California Independent Schools Business Officers Association

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  • 20 May 2020 8:46 AM
    Message # 8981999

    Job Summary

    The Controller works with the Business Department to foster the financial sustainability of the school within a culture of excellence, accountability, integrity, teamwork, and customer service while facilitating the management of the school’s financial resources.

    Essential Responsibilities

    ·       Responsible for fostering the financial stewardship of the school by providing excellence in the Business department

    ·       Responsible for superior financial management of school’s financial resources via accurate and timely financial reporting and accounting

    ·       Work with all customers within the school (faculty, staff, families) to provide superior customer service relative to financial issues

    ·       Works to create a positive working environment that inspires and motivates others

    ·       Communicate effectively with others and foster an environment of respect and teamwork

    ·       Writes proficiently to communicate financial reports and other financial information

    ·       Maintain the highest level of integrity in all aspects of the job

    ·       Maintain, evaluate and implement optimal and appropriate internal controls

    ·       Communicate accounting policies and ensure compliance

    ·       Use teamwork and creative thinking to problem solve and be solutions-oriented

    ·       Champions initiatives to review and streamline accounting policies/processes

    ·       Possesses advanced skills in the Microsoft Office Suite (particularly Excel) and assists others with technology-based process improvements

    ·       Excellent at multi-tasking and managing deadlines

    ·       Creates plans to meet departmental goals and objectives and monitors these plans to ensure success

    ·       Communicates effectively with other staff/faculty and families and provides excellent customer service to these constituents

    SPECIFIC RESPONSIBILITIES – General Accounting and Financial Reporting

    ·       Assume primary responsibility for the general ledger and all organizational systems and processes that support it

    ·       Maintain general ledger in accordance with GAAP, donor restrictions and other regulatory requirements

    ·       Responsible for managing the accounting department, ensuring accurate and timely financial information

    ·       Ensure that the financial statements not only comply with reporting standards, but also are responsive to the evolving needs of financial statement users

    ·       Preparing monthly financial statements, including variance analyses

    ·       Prepare financial statements for Finance Committee or Board review as directed by CFO

    ·       Manage general accounting operations

    ·       Prepare account reconciliations on a monthly basis

    ·       Maintain, evaluate and implement optimal and appropriate internal controls

    ·       Assist the CFO in the preparation and monitoring of departmental budgets and forecasts; working with other administrators and department heads concerning budget performance

    ·       Communicate accounting policies to affected employees and ensure compliance with such policies

    ·       Handle sensitive and confidential information with the highest level of professionalism and care

    ·       Manage Bond draws and bond reporting

    ·       Prepare various annual filings such as Welfare Exemption filing, Bond filing, Non Discrimination testing, insurance applications, and other filings as needed.

    ·       Preparing all periodic surveys and reports for the school’s trade organizations (e.g. NAIS, CAL-ISBOA, NBOA)

    ·       Work in a team with Accounting Specialist as required

    ·       Work with CFO to ensure risk management policies and procedures are followed and maintained

    ·       Update, as necessary, Accounting Policies & Procedures manual

    ·       Cover the Accounting Specialist when out of the office, as instructed by the CFO

    ·       Other duties as assigned by the CFO

    ·       Manages property tax filings and exemption claims


    ·       Supervising all incoming cash receipts and deposits; monitor bank account

    ·       Review and approve bank adjustments using the Cash Management module

    ·       Review and approve bank reconciliations using the Cash Management module


    ·       Add and maintain new assets in Fixed Assets in Financial Edge

    ·       Dispose of assets as directed

    ·       Generate depreciation on monthly basis

    ·       Reconcile the Fixed Assets to the general ledger accounts

    ·       Prepare a year-end roll forward which reconciles additions, disposals, depreciation expense and gain and loss to the general ledger


    ·       Coordinate the dissemination and return of the budget spreadsheets

    ·       Review the budget spreadsheets for completeness and accuracy

    ·       Input/Import the budget worksheets into Financial Edge

    ·       Reconcile the Financial Edge budget to the budget spreadsheets


    ·       Reconcile temporarily and permanently restricted contributions to the general ledger, including scholarship accounts

    ·       Allocate interest and dividends earned from scholarships/endowments to proper accounts

    ·       Prepare a year-end roll forward of the temporarily and permanently restricted net assets


    ·       Successfully manage and coordinate the annual audit

    ·       Taking lead position on preparation of schedules and work papers for annual audit

    ·       Communicate any issues to the CFO

    ·       Ensure timely completion of the annual audit

    ·       Maintaining permanent office files for all audit schedules prepared by school

    ·       Coordinating preparation of schedules and work papers for tax filings


    ·       Posts Raiser’s Edge to the general ledger on a monthly basis

    ·       Reconciles Raiser’s Edge activity monthly and issue the monthly reconciliation report to CFO


    ·       Working with the Accounting Specialist, provide CFO a monthly aging report that details status of past due accounts and actions required; monitor tuition receivable accounts in excess of 45 days past due and provide additional support in the collection of tuition receivables as necessary

    ·       In cooperation with Accounting Specialist, discuss any proposed payment plans for extremely past due accounts with CFO

    ·       Reconcile financial aid on a monthly basis


    ·       Reconcile the Prepaid and other Balance Sheet accounts on a monthly basis

    ·       Reconciliation of all investment accounts


    ·       Distribute Departmental and School wide financial statements in conjunction with Blackbaud Financial Edge, including providing detail of income and expenses charged to each department as requested

    ·       Provide CFO with key indicator reports along with an analysis of significant variations


    ·       Minimum of a Bachelor’s degree in Accounting, Finance, or relevant subject

    ·       CPA certification a plus

    ·       Five to seven years of accounting and management experience preferred; experience working in independent schools or nonprofits (required)

    ·       Experience with The Financial Edge accounting package and Raisers’ Edge development software (required)

    ·       Knowledge of unique financial accounting and reporting requirements of nonprofit education institutions

    ·       Fluency in Microsoft Excel and Word and familiarity with database concepts

    Qualified Candidates, please apply online at:

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