Controller (Indian River Community Foundation)

Full-time - Mid Level

Vero Beach, FL

Professional, Scientific, and Technical Services

About the position

The Controller reports to the Vice President, Operations and Information and plays a key role in Indian River Community Foundation's operations, growth, and community impact by supporting all accounting, finance, investment, and budgetary activity. The Controller supports asset growth, donor services, grants management, and nonprofit services by ensuring the effective and accurate use of the Foundation's information technology, including databases for fund accounting, customer relationship management, and grants management. The Controller supports operational effectiveness by maintaining all necessary internal accounting controls and following accounting policies and procedures accordingly.

Responsibilities

• Review and post contributions and other accounts receivable activity, and support contribution entry and acknowledgement.
• Review and post grants and other accounts payable activity, and support grant processing.
• Process entries to record prepaid expenses and depreciation.
• Complete asset reconciliation for separately managed investment accounts and enter statement vouchers to record gains/losses, interest and dividends, and fees.
• Process and review monthly closing entries, including allocating revenue and booking administrative fees.
• Prepare accurate and complete monthly, quarterly and annual financial reports in compliance with generally accepted accounting principles and communicate financial information on a timely basis.
• Prepare audit confirmations for agency funds.
• Support annual budget development.
• Coordinate annual audit and financial reporting to state and federal agencies including tax returns and state charitable agency registration.
• Support the Foundation's Finance Committee and Investment Committee, which may include attending scheduled meetings and preparing related materials.
• Manage non-monetary assets such as property, equipment, contract, and facilities.
• Manage Foundation office equipment and information technology systems including basic data security and purchase/update as needed.
• Maintain and conduct annual reviews of insurance policies and risk management.
• Manage process for maintaining national standards certification for Foundation.
• Manage document retention policy and procedures, and develop solutions to maximize use of technology to optimize document management and reduce paper usage.
• Support process for preparation and distribution of account statements for donors, and manage enrolment process for online account access.
• Participate in process for offering and conducting annual fund review consultations for all funds.
• Support annual implementation of spending policy calculations and distributions for endowed funds.
• Act as a staff contact for donor-advised funds, overseeing grant recommendations, communications between grantees and donors and grant check processing.
• Support payroll and benefits administration.
• Maintain compliance with all federal, state, and local employment requirements.
• Participate in strategic planning, business planning, continuous improvement, and professional development activities.

Requirements

• Bachelor's degree in accounting, business administration, public administration, or finance.
• At least two years related experience in professional accounting or financial management and/or training or equivalent combination of education and experience.
• CPA preferred.
• Valid Florida driver's license.

Benefits

• Health/Dental/Vision Benefits: Indian River Community Foundation covers 100% of the employee premium; coverage for dependents is available at the employee's expense. Benefits begin on the first of the month following completion of 30 days of employment.
• Retirement Plan: Indian River Community Foundation will match your contributions up to 4% of your annual salary.
• Holidays: Full-time employees are provided with 9 paid holidays observed by the Foundation.
• Paid Time Off: Full-time employees receive a total of 21 days per year (accrued at a rate of .875 days per pay period) for the first five years of employment. After five years, the accrual rate increases to 1.083 days per pay period, for a total of 26 days per year.
• Other Benefits: Full-time employees are also eligible for company paid Life Insurance and AD&D of $25,000 and Short- and Long-Term Disability.