Division Controller - Financial Services

Grand Lodge, Masonic Homes & Acacia Creek • San Francisco, CA

11d • $210,000 - $250,000

About The Position

The position will manage the Accounting Department staff in our Union City and Covina campuses; its activities are essential to accurate and timely recording of all financial transactions for the Masonic Homes of California and Acacia Creek. The Division Controller will oversee all cash, accounts receivable, accounts payable, payroll and general ledger functions. The Division Controller will evaluate internal processes, procedures and controls and recommend changes and modifications to the CFO. The Division Controller will assist in the timely and accurate preparation of the year-end audit as well as preparing and filing all other compliance filings. This position will be a partner to the CEO as it relates to the financial functions of the facilities.

Requirements

• BA/BS degree in accounting or business, CPA or MBA desirable.
• Minimum ten years of accounting experience including all major functions (A/R, A/P and G/L) as well as experience reading and analyzing financial statements.
• 3-5 years management and supervisory experience (staff of 5 or more preferred)
• Computer skills including spreadsheet preparation, database management, and word processing (Microsoft Office – Excel, Access, and Word) and accounting software programs (MatrixCare and Intacct)
• Strong mathematical and analytical skills.
• Excellent communication and interpersonal skills.
• Must be extremely well-organized and detail oriented.

Responsibilities

• Leadership, Team Management and Collaboration Supervise the accounting staff located at both the Union City and Covina campuses coordinating their activities across both the Masonic Homes and Acacia Creek.
• Manage, mentor, and develop the Union City and Covina accounting team, including setting performance goals, conducting performance evaluations, and providing career development guidance.
• Ensure staff are cross trained in accounting functions to support the Union City and Covina Accounting team growth and business continuity.
• Promote a collaborative work environment, driving efficiency, accuracy, and accountability within the Union City and Covina accounting team
• Work closely with Masonic Homes and Acacia Creek Executive Directors, department managers and other operations staff to assist in budget management and to interpret, investigate and monitor financial performance.
• Provide financial guidance, analysis, trends to support their decision making
• Work cooperatively with the Grand Lodge Controller and Director of Financial Planning on all financial and reporting matters as required
• Partner with CFO to ensure issues are resolved promptly
• Collaborate with cross-functional teams to achieve business objectives and promote financial accountability.
• Financial Reporting and Accounting Oversight - account analysis and Month End/Year End Close – Masonic Homes and Acacia Creek
• Take ownership of the general ledger of Masonic Homes and Acacia Creek to ensure that all transactions of both entities are recorded in a timely and accurate manner, in compliance with GAAP and other appropriate and applicable guidelines, laws and regulations.
• Analyze data for accuracy, prepare journal entries, generate financial reports, perform financial research and analyses, perform audits, prepare month end accrual, trouble shoots as directed, or required
• Lead the month-end and year-end closing processes, including journal entries, reconciliations, and financial analysis.
• Ensure timely month-end close – within 15 business days of the following month.
• Ensure all financial data is accurate and complete by managing and reviewing key account reconciliations. (e.g., balance sheet accounts, intercompany transactions, accruals, prepaid expenses, bank reconciliations, and other GL/SL reconciliations related to Masonic Homes and Acacia Creek.
• As appropriate and required, prepare account reconciliation and analysis.
• On a monthly basis, review and approve reconciliations prepared by other accounting staff prior to the preparation of financial statements by the 15th business day of the following month.
• Ensure up to date reconciliation and clear/investigate long outstanding reconciling item.
• Communicate with the CFO any issues and/or write off recommendations.
• Oversee and ensure accurate resident’s monthly billing.
• Monitor accounts receivable and payable to ensure timely collections and payments, optimizing working capital for the Facilities Resident Asset Accounting
• Effectively manage/oversee the complete resident asset process including the maintenance of the resident database and inventory to effectively and correctly account for these assets, as requested and required.
• Manage and maintain database of residents and assigned assets in amortization software to accurately and timely amortize assets received
• Oversee the process of financial qualification for new residents and the annual requalification process.
• Supervise the timely disposition of non-liquid resident assets within company policy
• Direct the resident banking activities for the Masonic Homes.
• Understand and be able to interpret and administer admissions contracts.
• Audit, Regulatory Compliance (Medicare/Medicaid & LTC Requirements) and Medical Billing
• Assist in Audit Documentation providing auditors with necessary and required supporting documents.
• Ensure timely preparation and submission of the audit PBC request
• Assist in the preparation of the Annual CCRC Reports
• Prepare/oversee the requirements to prepare the Annual Cost Report
• Review and ensure accurate and timely reporting and filing of the Facilities Annual Cost Report and all other required compliance filings.
• Oversee the PDPM review audit and other State (CMS) audits.
• Effectively manage the medical billing team working with the Sr. Revenue Manager to ensure all revenue is captured accurately and in a timely manner and to help identify new revenue opportunities.
• Internal Controls & Compliance : Monitors internal processes and procedures to ensure accurate and consistent financial information.
• Assures internal controls are appropriately established, documented and followed consistently.
• Ensure compliance with tax laws and regulations
• Ensure timely and accurate preparation and filing of quarterly sales tax returns
• In conjunction with the San Francisco Finance, assist in preparing tax reports (1099)
• Process Improvement : Identify process improvements to enhance the efficiency and effectiveness of the Union City and Covina accounting function.
• Recommends process, procedure and internal control upgrades to the Chief Financial Officer.
• Leverage technology and accounting software (Concur, POS, Matrix Care, Sage Intacct) to streamline processes, improve accuracy, and reduce manual efforts/entries.
• Others
• Act as system administrator for the accounting software system using MatrixCare and Sage Intacct.
• Acts as key point person for any related software implementation for Masonic Homes and Acacia Creek
• Perform all duties assigned in a timely, accurate and professional manner.

Benefits

• A work environment focused on teamwork and suppor t
• Excellent health, wage replacement and other benefits for you and your family’s well-being
• A generous contribution to a 401K plan whether or not you participate, and an additional contribution from the company when you participate in the plan
• Investment in your growth through Tuition Reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 101-250 employees