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Masonic Homes of California · 1 month ago

Division Controller - Financial Services

San Francisco, California, United States

Full-time

Onsite

Senior Level

$210K/yr - $250K/yr

Masonic Homes of California is dedicated to providing superior service through a progressive model of care. The Division Controller will manage the Accounting Department staff, oversee financial transactions, and ensure compliance with regulations while partnering with the CEO on financial functions.

Non-profit Organization Management

Responsibilities

Supervise the accounting staff located at both the Union City and Covina campuses coordinating their activities across both the Masonic Homes and Acacia Creek

Manage, mentor, and develop the Union City and Covina accounting team, including setting performance goals, conducting performance evaluations, and providing career development guidance

Ensure staff are cross trained in accounting functions to support the Union City and Covina Accounting team growth and business continuity

Promote a collaborative work environment, driving efficiency, accuracy, and accountability within the Union City and Covina accounting team

Work closely with Masonic Homes and Acacia Creek Executive Directors, department managers and other operations staff to assist in budget management and to interpret, investigate and monitor financial performance. Provide financial guidance, analysis, trends to support their decision making

Work cooperatively with the Grand Lodge Controller and Director of Financial Planning on all financial and reporting matters as required

Partner with CFO to ensure issues are resolved promptly

Collaborate with cross-functional teams to achieve business objectives and promote financial accountability

Take ownership of the general ledger of Masonic Homes and Acacia Creek to ensure that all transactions of both entities are recorded in a timely and accurate manner, in compliance with GAAP and other appropriate and applicable guidelines, laws and regulations

Analyze data for accuracy, prepare journal entries, generate financial reports, perform financial research and analyses, perform audits, prepare month end accrual, trouble shoots as directed, or required

Lead the month-end and year-end closing processes, including journal entries, reconciliations, and financial analysis. Ensure timely month-end close – within 15 business days of the following month

Ensure all financial data is accurate and complete by managing and reviewing key account reconciliations. (e.g., balance sheet accounts, intercompany transactions, accruals, prepaid expenses, bank reconciliations, and other GL/SL reconciliations related to Masonic Homes and Acacia Creek. As appropriate and required, prepare account reconciliation and analysis. On a monthly basis, review and approve reconciliations prepared by other accounting staff prior to the preparation of financial statements by the 15th business day of the following month. Ensure up to date reconciliation and clear/investigate long outstanding reconciling item

Communicate with the CFO any issues and/or write off recommendations

Oversee and ensure accurate resident’s monthly billing

Monitor accounts receivable and payable to ensure timely collections and payments, optimizing working capital for the Facilities

Effectively manage/oversee the complete resident asset process including the maintenance of the resident database and inventory to effectively and correctly account for these assets, as requested and required. Manage and maintain database of residents and assigned assets in amortization software to accurately and timely amortize assets received

Oversee the process of financial qualification for new residents and the annual requalification process

Supervise the timely disposition of non-liquid resident assets within company policy

Direct the resident banking activities for the Masonic Homes

Understand and be able to interpret and administer admissions contracts

Assist in Audit Documentation providing auditors with necessary and required supporting documents

Ensure timely preparation and submission of the audit PBC request

Assist in the preparation of the Annual CCRC Reports

Prepare/oversee the requirements to prepare the Annual Cost Report

Review and ensure accurate and timely reporting and filing of the Facilities Annual Cost Report and all other required compliance filings

Oversee the PDPM review audit and other State (CMS) audits

Effectively manage the medical billing team working with the Sr. Revenue Manager to ensure all revenue is captured accurately and in a timely manner and to help identify new revenue opportunities

Monitors internal processes and procedures to ensure accurate and consistent financial information. Assures internal controls are appropriately established, documented and followed consistently

Ensure compliance with tax laws and regulations

Ensure timely and accurate preparation and filing of quarterly sales tax returns

In conjunction with the San Francisco Finance, assist in preparing tax reports (1099)

Identify process improvements to enhance the efficiency and effectiveness of the Union City and Covina accounting function. Recommends process, procedure and internal control upgrades to the Chief Financial Officer

Leverage technology and accounting software (Concur, POS, Matrix Care, Sage Intacct) to streamline processes, improve accuracy, and reduce manual efforts/entries

Act as system administrator for the accounting software system using MatrixCare and Sage Intacct. Acts as key point person for any related software implementation for Masonic Homes and Acacia Creek

Perform all duties assigned in a timely, accurate and professional manner