Controller

Orangewood Foundation • Santa Ana, CA

20d

About The Position

The Controller leads and supervises the Finance team and supports the Chief Financial Officer with financial tasks. The role oversees the monthly close and reporting process, reconciliations, contract billing, cash flow, internal controls, payments, budgeting matters, and financial audits for Orangewood Foundation and Samueli Academy. The Controller works collaboratively with People and Culture, Development, program staff, organizational leadership, and external banking and audit partners. The position also serves on the Leadership team and contributes to the organizations’ strategic objectives.

The position is full-time, salaried, and exempt, reports to the Chief Financial Officer, and is in the Finance department. It is primarily an office job; use of a personal vehicle may be required. The work schedule may be modified based on the Foundation’s needs.

Requirements

• Bachelor’s degree in Accounting or Finance.
• At least 5 years of experience in the accounting field.
• Solid understanding of nonprofit accounting, including GAAP and FASB.
• Excellent communication and interpersonal skills.
• Detail-oriented and highly organized.
• Ability to problem-solve and make decisions independently.
• Proficiency in Microsoft Office applications, Outlook, Excel, and PowerPoint.
• Strong analytical and problem-solving skills.
• Valid California driver’s license and proof of automobile insurance; DMV clearance is required.
• Complete required pre-employment screenings: criminal background check, FBI/DOJ fingerprinting, TB test, drug screen, and previous employment verification.
• Complete the required Plum.io assessment for the application to be considered complete.
• Understanding of and passion for the Foundation’s mission, vision, and values.
• Understanding of the structured timing of accounting tasks, including payroll, monthly closing, and accrual accounting.
• Ability and willingness to work as part of a team and assist with functions that may arise outside regular job duties.
• Demonstrate accountability, integrity, and respect.
• Ability to work with confidential financial information.
• Effective communication, particularly regarding financial information.

Nice To Haves

• Experience in the accounting field in the nonprofit industry.
• Knowledge of Blackbaud software, including Financial Edge and Raisers Edge, or equivalent software.

Responsibilities

• Provide overall leadership and supervision of the Finance team.
• Work collaboratively with the People and Culture team on payroll review.
• Update the accounting policies and procedures for Orangewood Foundation and Samueli Academy annually.
• Work with the CFO to provide timely financial information to the leadership of Orangewood Foundation and Samueli Academy.
• Implement sound internal controls to safeguard organizational assets.
• Serve as the primary point of contact for banking relationships.
• Review and approve monthly billing and reconciliations for contracts with County, State, or Federal agencies.
• Participate in monthly meetings with Program Staff to review and track contract spending.
• Oversee budget modifications for contracts with County, State, or Federal agencies.
• Review and approve check runs, ACH transactions, and other vendor payments in accordance with accounting policies.
• Review the cash flow reconciliation daily and ensure adequate cash flow for checking, payroll, and other needs.
• Attend and participate in monthly Finance Committee, Audit Committee, and Investment Committee meetings for Orangewood Foundation and Samueli Academy.
• Ensure compliance with applicable laws, rules, and regulations related to the organization’s financial data.
• Reconcile monthly revenue with the Development Department.
• Oversee and participate in the month-end financial statement closing process, including preparing journal entries, analyzing financial data for reasonableness and accuracy, and making adjustments as needed.
• Serve as the point person for financial audits, including workers’ compensation, contract, and independent third-party audits.
• Serve as a Leadership team member and participate in advancing organizational strategic objectives.
• Attend leadership, people manager, and staff meetings in person.
• Attend and encourage the Finance team to participate in company-sponsored events throughout the year.
• Perform additional duties as assigned by leadership.

Benefits

• Medical coverage through Blue Shield HMO and PPO, plus HRA.
• Delta Dental coverage.
• Vision coverage through the EyeMed Network.
• Healthcare and dependent care flexible spending accounts.
• Mental health services through Headspace, including virtual and in-person therapy.
• Employee Assistance Program through Umum and Headspace.
• Life, disability, accident, and critical illness coverage.
• Pet insurance.
• 403(b) plan with company match.
• Cell phone stipend.
• Five sick days per year.
• Up to three floating holidays per year.
• 15 days of PTO accrued at five hours per pay period in year one.
• 13 company-paid holidays.
• Flexible scheduling.
• Professional development.
• Mental and physical wellness support.
• Competitive compensation.

What This Job Offers

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