Controller

THE PINES AT DAVIDSON INC • Davidson, NC

13d • Onsite

About The Position

The Controller is responsible for all aspects of The Pines at Davidson’s accounting operations, accounting information, compliance, and management. The role oversees the accurate and timely production of internal and external financial statements and reports; ensures execution of internal controls; maintains and enhances accounting systems; and implements policies and procedures for proper data capture and reporting. The Controller manages the organization’s cash position, leads the annual budget process, and serves as an accounting and financial consultant to senior leadership and the communities. The position leads and manages an accounting team and reports to the Vice President/CFO.

The Pines at Davidson is a continuing care retirement community serving seniors in a residential and healthcare setting. The organization describes its campus as supportive and comprehensive, with a fitness room, heated swimming pool, social activities, and multiple dining options. The position is based at The Pines at Davidson in Davidson, North Carolina. Work is performed indoors, with occasional walking outdoors to campus locations.

Requirements

• Accounting degree required.
• At least 7 years of relevant experience, including experience as a controller or in accounting management.
• Proficiency in Microsoft Office and at least one accounting software application.
• Excellent interpersonal and professional oral and written communication skills.
• Ability to apply sound accounting and business principles and organize and manage multiple deliverables, deadlines, and priorities in a fluid environment.
• Ability to lead a team in a positive, supportive, and goal-focused manner.
• Ability to organize accounting processes to support organizational strategy and manage deliverables using sound accounting practices and principles.
• Team-oriented and self-motivated leadership approach.
• Physical ability to sit, walk, and stand for extended periods; occasionally lift up to 10 pounds; and frequently perform simple grasping of less than 10 pounds and fine manipulation using a keyboard and writing.
• Ability to drive as required.
• Ability to write, use a keyboard, speak by phone and in person and to large groups, read a computer monitor, and hear spoken questions and comments in person, by phone, and in large groups.

Nice To Haves

• CPA preferred.
• Controller or accounting management experience in a decentralized operating environment preferred.
• Experience in healthcare, senior living, and/or not-for-profit organizations preferred.
• Project management experience is a plus.
• Management experience preferred.

Responsibilities

• Oversee general ledger, financial reporting, bank reconciliations, and cash monitoring and management.
• Lead accounts payable, maintain secure processes and timely payments, and review and approve invoices before disbursements are released.
• Lead accounts receivable, ensuring accurate billing, good customer service, and timely collection of outstanding charges.
• Maintain depreciation of fixed assets.
• Complete tax filings and payments and relevant third-party reporting; assist with review and preparation of annual Form 990 tax returns.
• Produce monthly internal financial statements and quarterly and annual consolidated GAAP income statements, balance sheets, statements of changes in cash position, and annual footnote disclosures.
• Establish and maintain effective working and advisory relationships with community senior leaders, department heads, and administrative staff.
• Establish and manage internal controls.
• Develop, implement, maintain, and manage accounting policies and procedures consistent with GAAP, GAAS, governance directives, stewardship, asset safeguarding, accurate and timely reporting, and regulatory compliance.
• Manage and coordinate the annual independent audit, audited financial statements, and other external or regulatory audits as needed.
• Maintain not-for-profit accounting and reporting, including donor accounting and management of restricted and unrestricted donations.
• Assist with annual disclosure statements and quarterly EMMA filings.
• Manage relationships with actuarial consultants and the calculation and recording of Future Service Obligations, including use of LifeCalc actuarial software and accounting for and amortization of deferred entrance fees.
• Maintain the chart of accounts.
• Manage accounting and reporting for the organization’s investment portfolio, including alternative investments.
• Ensure appropriate accounting for existing and potential CCRC contract arrangements.
• Manage and coordinate multiple bank accounts and processes, including electronic transfers, and maintain bank accounts and relationships as needed.
• Manage the organization’s record-retention policy and process.
• Lead the accounting team in a positive, supportive, and goal-focused manner to foster engagement and performance.
• Organize accounting processes to support organizational strategy and manage deliverables and priorities in a dynamic business environment.

Benefits

• Comprehensive benefits package for full-time team members, including health insurance and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior