The Peck School, an independent, coed K-8 elementary school located in Morristown, NJ seeks a full-time Controller to support the administrative, organizational, and planning needs of the Business Office. Through a commitment to character formation and a rigorous and inspirational academic program, The Peck School strives to build in each student the capacity for disciplined learning and consideration of others.
The Controller will play a vital role in all business operations of the school, including finance, accounting, human resources, insurance and risk management, facilities, and security. He or she will join a fun and creative finance and operations team at Peck, a team constantly looking to improve customer service for faculty, staff, students, and parents. This role presents an excellent opportunity for candidates with finance expertise seeking broader exposure to all aspects of managing a non-profit organization. The ideal candidate embraces working with students and faculty in a supportive and collaborative K-8 environment, assisting teachers to make a lasting and meaningful impact on each student. Successful candidates will enjoy being the “go to” resource on campus for all things pertaining to school business and operations, both big and small, demonstrating patience, positivity, and above all, a sense of humor.
The position reports to the Director of Finance & Operations (“DFO”).
Typical Education and Experience: The ideal candidate will have a minimum of 3-5 years of experience with a bachelor’s degree in accounting; non-profit accounting and/or fund accounting experience preferred. Experience with Blackbaud accounting software and Independent School experience is desired, but not required. A CPA designation and experience in public accounting is highly desired.
OVERVIEW OF RESPONSIBILITIES:
GENERAL ACCOUNTING AND FINANCIAL REPORTING
Responsible for managing the School’s accounting function, ensuring accurate and timely financial information;
Preparing financial statements and analyses as required by the DFO for presentations to the Head of School and/or Board of Trustees;
Supervising student billing and general accounting operations. Monitoring accounts receivable and compliance with payment plans;
Performing general ledger reviews on a quarterly basis;
Ensuring timely, accurate payment and recording of vendor invoices, including debt service and swap payments;
Managing the 1099 annual reporting for independent contractors;
Preparing and monitoring departmental budgets and forecasts, working with other administrators and department heads concerning budget performance;
Reviewing and improving accounting policies and compliance;
Performing quarterly payroll and annual giving reconciliations;
Reconciling investment accounts (endowment and reserves) on a quarterly basis and accurately tracking restrictions by class (UR, TR, PR);
Preparing capital budgets and analyzing performance versus budget on a per project basis;
Preparing lender reports and calculating covenant compliance pursuant to loan documents;
Performing accounting responsibilities in connection with a capital campaign and construction, including construction draws, fulfillment of donor pledges, debt issuances etc.
Preparing such other financial analyses as required by the DFO to facilitate strategic planning for the School.
Supervising all incoming cash receipts and deposits;
Providing weekly cash reports to DFO;
Performing cash management to maximize return on operating cash;
Performing or reviewing reconciliations of cash accounts on a monthly basis;
Converting operating budget to cash basis accounting to track actual operating cash versus budget.
Taking lead position on preparation of financial statements, audit notes, schedules and work papers for annual audit (School and 403b plan, if applicable);
Taking lead on preparation of Form 990 (non-profit tax return);
Taking lead on preparation of Form 5500 (annual report of employee benefit plan);
Maintaining permanent office files for all audit schedules and closing entries prepared by School;
SURVEYS AND PEER REPORTING
Preparing all periodic surveys and reports for regional and national school associations (e.g., NAIS, NJAIS, NBOA)
Proposing improvements and revising internal documents as requested by the DFO (i.e., Employee Handbook, Benefits Handbook, Self-Study for Accreditation)
HUMAN RESOURCES AND BENEFITS ADMINISTRATION
Coordinating all new hire paperwork, including enrollment in employee benefits;
Assisting in the administration of employee benefits, educating faculty and staff regarding offerings, and responding to employee inquiries;
Provide such other support to the DFO as may be required in connection with human resources and benefits administration and take on increased responsibilities in this area over time.
Participate in professional development opportunities that promote best practices in the Business Office in such areas as accounting, risk management, human resources and employee benefits;
Continuously evaluate Business Office processes, recommend improvements and carry out agreed upon process improvements;
Other miscellaneous tasks as may be assigned in support of the DFO.
To perform the job successfully, an individual must demonstrate the following competencies:
Problem Solving Skills - Considers a broad range of internal and external factors when solving problems. Considers complexities and perceived relationships among different problems or issues prior to recommending or implementing solutions.
Ability to Learn and Improve Established Processes - Is able to learn and reproduce the current processes and recommend best practices to streamline and improve them.
Time Management Skills - Manages many tasks and projects simultaneously while adhering to deadlines and maintaining quality work product.
Organizational Skills - Creates action plans to meet divisional goals and objectives. Conducts periodic reviews of progress and measures against goals. Maintains a strong attention to detail.
Communication Skills - Effectively communicates (both orally and in writing) accounting, financial and service issues that are complex in nature. Maintains open communications channels with peers, administrators, and customers of the School. Exemplifies strong customer service skills.
Self-Motivation - Able to work independently with a demonstrated eagerness to understand all aspects of the accounting and financial matters of the School.
Confidentiality – The ability to maintain financial and personnel information in the strictest of confidence, exercising absolute discretion and professionalism.
Interested candidates are encouraged to send a resume and cover letter to Andrew Schneider, Director of Finance and Operations at email@example.com