The role of the Controller is an integral part of the Business Office, responsible for coordinating and assisting in the preparation of financial reports such as statements of activities, statements of financial position, statements of cash flows, and analyses of historical and projected income and expenses, in addition to other special reports that may be needed. The Controller oversees the accounting, purchasing, accounts receivable, student billing, endowment and billing operations and oversees the functions of audit and budgeting and special projects as assigned.
Reporting directly to the Director of Finance and Business Operations, the Controller is also responsible for recommending and administering all accounting policies and procedures, insuring that strong internal controls and effective transaction processing routines protect the assets of the school and result in meaningful, timely and accurate financial reporting.
Education And Experience
The ideal candidate will be a CPA with a bachelor’s degree in accounting with a minimum of 5-7 years’ expertise in non-profit accounting, including supervisory experience with a proven record of mentoring and developing staff, ideally in an independent school or higher education setting. This position requires strong organization, written and verbal communication, problem solving, and interpersonal skills. Strong proficiency with Excel, Office and other computerized accounting systems is required (experience with financial applications such as Sage Intacct, Blackbaud Financial Edge or AccuFund, FACTS Tuition Management and Raiser’s Edge highly beneficial). Highest regard for confidentiality and exemplary ethical standards is necessary, as well as the ability to manage multiple tasks and projects under the pressure of deadlines. Experience implementing financial system applications a plus.
Manage the FACTS Tuition Management system for student billing, payments and collections.
Ensure accurate and timely financial information and reporting, including all financial statements, cash and variance analysis, and dashboard reports. The Controller “owns” the general ledger and the monthly, quarterly and year-end reporting.
Prepare, post and reconcile all investment activity and accounting entries, and prepare all associated spreadsheets and analyses.
Review, post and reconcile all cash, stock and in-kind gifts from Raiser's Edge (Advancement Office). Manage all fund accounting, for restricted and unrestricted gifts, release of funds and net asset accounting.
Ensure accurate and appropriate coding and/or approval of all revenue, expenditure and journal transactions to their appropriate accounts, including unrestricted, temporarily restricted and permanently restricted funds.
Assist the Director of Finance and Business Operations in preparation and monitoring of monthly departmental budget reports and forecasts, working with administrators and Budget Directors re: budget performance.
Communicate accounting policies to employees and ensure compliance with such policies.
Actively stay current on new regulations in GAAP and relevant non-profit accounting issues.
Provide support for the Director of Finance and Business Operations at Finance Committee or other Board-related meetings.
Plan, coordinate and oversee the annual financial audits including the 401k plan.
Surveys and Peer Reporting
Prepare all periodic surveys and compliance reports for various school industry organizations (e.g. NAIS, ISAS, NBOA, Commonfund, etc.), as well as other internal and external information requests for financial data
Remain aware and current of private school industry trends and activities.
Other Duties and Responsibilities
Prepare, review and/or file forms, including but not limited, to the annual IRS Form 5500’s for the School’s defined contribution and other benefit plans, annual excise tax report, etc.
Prepare, reconcile and report on construction activities, as necessary.
Resolve any reporting issues with the IRS and other Federal and State regulatory agencies.
To perform the job successfully, an individual should demonstrate the following competencies:
Ability to Learn and Teach others established procedures
Time Management Skills
Written and Verbal Communications Skills
Problem Solving Skills
All prospective employees must be able to adequately clear a background check.
If seriously interested, please submit cover letter,resume’, examples of prior success in a similar environment, and list of references to:
Ursuline Academy, an independent Catholic school founded in Boston in 1946, inspires students to grow in faith, explore their academic potential, lead with confidence, and help those in need. In a tradition combining the best of all-girls and Catholic schools, Ursuline students flourish in an environment that encourages them to become women who make a difference: women who build lives of purpose, discovering who they want to be as individuals while discerning who they are meant to be as global citizens.
The values of an Ursuline education were established centuries ago when Saint Angela Merici, a forward-thinking Italian religious educator and foundress of the Order of St. Ursula, dedicated her life to forming a company of young women engaged in bettering their communities. Hundreds of years later, we still believe in a world in which every young woman is empowered and supported to find her voice and be the best she can be for herself and in contribution to the world around her.
The Serviam Shield is the emblem of loyalty known by Ursuline students throughout the world. The cross stands for Faith, the foundation of all Christian action. The seven stars, representing Ursa ...Minor, are a reminder of our patroness, Saint Ursula, and stand for the seven guiding values of our Mission Statement: Soul, Scholarship, Spirituality, Sharing our Light, Sportsmanship, Solidarity and Serviam.