POSITION DESCRIPTION

I. Position: Controller

II. Status: Full time, Salaried

III. Reports to: Chief Financial Officer

IV. Position Expected Hours of Work:

This is a Full-Time, Salaried position. At minimum, days and hours of work are Monday through Friday, 8:00 am to 4:30 pm. However, there may be some variability in the weekly schedule due to agency need. Occasional evenings and weekends. Staff is expected to be able to work in the office, remotely, or a hybrid of both, during regular business hours.

V. Essential Functions of the Position:

1. 1. Ensure the accuracy and integrity of monthly, quarterly, and annual financial statements in accordance with GAAP and nonprofit standards. Lead the month-end close, strategic plan reporting, annual audit and preparation of the IRS Form 990.
   2. Maintain compliance with federal, state, and local regulations, including Uniform Guidance (2 CFR 200). Administer internal controls, antifraud policies, and risk mitigation strategies across the organization. Promptly escalates issues directly to the President & CEO and COO when necessary.
   3. Manage the external audit process, coordinate supporting documentation, and oversee the preparation of government filings and registrations, including the financial section of the annual report.
   4. Collaborate with the CFO and program leaders to prepare and monitor the annual budget, multi-year forecasts, and grant-specific budgets. Provide tools and analysis to support department-level budget management.
   5. Oversee the allocation of payroll and shared costs to grants/contracts. Ensure expenditures align with funder requirements and maintain accurate tracking of restricted and unrestricted funding.
   6. Serve as administrator for financial systems, including accounting software, payroll, banking, and investment platforms. Maintain system integrity, user access, documentation, and vendor contact records
   7. Oversee reporting, reconciliation and day to day duties for IF and IFF LOC, investments, operational accounts, and related financial reporting. Monitor investment activity, monthly statements and coordinate with advisors, the IFF Board and IF Finance Committee to ensure alignment with organizational policies.
   8. Oversee all accounts and subsidiary ledgers, ensuring accuracy, proper coding, reconciliation, and compliance with GAAP and organizational requirements. Maintain oversight of the chart of accounts.
   9. Supervise the payroll process to ensure accuracy, compliance, and timely execution. Reconcile payroll accounts and coordinate with HR as needed
   10. Ensure proper authorization, documentation, coding, and timely payment of accounts payable and credit card transactions. Oversee all accounts payable tasks. Maintain related internal forms such as expense, spending, and check requests. Assist CFO with all tasks related to agency credit cards.
   11. Provide leadership and oversight of all agency accounts receivable processes, including the creation and issuance of invoices, billing across all funding sources and payors, reconciliation of receivables, and coordination of timely collection activities. Collaborate with program and operations staff to ensure accurate and consistent revenue tracking
   12. Record and track all fixed asset acquisitions and disposals. Determine depreciation schedules and reconcile subsidiary ledgers with accounting records. Oversee all tasks related to tenant activity and building ownership including, reporting, tenant billing, NNN lease reconciliation, tenant relations and tracking of lease-related expenses.
   13. Supervise and support the department accounting staff, fostering a collaborative, accountable, and mission-aligned department culture. Plays an active role in the leadership and overall morale of the accounting department, and is responsible for a variety of tasks associated with the operation of the accounting department and Independence First as a whole. Performs managerial responsibilities including but not limited to: training, mentoring, coaching and developing colleagues; interviewing, hiring, planning, assigning and directing work.
   14. Partner with leadership, operations, development, and program teams to provide financial insights and support strategic decision-making. Review and reconcile fund raising software to accounting software and ensure all events comply with dual control processes for all income received. Support the CFO in organizational planning and execution.
   15. Serve as liaison to the Board Treasurer, Finance Committee and the Board of Directors. Prepare reports and meeting materials, attend meetings, take notes, and ensure follow-up on financial matters.
   16. Proactively advocates for the rights and involvement of individuals with disabilities; provide advocacy and support for the Independent Living Philosophy. As a member of the agency's management team, will attend fundraising and other special events as requested and will interact with members of the Board of Directors

I. Work Environment

1. Work environment is generally performed in an office setting with minimal to moderate noise level.
2. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Disclaimer:

The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.

I. Professional Qualifications

1. Bachelor's degree in Accounting, Finance, or related field required; CPA or Master's degree strongly preferred.
2. Minimum of 7 years of progressive accounting experience, including 3+ years of supervisory experience.
3. Nonprofit accounting experience required, including knowledge of GAAP, fund accounting, cost allocation, and Uniform Guidance. Experience with tenant lease management, investment reporting, and data analytics a plus.
4. Familiarity with federal and state grant compliance requirements (e.g., OMB Uniform Guidance) as well as the ability to stay up-to-date of regulatory changes
5. Demonstrated experience managing audits, financial reporting, and 990 preparation.
6. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, clients, the Board, or other sources.
7. Experience using accounting and reporting software (e.g., MIP, QuickBooks, or similar); comfort with technology and data systems is essential.
8. Strong analytical, interpersonal, organizational, and communication skills.
9. Proven strong leadership skills, time management skills, and ability to problem solve and use critical thinking skills required
10. Excellent communication skills including speaking, writing, listening, mentoring and relationship building.
11. Passion for promoting ethical behavior and a culture of integrity within an organization; including the ability to keep high-level information confidential.
12. Must have a firm belief in consumer control, the independent living philosophy, and our agency's Vision Statement

Be Part of a Great Team!

Independence First is looking for awesome people to join our team!

You are just the person to join our growing team if you are...

• • Looking for an Excellent Benefits Package
• • Passionate About Helping Others
• • Prefer Bilingual in English, Spanish, Hmong or Arabic (Not required)

Benefits include:

• • 12 sick days, 18 vacation days and an additional 12 paid holidays a year
• • Employer paid Dental, Life Insurance (twice annual salary), AD&D, Short and Long Term Disability
• • Health Insurance Benefits (partially employer paid, depending on coverage)
• • Low-cost Vision Insurance
• • Employer-matched 403(b) Retirement Account
• • Fitness Center On-site
• • Annual Health Risk Assessment
• • Annual Flu Shot
• • Comprehensive Wellness Program
• • Tuition Reimbursement Program