JOB SUMMARY
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, student billing and collections, and endowment functions. In addition, the Controller oversees the functions of the audit, 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 to protect the assets of the school and result in meaningful, timely and accurate financial reporting.

ESSENTIAL FUNCTIONS
Accounting

• Perform timely month-end closes, including all necessary financial reconciliations.
• Reconcile the school’s investment activity on a monthly basis, including fund unitization.
• Ensure accurate and appropriate general ledger coding and/or approval of all revenue, expenditure and journal transactions, including unrestricted, temporarily restricted and permanently restricted designations.
• Responsible for tracking and maintaining restricted net asset activity.
• Remain current on new accounting regulations and relevant non-profit accounting issues.
• Maintain the chart of accounts, including the creation of new funds, projects, accounts and departments.

Budget, Reporting & Forecasting

• Assist in preparing the annual operating budget, including process development.
• Prepare the monthly financial package including statement of activities, variance and cash flow analyses and capital project summaries.
• 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 regarding budget performance.
• Provide support for the Director of Finance and Business Operations at Finance Committee or other Board-related meetings.

Billing & Collections

• Manage the FACTS Tuition Management system for student billing, payments and collections.
• Develop and maintain rapport with families and be able to respond appropriately to inquiries.

Advancement

• Reconcile contributions on a monthly basis between the Business Office and Advancement.
• Coordinate with the Advancement Office to prepare annual reports for all endowed funds.

Audit & Tax

• Responsible for the annual audit, including workpaper preparation and financial statement review.
• Preparation and file the annual 1099 forms and Massachusetts Form 3ABC.
• Resolve any reporting issues with the IRS and other Federal and State regulatory agencies.

Policies & Internal Controls

• Update existing accounting and operating polices as necessary.
• Communicate policies changes with appropriate stakeholders and monitor compliance with such policies.

Other Duties and Responsibilities

• Preparation of periodic surveys and compliance reports for various organizations (e.g. NAIS, NBOA).
• Responsible for preparing internal and external requests for financial data.
• Provide analysis and support for auxiliary programs.
• Provide training and support to employees with regard to business process, operations and technology.
• Cross-train on all aspects of the Business Office operations, including payroll and accounts payable.
• Provide direction and supervision to other employees, as necessary.
• Other duties as assigned.

For additional position information, please visit Ursuline Academy Employment Opportunities