Controller

Position Title:                    Controller

Reports to:                         Senior Director of Finance & Operations

Rate of Pay:                       Grade 29; $87,175- $130,765 annually, DOE

A candidate with 5 years of experience can anticipate $104,611

Location:                            Hybrid, on-site two days a week minimum, and for meetings and trainings as needed

Schedule:                           Full-time, occasional evenings and weekends as necessary

Benefits:                             WLM offers a comprehensive package, including health other insurance, 403(b) participation, 12 paid holidays, paid time off (PTO), and more.

Position Summary:

The Controller is responsible for providing specialized expertise related to effective financial and investment management of all museum fiscal areas. They prepare the annual budget with the Executive Director, Senior Director of Finance & Operations, and Executive and Management Teams and prepare financial reports and reforecast as necessary. The Controller is responsible for managing the operating investment program, staffing the Board of Trustees (BoT) Finance Committee, and managing the Property Associations. The Controller supervises the Senior Accountant & Payroll Manager, advises staff on accounting, financial reporting, and other financial matters, and is a member of the Finance & Operations Department.

Key Responsibilities:

·        Provide effective finance management for museum operations, including financial reports and proposals.

·     Direct the Museum’s daily accounting and office management activities. Implement and update fiscal policies and procedures. Supervise accounts receivable, accounts payable, and payroll with the Senior Accountant & Payroll Manager. Manage the cash receipts procedures and daily processes.

Prepare bank reconciliations and other reporting to maintain proper segregation

of duties.

·       Manage the budget process with the Executive Director, Senior Director of Finance & Operations, and Executive Team. Guide, analyze, and coordinate the Management Team’s participation in budget development and monitoring.

·       Provide input to the Senior Director of Finance and Operations on salaries and employee benefits.

·       Monitor budget to actual performance and create forecasts and budget modifications as needed.

·       Participate as needed in strategic planning, implementation, and monitoring of the organization’s business plan to advance the museum’s mission and values. Ensure that the strategic plan and the budget are comparable.

·       In conjunction with the Director of Grants & Sponsorship, manage financial grant reporting including preparation of reports for funders.

·       The Wing Luke Asian Museum (WLAM) Property Association I houses the current museum facility. This position will maintain the financial records for this entity. WLAM Property Association II is the entity that will manage the construction of the Eng Family Homestead and this position will work in conjunction with the Deputy Executive Director and Senior Director for Finance & Operations for the financial management of the construction project as well as maintain the financial records.

·       Manage the Risk Management processes including communication with the insurance agents to provide appropriate coverage for specific events and/or contract requirements. Coordinate the review of policies with the Senior Director of Finance & Operations on an annual basis.

·       Coordinate annual audit and 990 preparations, including securing audit documentation from grantors, BoT members, and staff. Provide information for the auditor to complete the audit on schedule.

·       Staff the BoT Finance Committee and provide information and assistance to the BoT Treasurer/Finance Committee chair.

·       Work with the Senior Accountant & Payroll Manager to ensure timely and accurate accounting operations, and compliance with all federal, state, local, and contractual requirements, and regulatory deadlines.

·       Collaborate with the investment portfolio advisor to ensure that the assets of WLM and the WL Foundation are managed in compliance with all internal standards and policies. Manage the investment program based on the investment policy.

·       Analyze operations to evaluate performance and determine areas of potential earned revenue increases, cost reductions, operations improvement, or policy change.

·       Monitor internal controls.

·       Be an enthusiastic WLM ambassador!

·       Other duties as assigned.

Qualifications:

·       Five years of professional experience in finance management, with a minimum of three years of senior financial management experience.

·       Non-profit arts, heritage, and culture experience preferred, including non-profit strategic or business planning or equivalent experience.

·       Degree in Business Administration, Accounting, CPA, CMA, or MBA or a related field preferred.

·       A successful track record in creating institutional budgets, developing financial analyses, and making thoughtful decisions that support the fiscal health and sustainability of the organization.

·       Strong organizational planning and problem-solving skills, with attention to detail and the big picture.

·       Ability to describe financial concepts and effectively collaborate with program and fundraising colleagues.

·       Experience in managing audit and tax engagements with a third-party CPA firm.

·       High level of proficiency with accounting systems, financial reporting software, and Microsoft Excel. Experience with a range of computer office and CRM software, (including Microsoft Office Suite) and other online, cloud-based project management and collaboration tools.

·       Excellent interpersonal, verbal, and written communication skills required. Ability to effectively manage financial communications, particularly with the BoT, and advance the case for support on behalf of the organization.

·       Manage sensitive matters effectively and with diplomacy, establishing a high degree of trust in personal integrity and the integrity of the organization.