Controller

Summary:

The Foundation for a Healthy St. Petersburg (the Foundation) has a bold mission to end differences in health due to social or structural disadvantages to improve population health. To this end, we pursue health equity through race equity. To learn more about the connection between race equity and health, visit Race Equity & Health on our website: https://healthystpete.foundation/equity-work/race-equity-and-health/.

To be effective in this mission, the Foundation’s internal operations must be efficient, sophisticated and nimble. The role of the Controller is crucial to ensuring such efficacy so that the Foundation’s external impact can be maximized to its greatest potential.

The Controller serves as the leading staff role for financial operations, financial reporting, and HR operations. This includes general accounting, month-end and year-end close, financial reporting, audit and IRS returns, payroll, accounts payable, and other financial operations functions, with a focus on accuracy, efficiency, internal control, and process improvement. The Controller also prepares all monthly financial reports, budgets, fulfills expectations of auditors for annual audit, complies with all ongoing financial standards (GAAP, FASB, IRS), and oversees the tax accounting firm’s preparation of the annual 990 tax return. HR operations includes onboarding, benefits administration in coordination with the Foundation’s outsourced PEO, and paid time off tracking.

In addition, the Controller supports the Chief Financial and Administrative Officer in financial analysis, contract execution, and administrative functions as needed. The successful candidate for this position will be a self-starter attracted to the role because of his/her belief in the Foundation’s mission and purpose. Additionally, he/she derives satisfaction in being part of a team that will contribute to the Foundation’s growth by professionally managing financial and human resources operations, supporting internal and external stakeholders, and constantly looking for opportunities for improvement.

We seek candidates who are professional in demeanor, who drive toward results with the ability to consistently meet deadlines, who have modeled adaptivity and comfort with change, who thrive in a fast paced environment, and who relish working and serving with others. This individual will under-promise and consistently over-deliver at a very high level of quality. Confidentiality is critical in this role: no confidential information acquired through the access of this employment may be shared without permission to any external or internal person(s).

Core Responsibilities

General Accounting and Financial Reporting.

Manage month-end close process to ensure accurate and timely completion.
Prepare and oversee preparation of monthly journal entries and account reconciliations, including but not limited to banking, investments, prepaid assets, fixed assets, grants, and accruals.
Oversee preparation and distribution of monthly Accounts Receivable invoices.
Support Foundation staff with payments, grant tracking, and financial due diligence. Reconcile financial system to the grant system monthly.
Maintain a system of internal financial control to ensure maximum financial security, adhere to policies, and recommend operational improvements. Perform other accounting duties as needed.

Payroll, Benefits, and HR.

Act as the Foundation’s liaison to the outsourced payroll provider and resolve employee payroll related inquiries.
Prepare payroll transmissions and analyze payroll batches to ensure accuracy.
Record and monitor paid time off requests, ensure paid time off is recorded timely, and distribute paid time off reports to managers as appropriate.
Maintain all payroll files in accordance with record retention policies, ensuring the highest degree of confidentiality.
Review and process employee actions for new and existing employees. Support employee benefits processes, including new employee onboarding, open enrollment, and ongoing employee support.

Banking and Cash Management.

Monitor and forecast cash availability as part of routine financial operations procedures.
Execute required banking processes, including but not limited to timely upload of positive pay file, monitoring of positive pay exceptions, monitoring of stale dated checks, and weekly cash reconciliations.
Liaise with banking personnel as needed to resolve banking issues or identify banking opportunities.

Accounts Payable.

Manage Accounts Payable cycle from incoming invoice through payment to vendors.
Manage maintenance of accurate vendor records in accounting system and annual filing of 1099 forms.
Manage reconciliation of company credit cards and processing of employee expense reimbursements.
Receive, research and resolve a variety of routine internal and external inquiries concerning account codes, vendor payments and resolution of discrepancies.
Monitor aged payables and file annual unclaimed property returns.

Financial Reporting and Budgeting.

Perform financial analysis of the balance sheet and P&L as needed.
Prepare monthly reports and distribute to appropriate stakeholders timely.
Act as the day-to-day liaison with the Foundation’s auditors and tax accountants, and coordinate activities related to the annual audit, form 990-PF, and tax returns. Prepare and coordinate preparation of data, schedules, and support for these annual reports.
Prepare annual census schedules required for the preparation of Form 5500 for the FHSP 401k Plan.
Lead the preparation of the annual budget with Chief Financial and Administrative Officer, leadership team, and other Foundation staff. Prepare budget recasts during the fiscal year as required, and measure financial performance against budget.
Ensure that all processing and reporting deadlines are consistently achieved.

Other.

Manage the contract execution process, ensuring compliance with the Foundation’s budget and conflict of interest policy, soliciting assistance from legal counsel as necessary.
Manage staff and outsourced providers on the Administration team and delegate responsibilities as appropriate.
Support the Chief Financial and Administrative Officer with oversight of the Foundation’s investment portfolio.
Perform various responsibilities related to concluding all old hospital business.
Develop expertise in systems used by the Finance team, and perform system administration responsibilities as needed.
Assist in the development, documentation, and maintenance of finance and accounting policies and procedures, with emphasis on the Foundation’s internal controls and efficient workflows.
Work with the Chief Financial and Administrative Officer to build strategic initiatives and implement processes to increase financial operations productivity; accomplish team and Foundation mission by preparing, implementing and completing action plans.
Provide the highest level of service and responsiveness to employees, vendors, and other stakeholders in support of the Foundation’s mission.

Qualifications/Skills:

ü Bachelor’s degree in Accounting, Finance, or related degree is required. CPA preferred. MBA a plus.

ü Eight or more years of relevant accounting experience; foundation experience a plus.

ü Experience managing processes and staff.

ü Excellent to expert demonstrated skills of Microsoft Excel is required.

ü Working knowledge of other Microsoft Office suite of applications, including PowerPoint and Word.

ü Proficiency using accounting systems with a demonstrated ability of leveraging technology to improve productivity. Experience with Intacct and Expensify is a plus.

ü Experience working with Fluxx grants management software is a plus.

ü Experience working with nonprofit accounting is a plus.

ü Proven ability to work independently as well as in a collaborative team environment.

ü Professional writing, speaking, and design skills, in English.

ü Strong communication and interpersonal skills.

ü Ability to adapt quickly to a changing environment. Possesses strong critical thinking skills with an ability to find new ways of solving old problems.

ü Able to organize, prioritize multiple projects and meet deadlines in a time-sensitive environment.

ü Ability to multi-task and exercise strong time management skills.

ü Ability to adapt to changing deadlines.

ü Ability to develop good working relationships with internal and external constituents.

ü Ability to work a flexible schedule that may include evenings and weekends.