and hold staff accountable for performance and results.
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Ability to independently identify problems, evaluate alternatives, and implement solutions and process improvements.
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Ability to exercise sound judgment and drive initiatives from start to finish with minimal supervision.
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Advanced financial systems skills; Sage Intacct experience and aptitude for automation and system optimization preferred.
Physical Demands/Working Conditions
Physical Requirement: While performing the duties of this job, the employee is regularly required to use hands to finger, handle controls and talk or hear. The employee frequently is required to sit and reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by the job include close vision, color vision, and the ability to adjust focus. This position performs accounting work of considerable difficulty requiring extensive initiative and independent judgment under administrative direction.
Working Conditions: Duties are performed primarily in an office setting. On occasion will require the use of a personal automobile to travel to meetings and could be exposed to changing weather. The noise level is moderate.
Travel: Minimal.
Hours: Monday-Friday, 40 hours per week, typically 8:00 am – 5:00 pm.
This job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of this position.
CCTB is committed to a policy of equal employment opportunity and affirmative action for our applicants and employees. It is our policy to apply recruiting, hiring, training, promotion, compensation, and professional development practices without regard to actual or perceived race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability or certain classifications based on genetic information, marital status, or any other characteristic protected by federal, state, or local laws, regulations or ordinances.
