Controller

The controller manages the day-to-day financial operations of the Foundation and is responsible for maintaining financial, accounting, and administrative records to assure the overall integrity of the Foundation’s financial systems. The controller reports to the vice president of finance and administration and works cooperatively with the Finance department, as well as with other Foundation staff. The controller position is an exempt position.

Accounting
 Oversee all day-to-day accounting transactions performed by the Accounting Manager and Accounting Associate.
 Supervise the Accounting Manager and Accounting Associate.
 Prepare monthly activity summaries for all investment portfolios.
 Manage and reconcile the monthly endowment allocation process.
 Prepare the annual financial statements, including all supporting schedules and reports, and coordinate the annual independent audit.
 Serve as the staff liaison to the Audit Subcommittee.
 Prepare annual tax returns (Form 990, 990-T, 5500, and NC CD-405) for review by independent auditors and the Foundation committee.
 Prepare monthly customized reports for a large corporate donor advised fund.
Budgeting
 Construct annual operating budget for upcoming year, working with leadership team.
 Prepare monthly budget versus actual reports and distribute to leadership team.
 Prepare monthly allocations of operating expenses to various departments.
 Assist in agenda preparation for the Budget and Personnel Subcommittee meetings.
Payroll and Benefits
 Review semi-monthly payroll, transfer funds, and record payroll expenses in general ledger.
 Reconcile and approve monthly benefit invoices for payment.
 Serve as backup for processing payroll and benefits administration.
Other
 Provide backup assistance to the Accounting Manager in their absence.
 Respond to information requests from other departments and prepare appropriate reports.
 Attend and assist as needed with the Finance and Investing Subcommittee meetings.
 Participate in professional societies, keeping the Foundation abreast of current accounting developments.
 Perform other duties as may be assigned.