The controller is a dynamic leader responsible for the overall day-to-day management of the school's financial reporting systems, which include the general ledger system, accounts payable, and accounts receivable. The controller works in partnership with the chief financial and operating officer (CFO/COO) to ensure accurate and timely financial operations and to optimize operations of the school. The controller is responsible for leading the annual financial audit, completing IRS and other statutory filings, modeling and managing the budget, analyzing data from ABOPS, NBOA, and other sources, and providing endowment management oversight. The controller will assist the CFO/COO in the preparation of the long-range financial plan, as well as the annual operating budget.
Manages the Business Office, ensuring accurate and timely financial information.
Performs various cash account reconciliations, including; transferring funds between accounts, verifying funding availability for A/P processing, initiating wires and ACH payments.
Supervises cash receipts/cash management, accounts payable, accounts receivable/student accounts, and all accounting operations.
Provides endowment oversight as primary interface with Outsourced Chief Investment Officer (OCIO), overseeing performance management, endowment draw, and strategic investment planning.
Assists the CFO/COO with the associate controller in the preparation and monitoring of departmental budgets and forecasts, working with other administrators and department heads concerning budget performance.
Coordinates and is responsible for annual financial audit, and acting as Primary Liaison with the school’s External Auditors, prepares schedules for various aspects of the annual audit, and prepares financial statements and footnotes.
Prepares all periodic surveys and reports for school associations (e.g. NAIS, CAIS, ABOPS, NBOA, etc.).
Ensures bond compliance, reviews statements, prepares and evaluates required CHEFA compliance and payments.
Assists with the annual 403(b) audit, supplying documentation and requests for information for completion of 5500 filing.
Serves on and coordinates the Employee Retirement Committee.
Attends Trustee meetings for Finance Committee, Audit Committee, Buildings and Grounds Committee, and Investment Committee.
Works with Alumnae & Development (A&D) regarding gift coding and reconciliation, policies, and gift stewardship consultation as needed.
Directly supervises the assistant controller and accounting associate. Reviews and monitors Business Office job responsibilities.
Creates and communicates accounting policies to all school employees and ensure compliance with policies.
May perform as back up to any business office function.
Assists with miscellaneous tasks as assigned by the COO/CFO.
Bachelor’s degree in Accounting or Business Administration with concentration in accounting; Certified Public Accountant, or Master's in Accounting is preferred.
10 years of non-profit accounting and financial management experience required, preferably in an educational institution.
At least 3 years’ experience in staff supervision; demonstrated ability to lead a team and work collaboratively.
A sense of humor and a deep commitment to the ambitious mission of Miss Porter’s School; commitment to the culture, traditions and philosophy of the educational mission of a residential secondary school.
Ability to analyze financial data and prepare financial reports, statements and projections; exercise independent judgment with attention to detail; excellent verbal and written communication skills; strong interpersonal skills.
Ability to multitask and prioritize work, ability to meet multiple and often competing deadlines.
Strong work ethic, capable of maintaining discretion and confidentiality.
Experience with Blackbaud, Microsoft Excel, Word and PowerPoint.
Sitting at a desk and using a computer much of the time.
Must be able to focus on work despite distractions.
Ability to walk moderate distance between buildings and navigate
The essential functions and basic skills have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
Interested candidates should send a resume, cover letter including salary requirements, and references electronically to firstname.lastname@example.org. Please include “Controller” in your subject line.