Trellis · 14 hours ago
Controller
Round Rock, TX
Full-time
Hybrid
Senior Level
$146K/yr - $224K/yr
7+ years expTrellis Company is a nonprofit organization dedicated to enhancing post-secondary education and improving community quality of life. The Controller will oversee financial operations, ensure compliance with GAAP, and provide strategic insight while collaborating with the CFO and managing accounting functions.
Financial ServicesHigher EducationNon Profit
Responsibilities
Partner with the CFO to identify efficiencies, and implement process improvements, and assist in implementing new policies and procedures
Manage monthly/quarterly/annual close process and ensure tasks are completed in accordance with established timelines and requirements
Facilitate the refinement/enhancement of financial reports for the organization and its subsidiaries
Direct daily accounting and finance operations, ensure data integrity and accuracy, and maximize efficiency without compromising completeness and accuracy
Maintain the corporate general ledger, prepare, review, and approve GAAP compliant monthly and quarterly financial statements, and annual reports and audits
Provide technical expertise regarding GAAP reporting requirements, research accounting issues and prepare technical memorandum
Exercise sound judgment when reviewing assumptions used in financial projections, modeling scenarios, and computation of estimates and projections
Participate in the budget process, variance analysis, and financial, management and ad hoc reporting
Provide business units with guidance and support, including business unit specific reporting and analysis on a routine and / or ad hoc basis
Provide technical accounting and guidance for new ventures
Provide daily oversight for operational accounting functions and ensure completeness and accuracy of all customer account activity
Manage daily cash processing activity and authorize release of funds. Monitor cash flow projections and evaluate investment timing based on liquidity needs
Optimize use of the company’s ERP (Enterprise Resource Planning) software, ensuring efficiency, automation, and resource utilization
Serve as primary liaison for internal and external audits, prepare, guide, and coordinate audit work paper completion
Identify financial accounting risks and internal control weaknesses, develop/implement mitigation strategies, and monitor compliance
Evaluate and implement process improvements, including identifying business requirements for new automated solutions and opportunities for AI efficiencies
Provide excellent customer service to internal and external customers
Prepare and deliver financial presentations to management and Board members
Ensure compliance with state and federal regulatory requirements and professional standards
Guide reporting team in preparing GAAP consolidated financial statements, review statements and supporting documentation to verify completeness, accuracy, cutoff, valuation, rights & obligations, presentation & disclosure
Manage and coordinate a team of accounting professionals across various accounting functions and nurture strong internal relationships and seamless collaboration within the Financial Services team
Manage department personnel related issues including work schedule, performance evaluations, and position evaluations
Qualification
Required
Bachelor's degree in Finance, Accounting or related field
Seven (7) years' experience in financial analysis, reporting, accounting experience
Five (5) years' experience in supervisory experience
Certified Public Accountant (CPA)
Preferred
Master's Degree in Finance or Accounting
NetSuite Experience
Knowledge and application of artificial intelligence
Tableau
Benefits
Corporate Annual Incentive: This position is eligible for a corporate annual incentive, subject to the discretion and approval of the Board of Directors and not guaranteed.
Paid Holidays: 11 holidays + 1 floating holiday per year
Comprehensive benefits package including health, dental, vision, and retirement plans.
Company
Trellis
Trellis Company is a mission-driven, nonprofit 501(c)(3) corporation that connects people to education-to-employment pathways that transform their lives.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Debra Chromy
President and CEO
David Schwanke
Chief Financial Officer
Company data provided by crunchbase