Controller

Orangewood Foundation • Santa Ana, CA

19d

About The Position

The Controller leads the Finance team and oversees the organization’s accounting operations, monthly close and reporting, reconciliations, and contract billing. The role supports the CFO and provides timely financial information to the leadership of Orangewood Foundation and Samueli Academy. It is responsible for sound internal controls, compliance, banking relationships, cash flow oversight, financial audits, and coordination with other departments on payroll, revenue, and contract spending. The Controller also serves on the Leadership team and contributes to the organization’s strategic objectives.

The position is primarily office-based and requires in-person participation in leadership, people manager, staff, Finance committee, Audit committee, and Investment committee meetings. The schedule may be modified based on the Foundation’s needs. The role may require use of a personal vehicle and lifting items up to approximately 15 pounds.

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 solve problems 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.
• Completion of pre-employment screenings, including criminal background check, FBI/DOJ fingerprinting, TB test, drug screen, and previous employment verification.
• Completion of the required Plum.io assessment as part of the application process.
• Understanding of and passion for the Foundation’s mission, vision, and values.
• Understanding of the structured timeframe of accounting tasks, including payroll, monthly closing, and accrual accounting.
• Ability to work well as part of a team and assist with functions outside regular job duties when needed.
• Demonstrates accountability, integrity, and respect.
• Ability to work with confidential financial information.
• Effective communication skills, especially regarding financial information.

Nice To Haves

• Accounting experience 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.
• Collaborate 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 financials to the leadership of Orangewood Foundation and Samueli Academy.
• Implement sound internal controls to safeguard organizational assets.
• Serve as the primary point person 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, and other vendor payments in accordance with accounting policies.
• Review the daily cash flow reconciliation 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 necessary.
• Serve as the point person for financial audits, including workers compensation, contract, 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 participation in company-sponsored events throughout the year.
• Perform additional duties as assigned by leadership.

Benefits

• Medical insurance through Blue Shield HMO and PPO, plus HRA.
• Dental insurance through Delta Dental.
• Vision coverage through the EyeMed Network.
• Healthcare and dependent-care flexible spending accounts.
• Mental health support 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.
• Year-one PTO accrual of 15 days, at five hours per pay period.
• Thirteen company-paid holidays.
• Flexible scheduling.
• Professional development.
• Mental and physical wellness support.
• Competitive compensation.

What This Job Offers

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