Controller

The Economic Opportunity Council of Suffolk•Patchogue, NY

11d

About The Position

The Controller supports grant lifecycle activities from award setup through closeout while ensuring compliance with accounting standards, regulatory requirements, and organizational policies. The role uses advanced financial analysis, budgeting, reporting, and data visualization to provide actionable insights to leadership and funding agencies. The Controller oversees grant administration and compliance, financial reporting and analysis, accounting and month-end close, cash management, data analytics and visualization, and the development and maintenance of policies and procedures. The position also coordinates team deliverables, supports cross-training and operational coverage, supervises and develops accounts payable staff, and completes ad hoc assignments and special projects as directed by the CFO, Grant Supervisor, or other authorized management.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
Minimum 5–10 years of post-graduate experience in progressive finance or accounting roles.
Advanced Microsoft Excel skills, including Pivot Tables and Pivot Charts, Power Query, Power Pivot, data modeling, dashboard development, and data visualization and reporting.
Ability to develop interactive dashboards and executive-level data visualizations using Microsoft Power BI, Tableau, or Excel dashboarding.
Knowledge of grant accounting, budgeting, billing, and financial reporting.
Understanding of federal, state, and county grant regulations and compliance requirements.
Proficiency in financial systems; FundEZ is preferred.
Strong attention to detail and accuracy in reviewing financial data and maintaining documentation.
Excellent written and verbal communication skills.
Strong organizational skills and ability to manage multiple priorities and meet deadlines.
Ability to analyze financial data, monitor budgets, and identify discrepancies.
Knowledge of audit preparation, documentation, and financial recordkeeping.
Ability to work independently and collaboratively with Finance and Operations teams.
Ability to adapt to changing priorities, cross-train, and provide departmental backup support.
Ability to supervise, guide, and support staff in accounting, grant administration, and financial reporting responsibilities.
Ability to assign tasks, establish priorities, monitor performance, and ensure deadlines are met.
Ability to train and cross-train staff and review work for accuracy, completeness, and compliance.
Ability to identify performance issues, resolve operational challenges, recommend process improvements, delegate effectively, and support continuity of grant and accounting operations.
Commitment to accountability, teamwork, and continuous improvement.
Valid driver’s license and insured vehicle.
PPD (TB test) with proof of results no more than one year old.

Nice To Haves

Master’s degree.
Experience in nonprofit, healthcare, or human services sectors.
Experience with FundEZ.

Responsibilities

Complete quarterly, semi-annual, annual, and ad hoc financial and programmatic grant reports.
Coordinate grant award setup and submit required documentation to oversight and funding agencies.
Lead and participate in grant monitoring, program, compliance, and audit meetings.
Manage grant modifications, extensions, closeout activities, and reporting requirements.
Maintain complete, audit-ready grant files and supporting documentation in accordance with record retention policies.
Monitor grant expenditures for compliance with funding restrictions and award agreements.
Support internal and external grant audits and regulatory reviews.
Generate monthly, quarterly, and annual financial reporting packages, including Statements of Financial Position, Statements of Activities, and budget-to-actual reports.
Reconcile balance sheet accounts, grant receivables, deferred revenue, and credit card liabilities.
Analyze financial performance, explain budget variances, monitor grant spending, and prepare budget reconciliation reports.
Assist with annual operating budgets, program budgets, and financial forecasting.
Prepare workpapers and schedules for annual audits, CFR submissions, and regulatory filings; assist with Form 990 and other compliance reporting.
Perform month-end and year-end close procedures, prepare deferred revenue calculations and grant accruals, and maintain internal controls.
Oversee accounts payable operations, invoice processing, vendor payments, payment preparation and approval, bank reconciliations, and cash disbursements.
Manage daily cash flow and monitor bank balances to ensure sufficient funds for payment obligations.
Supervise and develop accounts payable staff, ensuring accuracy, efficiency, and adherence to deadlines.
Develop financial dashboards and executive-level reporting tools and visualizations for grant expenditures, funding utilization, budget variances, compliance metrics, and program performance.
Automate recurring financial and grant reporting processes and present financial trends and performance metrics to leadership.
Develop, write, review, and update accounting, grant administration, financial reporting, and internal control policies and procedures.
Review policies and procedures periodically, recommend revisions, communicate updates, and support implementation.
Monitor team assignments and deliverables, maintain a tracker of completed, pending, overdue, and upcoming items, and follow up to ensure deadlines are met.
Communicate potential delays, compliance concerns, and financial discrepancies to appropriate management personnel.
Support collaboration between the grants team, Finance, and program staff to improve workflow and reporting accuracy.
Cross-train in grant management functions, processes, systems, and reporting responsibilities, and provide coverage during staff absences and peak reporting periods.
Participate in cross-training and knowledge-sharing activities to promote departmental consistency and continuity.
Perform ad hoc tasks, special projects, research, analysis, and administrative or financial assignments as directed by the CFO, Grant Supervisor, or other authorized management.
Support urgent departmental priorities, resolve operational issues, improve grant management processes, manage changing priorities, and complete assigned work accurately and on time.