CHIEF CONTROLLER
- Reporting to the CEO, serves as his/her business/financial resources partner
- Partners with the Federation Finance Chair and Investment Chair
- Serves as a member of the Finance, Investment, and Audit Committees as well as other policy making Committees as assigned by the CEO
- Responsible for all financial and fiscal management of JFSM operations. In addition, provides leadership and coordination in the administrative, business planning, accounting and budgeting of the JFSM
- Creates, coordinates and evaluates the financial programs and supporting information systems of the JFSM, including budgeting, tax implications, real estate and conservation of assets
- Ensures record systems are maintained in accordance with generally accepted auditing standards
- Prepares and oversees the JFSM annual budget as well as departmental and program budget
- Analyzes cash flow, cost control and expenses to guide volunteer leaders
- Analyzes financial statements to ascertain potential weak areas and provide solutions
- Communicates any variances and changes to the budget to the Finance Committee and the Executive Committee
- Oversees the approval and processing of revenue, expenditure, control documents, department budgets, general ledger, accounts payable and account maintenance and data entry
- Creates and coordinates the preparation of financial statements, reports, special analyses and information reports
- Develops and implements finance, accounting, billing and auditing procedures
- Establishes and maintains appropriate internal control safeguards
- Monitors all JFSM policies
- Ensures compliance with all local, state and federal reporting requirements
- Processes information and paperwork to obtain the necessary licenses and insurances required to operate
- Oversees the Information Technology systems and strategy to maximize efficiency
- Manages, coaches, mentors and performance manages finance and IT direct reports
- Key Competencies:
- Financial Management
- Familiarity with planned giving instruments
- Business Acumen
- Communication Proficiency
- Ethical Conduct
- Leadership
- Performance Management
- Personal Effectiveness/Credibility
- Problem Solving/Analysis
- Strategic Thinking
- Technical Capacity
