Controller

Clubs and school sites (Location may change due to business needs)

(Hybrid schedule: Staff members will have the option to work remotely no more than two (2) days in a work week.)

DEPARTMENT/PROJECT OVERVIEW

The Boys & Girls Clubs of Greater San Diego (BGCGSD or Clubs) CHANGES LIVES through quality programs and guidance in a safe, affordable, and fun environment. BGCGSD’s mission is to inspire and enable youth to achieve academic success, build good character and responsible citizenship and make healthy lifestyle choices. We have been providing a safe, fun and positive environment at our sites with trained and dedicated professional staff for over 80 years. Members are involved in age-appropriate activities based upon our three priority outcomes of Academic Success, Character Development and Healthy Lifestyles.

POSITION OVERVIEW

Reporting to the President/CEO, the Controller will lead all day-to-day finance operations in a nonprofit environment including functional responsibility over accounting, accounts payable, accounts receivable and grants administration.

The Controller will oversee the accounting and finance department, prepare the annual operating and capital budgets, is involved in risk management of the organization and is the key liaison to the Club’s audit, finance and the Foundation’s Investment Committees. As a member of senior management will participate in the strategic planning and management of the organization, attend BCGGSD Board Meetings, Executive Committee Meetings, Foundation Board Meetings, reviews real estate transactions, and obtains insurance certificates.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Function Name/Tasks

ACCOUNTING/FINANCE

1. Guides financial decisions by establishing, monitoring, and enforcing policies and procedures; protects assets by establishing, monitoring, and enforcing internal controls; monitors and confirms financial condition by conducting audits; providing information to external auditors.
2. The Controller is responsible for leading the accounting and finance department on month end close and subsequently providing timely monthly financials to the CEO. Maximizes return, and limits risk, on cash by minimizing bank balances; making investments; manage and track the performance of invested assets in keeping with established policies and investment guidelines.
3. Liaison to the Board of Directors Audit and Finance Committees and the Foundation’s Investment Committee.
4. Prepares monthly closing entries including journal entries, general ledger account, and bank reconciliations on a monthly basis; Review general ledger for proper recognition of revenue, expenses, liability, and net assets.
5. Maintaining monthly balance sheet reconciliations and reviewing reconciliations prepared by Staff Accountant
6. Manage all audit activity; ensure compliance with local, state and federal financial reporting requirements. (Single Audit and 990 preparation)
7. Ensure filing dates for disclosure of new vendors, sales tax, and 1099 to the appropriate government entities are met.
8. Analyze financial data and present financial reports in an accurate and timely manner; clearly communicate monthly, bi-monthly, and annual financial statements; monitor progress and changes; and keep senior leadership abreast of the Club’s financial status.
9. Maintains all banking relationships and banking documentation.
10. Review accounting processes, at a minimum semi-annually, to ensure best practices and the established processes are still sound.

BUDGET

1. Prepares budgets by establishing schedules; collecting, analyzing, and consolidating financial data; and recommending plans.
2. Achieves budget objectives by scheduling expenditures; analyzing variances; initiating corrective actions.
3. Provides status of financial condition by collecting, interpreting, and reporting financial data.
4. Prepares special reports by collecting, analyzing, and summarizing information and trends.
5. Develops budgetary controls and procedures; prepares annual operating, capital, and campaign budgets in conjunction with senior staff; inputs monthly budget figures for all programs, departments, and locations in accounting system.

GRANT MANAGEMENT/PAYROLL REPORTING

1. Oversees all grants accounting; ensuring that expenditures are consistently aligned with grant budgets; Assist with financial reporting materials for all government and capital grants; Assist with all programmatic reports for capital grants.
2. The Controller meets regularly with the Director of Grants & Compliance to ensure that grants are reported to funders accurately and in a timely manner.
3. Cross reference the payroll statistical report.
4. Oversees the 401k administration process including annual census data and 5500 reporting.

SUPERVISION/LEADERSHIP

1. Oversees all aspects of recruitment and development of accounting staff.
2. Completes operational requirements by scheduling and assigning employees; following up on work results.
3. Maintains financial staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results.

ADMINISTRATION

1. Member of senior management and all associated planning and strategizing efforts.
2. Complies with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; advising management on needed actions.
3. Ensures operation of equipment by establishing preventive maintenance requirements and service contracts; maintaining equipment inventories; evaluating new equipment and techniques.
4. Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
5. Protects operations by keeping financial information and plans confidential.
6. Serves as backup to VP Operations for all IT/Internet issues; reviews real estate transactions; in conjunction with the President/CEO oversees commercial insurance needs and certificates.
7. Maintain asset inventory for the Organization.
8. Attends board/foundation/executive committee meetings.
9. Contributes to team effort by accomplishing related results as needed.
10. Other duties and responsibilities as assigned.

Special Conditions of Employment:

• Successful completion of pre-employment background check and maintaining a drug-free work environment.
• Valid Driver’s license and verification of insurance.
• Occasional weekend and evenings in support of fundraising events, committee meetings, trainings, and activities.
• CPR & First Aid Certification.

QUALIFICATIONS

1. Bachelor’s degree in business, Accounting, Finance or related discipline. (Required)
2. Master’s in business administration or accounting designation (CPA) is preferred.
3. Minimum of ten years’ experience in non-profit accounting. Knowledge of theory and practice in accordance with generally accepted auditing standards and the standards set for financial audits contained in the Government Auditing Standards and U.S. Office of Management and Budget (OMB) Uniform Guidance 2 CFR 200, California Department of Education Audit Guide as well as any other current and applicable, federal, state, local or programmatic audit requirements (Required)
4. Demonstrated experience with grant management and reporting; state grant experience a plus. (Required)
5. Skill to analyze and prepare budgets, to identify spending patterns, and project future expenditures. Proven ability to analyze complex financial issues, recognize potential impact, identify creative and alternative solutions, and make recommendations. (Required)
6. Strong interpersonal and communication skills; impeccable analytical and organizational skills; self-motivated and self-directed. (Required)
7. Proven ability to work independently, to establish and revise priorities to meet shifting deadlines, and to prioritize and organize workload to meet multiple deadlines. (Required)
8. Advanced accounting and reporting software knowledge, particularly Abila MIP, and proficiency using Excel, Word and PowerPoint. (Required)
9. Verified experience to analyze data and identify patterns and trends and capture data from a variety of sources and merge together for analysis and reporting purposes. (Required)
10. Established supervisory skills to recruit, train and assign work, conduct performance evaluations, and manage performance. Clearly communicate job expectations, mediate conflicts, conduct staff meetings, design development and training programs, employ organization and team building techniques. (Required)
11. Aptitude to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization (Required)
12. Proficiency to determine strategies to move the organization forward, set goals, create and implement actions plans, and evaluates the process and results. (Required)

BENEFITS WE OFFER

• Medical, dental, vision, vacation, and sick leave
• Discounted membership
• 401(k) savings and investment plan with employer match
• Professional Development
• Hybrid Schedule (Staff members will have the option to work remotely no more than two (2) days in a workweek)
• Staff Member Discounts and Perks

The information presented is intended to describe the general nature and level of work being performed by individuals assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

DISCRIMINATION STATEMENT

The BGCGSD prohibits discrimination against current staff or applicants on the basis of sex (including pregnancy, childbirth or related medical conditions), race, religion, color, national origin, physical or mental disability, protected medical condition, marital status, age, sexual orientation, gender identity, ancestry, military or veteran status, genetic information or any other characteristic protected by federal, state, or local law. BGCGSD is an equal opportunity employer.