Corporate Controller

Social Finance • Boston, MA

14d • Hybrid

About The Position

Social Finance is a national nonprofit and registered investment adviser (SF Advisers, LLC) that mobilizes investments to measurably improve lives in areas like workforce and economic mobility, health, and housing. The Corporate Controller is the senior accounting leader and the Chief Financial Officer’s closest partner, responsible for the integrity of financial reporting and leading planning, budgeting, and analysis. This role is ideal for someone with a strong technical accounting foundation who wants to focus on strategic leadership, including budget building, forecasting, scenario modeling, team leadership, and supporting decision-making with financial insights. The position involves leading a team of 4, overseeing an annual operating budget of approximately $30 million across multiple entities, and participating in the firm’s Management Team. It suits individuals who wish to apply their accounting and finance expertise in a mission-driven setting and are comfortable with both strategic direction and detailed execution.

Requirements

• Unquestionable work ethics and focus on ownership and accountability.
• Degree in Accounting, Finance, or a related business field, or equivalent experience; CPA or MSA preferred.
• 8+ years of progressive accounting and finance experience, including substantial time in financial planning and analysis: budgeting, forecasting, financial modeling, and variance analysis.
• Demonstrated ownership of an annual budget process and a recurring management reporting cycle for an organization or a substantial business unit.
• Strong command of U.S. GAAP and internal controls.
• Working knowledge of nonprofit accounting, including fund and grant accounting, and familiarity with federal grants compliance and single audit requirements.
• Advanced Excel and financial modeling skills, with the ability to translate financial detail into clear guidance for colleagues who are not finance specialists; strong oral and written communication.
• Comfort and experience overseeing, coaching, and developing more junior staff members, and a commitment to building a strong, high performing team.
• Ability to handle complex and confidential information with discretion.
• Ability to operate across multiple competing priorities with a high level of independence and motivation, and to adapt in a team-based, fast-changing environment.
• Willingness to learn and utilize AI tools appropriately to support accounting work (e.g. prompt engineering, AI-assisted workflows, or data infrastructure).

Nice To Haves

• Experience automating financial processes or applying AI tools within a finance function.
• Experience with Sage Intacct or a comparable ERP, and with planning and forecasting tools such as Vena, Adaptive Planning, or similar.
• Experience in impact investing or investment management, including financial reporting for investment vehicles.
• Experience in or with the systems we seek to impact: education, economic mobility, health, or housing.

Responsibilities

• Lead the annual organizational operating budget process from start to finish, partnering with business practice and functional leaders to build, challenge, and finalize their plans.
• Own budget to actual reporting and variance analysis, including the written narrative that explains what the variances mean and what should change as a result.
• Build and maintain the multiyear financial model and rolling forecast, including scenario analysis for new investments, contracts, and hiring decisions.
• Prepare project budgets and pricing for contract and grant based proposals, and track realized margin against what was proposed.
• Develop recurring management reporting and metrics that give business leaders a clear, current view of their financial position.
• Prepare quarterly reporting materials for the Board, Finance Committee, and Audit Committee.
• Oversee the finance team’s day-to-day accounting operations, covering revenue contracts, invoice production, revenue recognition, expense contracts and commitments, authorization protocols, timely transaction posting to the general ledger, and payroll processing.
• Own the month end and year end close, and work to shorten the close calendar without compromising accuracy.
• Maintain accurate and timely accounting of revenues and expenditures across all lines of business.
• Manage all accounts and financial reporting systems to ensure compliance with U.S. GAAP.
• Oversee federal grants financial management, reporting, and compliance, including Uniform Guidance (2 CFR 200) requirements and the annual single audit.
• Monitor financial activity on grant programs and prepare expenditure reports for program managers as needed.
• Manage the annual financial statements audit for all entities.
• Manage federal and state nonprofit tax filings and registrations for Social Finance, Inc. and affiliated entities.
• Develop and monitor internal controls, policies, and procedures.
• Own the enterprise risk management function, including maintaining the organizational risk register, coordinating periodic risk assessments, and reporting key risks and mitigation plans.
• Lead, coach, and develop a team of 4, including goal setting and ongoing performance management.
• Improve the efficiency and effectiveness of the Corporate Finance function through better process design, fuller use of systems, and thoughtful adoption of automation and AI tools.
• Upgrade processes with an eye for achieving efficiency and clarity.
• Lead or support special projects and ad hoc analysis as needed.
• Serve as a Development Manager to members of the Corporate Finance team.
• Support the firm’s talent management efforts through recruiting, coaching, goal setting, mentoring, and ongoing performance management.
• Support internal capacity building efforts.
• Represent the firm in public forums and contribute to publications.

Benefits

• Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; Employee Healthy Actions programs and more.
• Retirement savings plan with employer contribution.
• Short-term, long-term and life insurance policies.
• Commuter benefits and cell phone reimbursements.
• Hybrid work model (in office a minimum of two days per week and on an ad-hoc basis as needed).
• Dedicated budgets for team building and employee recognition.
• Annual budget for external professional development opportunities.
• Mentorship and onboarding programs.
• Collaborative and energizing workspaces in downtown Boston, San Francisco, Austin and Washington, D.C.; New York, NY.
• Paid vacation and paid holidays (with 12/24-1/1 off every year).
• Paid parental leave.

What This Job Offers

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