Description
Reporting to the President & CEO, the Controller is responsible for the organization’s accounting operations, financial reporting, internal controls, and compliance. This role ensures accurate financial records, timely reporting, and adherence to nonprofit accounting standards and regulatory requirements. The Controller serves as a trusted financial partner to leadership and supports the Board with clear, reliable financial information.
ESSENTIAL DUTIES:
Financial Management & Reporting
- Own the general ledger and ensure accurate, timely month-end and year-end closes
- Prepare monthly and annual financial statements, dashboards, reconciliations, and variance analyses for leadership and Board review
- Maintain the chart of accounts and financial structures aligned with organizational programs and operations
- Ensure compliance with GAAP, nonprofit accounting standards, and applicable federal and state requirements
Budgeting, Forecasting & Cash Management
- Develop and manage the annual operating budget in partnership with the President & CEO
- Monitor budget performance and proactively identify variances, risks, or corrective actions
- Prepare cash flow forecasts and support reserve and liquidity planning
Accounting Operations & Internal Controls
- Oversee accounts payable, accounts receivable, payroll coordination, sales tax filings, and retirement plan contributions
- Design, implement, and maintain strong internal controls
- Establish and maintain financial policies, procedures, desk manuals, and documentation
- Ensure appropriate segregation of duties within a small team environment
Audit, Tax & Regulatory Compliance
- Serve as primary liaison to external auditors and lead the annual audit process
- Prepare and coordinate audit schedules and required documentation
- Oversee preparation of Form 990 and required state filings in coordination with external advisors
- Ensure compliance with IRS, state, and nonprofit reporting requirements
Revenue, Contracts & Expense Oversight
- Ensure accurate revenue recognition for membership dues, sponsorships, education/events, and grants
- Review contracts for financial compliance and assess fiscal implications of programs, events, and partnerships
- Monitor expenses to ensure alignment with approved budgets and organizational priorities
Payroll, Benefits & HR Administration (Administrative Support)
- Process payroll and administer benefits enrollments, changes, and terminations in compliance with regulatory deadlines
- Ensure accurate administration of wages, benefits, and eligibility requirements
- Support review of HR policies and employee handbook for compliance with labor laws, FLSA, and safety requirements
Risk Management & Organizational Support
- Ensure compliance with workers’ compensation, EEO, FEHA, OSHA, and related regulatory requirements
- Support financial risk management and establishment of tools such as lines of credit, as appropriate
- Support or coordinate required safety and compliance activities
Leadership & Collaboration
- Serve as a trusted financial partner to the President & CEO
- Support the Finance Committee with clear, defensible financial information
- Collaborate with education, membership, advocacy, and administrative staff to align finances with program goals
- Provide oversight and coordination of any outsourced accounting, payroll, or bookkeeping support
Requirements
REQUIRED COMPETENCIES:
- High integrity, discretion, and sound professional judgment
- Demonstrated experience managing audits and nonprofit financial reporting
- Strong knowledge of GAAP, nonprofit compliance, and internal controls
- Ability to work independently and manage competing priorities in a small organization
PREFERRED EDUCATION AND EXPERIENCE:
- Bachelor’s degree required in Accounting, Finance, or related field
- Minimum 5+ years of progressive accounting experience, including nonprofit accounting
- Experience in healthcare, home care, home health, hospice, or related associations
- Experience working directly with Boards or Finance Committees
