Controller

POSITION DESCRIPTION

POSITION: Controller

FLSA STATUS: Exempt

REPORTS TO: Chief Operating Officer

DATE: 1/2/2025

Summary of Position

The Controller is responsible for the day-to-day accounting activities; ensuring that financial statements, receivables, payables, bank reconciliations, federal and state filings are handled accurately and efficiently. The Controller serves as the liaison to the auditors, investment consultant, banks, and as the main contact for the AMIA Treasurer. Responsibilities also include preparation of the annual budget and quarterly forecasts. The Controller reviews financial controls and recommends operational improvements to ensure that AMIA is compliant with GAAP standards and regulatory requirements.The Controller is the staff liaison to AMIA’s Finance and Investment Committee.

Based on the duties described below, this is a full-time, exempt, fully remote position. This position reports to the Chief Operating Officer.

Dimensions

This position has no direct reports.

This position has no budget authority.

Nature and Scope

Key responsibilities include recording AMIA’s financial transactions to oversee the financial health of the organization. This includes accounts receivable, accounts payable, vendor records, payroll records, cash and investments.

Principal Accountabilities

• Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements
• Maintain internal control and safeguards for receipt of revenue, expenses, program budgets and accurate documentation
• Responsible for integrity and updates to all financial systems, financial reporting systems and the financial aspects of association management software
• Maintain AMIA Accounting Manual to include all current policies and procedures
• Plan and collaborate with staff to prepare AMIA’s annual budget
• Lead annual audit and 990 preparation process with external auditors with support from AMIA management
• Consistently analyze financial data and present financial reports in an accurate and timely manner to keep staff and senior leaders abreast of AMIA’s financial status
• Prepare monthly and annual financial statements to both financial and non-financial audiences including variance reporting and projections
• Manage external banking and investment relationships to optimize cash flow and investment reporting
• Serve as staff liaison to the Finance and Investment Committee and Audit Committee
• Support financial aspects of year-end human resource’s function that pertain to special payrolls, 401K and applicable tax and reporting activities

Skills

• Thorough understanding of finances and accounting in non-profit member focused organizations and the importance of transparency
• Understand the interaction of AMS (Fonteva Salesforce) and related third-party software with AMIA’s financial systems (Sage Intacct).
• Agility and inclination to advance complex projects and to solve problems in a collaborative mode
• Exceptional programmatic budget planning including effectively working with staff
• Ability to work in tandem with executive level management to explore and plan for strategic business process change initiatives that can be championed through finance and accounting
• Knowledge of applicable rules, regulations and best practices of non-profit organizations

Essential Functions

• Demonstrate expertise in financial reporting and accounting rules in accordance with GAAP.
• Monitor and control the direction, allocation and usage of financial resources.
• Demonstrate a commitment to lifelong learning and keeping one’s own skills sharp and relevant.
• Consistently meet deadlines or communicate potential delays in advance.
• Demonstrate critical thinking, propose solutions when identifying blockers.
• Develop and contribute to best practices.

Team and Company-Wide Responsibilities

• Communicate deadlines with lead-time for the team.
• Contribute to cooperative, healthy, team spirit.
• Communicate individual and team issues in a positive and constructive manner.
• Proactively provide data and useful resources to staff.
• Offer solutions or other options to improve current systems when identifying issues or presenting problems.
• Deliver a high level of customer service for internal as well as external customers.

Qualifications

• Education – College degree required in business administration, accounting or finance, MBA or CPA a plus
• Knowledge – Thorough understanding of finances and accounting in non-profit member focused organizations database systems and applications, including customization and report writing
• Work Experience – 8+ years related experience with increasing responsibility in finance department
• Technical Skills – Strong MS office skills; in-depth experience with Sage Intacct accounting software
• Required: Must be able to travel 7-10 days per year.

Qualified candidates will be contacted for interviews. No telephone calls will be accepted.

At AMIA we are committed to diversity and creating an inclusive environment for all employees. We are proud to be an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, age, ethnic or national origin, gender, sexual orientation, gender identity/expression, pregnancy, marital status, religion, physical or mental disability, military/veteran status, or any other protected status.

EEO Employer/Vets/Disabled