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Catalyst of San Diego & Imperial Counties · 12 hours ago

Controller

San Diego, CA

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $100K/yr

Catalyst of San Diego & Imperial Counties is an organization focused on fiscal sponsorship and financial management within the nonprofit sector. The Controller will lead financial management, ensuring compliance and reporting while interacting with the CEO and Finance Committee to enhance organizational excellence.

FinanceNon Profit

Responsibilities

Ensure accurate and timely financial reporting and information generation in compliance with GAAP, internal controls, and organizational policies

Perform monthly and annual close process, including balance sheet reconciliations and functional expense statements to produce monthly reports including P&L, Balance Sheet, Budget to Actuals, TRNA; reports will include visual representations

Manage accounts payable and receivable

Manage intercompany transactions between Catalyst core operations and supported projects

Serve as main point of contact for outsourced bookkeeping and accounting support

Oversee the development of the organization’s annual budget and manage the budget throughout the year, including creating a clear distinction between core operations and noncore finances and supporting budget leads

Analyze financial trends and key performance indicators (KPIs) to provide strategic insights and guide decision-making, presenting financial dashboard and analysis to support board-level financial oversight

Actively manage bank and investment accounts and relations and a cash management/investment strategy with guidance from the CEO & Finance Committee to optimize liquidity and financial health

Work with Director of People & Culture to administer twice-monthly payroll and employee benefit payments

Work with staff to design and track budgets for incoming grants and regranting projects

Train and mentor staff on budgeting, financial literacy, and financial management best practices

Work with staff to strategically research, onboard, and manage financial records for sponsored projects

Provide financial oversight and reporting to special projects, grant funded initiatives, and fiscally sponsored projects

Collaborate with department leads to monitor and manage departmental budgets

Manage bank accounts and relationships

Prepare annual filings including the organization’s annual audit, Form 990 preparation, and other tax filings and reports including W2s and 1099s, 5500, and more

Serve as staff liaison to audit and finance committees, presenting financial reports and narrative and analysis

Design, implement, and regularly review internal procedures, such as internal controls and fiscal procedures, annually

Manage and recommend changes to accounting and related online platforms (e.g., QBO, Ramp)

In partnership with the SDO and CEO, establish, monitor, and manage short- and long-term financial goals to support the organization’s business plan and financial needs

Provide financial analysis for business model planning and revenue opportunities, including budget forecasting and analysis

Qualification

Nonprofit finance managementFinancial planningBudgetingQuickBooks OnlineFinancial statement preparationInternal controls designFinancial literacy trainingStrategic planningCollaboration

Required

Experience managing nonprofit finances, including tracking and management of restricted funds and grant application budgeting

Experience with financial planning, budgeting and forecasting, and financial statement preparation

Excellent skills in QuickBooks Online and Excel

Ability to represent complex financial information in managerial and board reports, including graphic representation

Experience preparing tax reports and leading the response to an audit for a similar sized organization

Proven ability to design and oversee implementation and documentation of internal controls and new processes across departments

Able to operate autonomously and also stay connected to organizational activities

Desire to be part of a collaborative, equity-driven organization that has a learning approach to its work, adapting as community and membership needs evolve

Reside within our service area (San Diego County or Imperial County) and able to work in-office one day a week