Controller

Orangewood Foundation•Santa Ana, CA

21d•Onsite

About The Position

Completes the monthly close process and reporting. Responsible for overnight of all monthly reconciliations and contract billing. Assists the CFO in all financial tasks as necessary. Provides overall leadership and supervision of the Finance team. Work collaboratively with the People and Culture team on payroll review. Updates on an annual basis the accounting policies and procedures for Orangewood Foundation and Samueli Academy. In collaboration with the CFO provides timely financials to the leadership of Orangewood Foundation and Samueli Academy. Responsible for implementing sound internal controls to safeguard the assets of the organization. Serves as the primary point person for banking relationships. Review and approve monthly billing and reconciliation of various contracts with the County, State or Federal agencies. Participate in monthly meetings with Program Staff to review and track contract spending. Oversee Budget Modifications for various contracts with the County, State or Federal agencies. Review and approve check runs, ACH and other payments to vendors in accordance with accounting policies. Review the Cash Flow reconciliation daily and ensure adequate cash flow for checking, payroll and all other cash flow needs. Attend and participate in monthly Finance committee, Audit and Investment committee meetings for Orangewood Foundation and Samueli Academy. Ensure compliance with all applicable laws, rules and regulations related to the organization’s financial data. Reconcile monthly revenue with the Development Department. Oversee and participate in the financial statement month-end closing process, including preparation of month-end journal entries, analyzing financial data for reasonableness and accuracy, and adjust as necessary. Serve as point person for any financial audits of the organization including workers compensation, contracts and independent third-party audits. Serve as a leader on the Leadership team and participate in advancing the organization’s strategic objectives. Attend leadership, people manager, and staff meetings in person. Attend and encourage Finance team to participate in company sponsored events throughout the year. Additional duties as assigned by leadership.

Requirements

Bachelor’s degree in Accounting/Finance required.
5+ years’ experience in the accounting field, preferably in the nonprofit industry.
Solid understanding of nonprofit accounting (i.e. GAAP and FASB)
Excellent communication and interpersonal skills.
Detail oriented and highly organized.
Ability to problem solve and make decisions independently.
Proficient in all Microsoft Office applications, Outlook, Excel, Power Point.
Strong analytical and problem-solving skills.
Possess a valid California driver’s license and proof of automobile insurance.
Position requires DMV clearance.
Pre-employment screenings include criminal background check, FBI/DOJ fingerprinting, TB test, drug screen, and previous employment verification.
A Plum.io assessment is a required part of the application process, and your application will not be considered complete until the assessment is submitted.

Nice To Haves

Knowledge of Blackbaud software, including Financial Edge and Raisers Edge or equivalent software preferred.

Responsibilities

Completes the monthly close process and reporting.
Responsible for overnight of all monthly reconciliations and contract billing.
Assists the CFO in all financial tasks as necessary.
Provides overall leadership and supervision of the Finance team.
Work collaboratively with the People and Culture team on payroll review.
Updates on an annual basis the accounting policies and procedures for Orangewood Foundation and Samueli Academy.
Provides timely financials to the leadership of Orangewood Foundation and Samueli Academy.
Responsible for implementing sound internal controls to safeguard the assets of the organization.
Serves as the primary point person for banking relationships.
Review and approve monthly billing and reconciliation of various contracts with the County, State or Federal agencies.
Participate in monthly meetings with Program Staff to review and track contract spending.
Oversee Budget Modifications for various contracts with the County, State or Federal agencies.
Review and approve check runs, ACH and other payments to vendors in accordance with accounting policies.
Review the Cash Flow reconciliation daily and ensure adequate cash flow for checking, payroll and all other cash flow needs.
Attend and participate in monthly Finance committee, Audit and Investment committee meetings for Orangewood Foundation and Samueli Academy.
Ensure compliance with all applicable laws, rules and regulations related to the organization’s financial data.
Reconcile monthly revenue with the Development Department.
Oversee and participate in the financial statement month-end closing process, including preparation of month-end journal entries, analyzing financial data for reasonableness and accuracy, and adjust as necessary.
Serve as point person for any financial audits of the organization including workers compensation, contracts and independent third-party audits.
Serve as a leader on the Leadership team and participate in advancing the organization’s strategic objectives.
Attend leadership, people manager, and staff meetings in person.
Attend and encourage Finance team to participate in company sponsored events throughout the year.
Additional duties as assigned by leadership.