Primary function of the Controller is to lead and direct the School’s accounting functions. Establishes and maintains the accounting systems, procedures, and policies.
Essential Duties and Responsibilities
Manage the accuracy of day-to-day activities of accounts payable, cash disbursements, payroll, fixed asset records, and general accounting.
Safeguard assets and assure accurate and timely recording of all transactions.
Develop and issue timely monthly financial records for the Director of Finance. Responsible for the preparation of the financial statements in accordance with all Generally Accepted Accounting Principles as established by the FASB.
Serve as the primary liaison between the Business Office and the Development Office. Track contributed funds in accordance with FASB standards.
Handle accounting for endowment and booking funds to general ledger monthly.
Function as the school’s primary interface in the school’s banking relationships.
Attend meetings of the Finance/Investment Committee of the Board of Trustees.
Coordinate communications with Audit firm. Interface with outside audit firm and banks. Make sure the audit is accurate and in agreement with the School’s financial records. Develop and manage banking and investment relationships.
Works with Human Resources on payroll to accurately download monthly payroll into the general ledger.
Participate in developing department goals, objectives and systems.
Manage the credit cards for the school that includes supervision of the entry of transactions into the general ledger, answering questions, and making sure the program runs smoothly for over 60 cards in use for the school.
Review and sign all checks produced for payment.
Maintain and record capital expenditures and manage fixed assets for the school. Calculate annual depreciation.
Develop and create internal controls and accounting policies and procedures.
Complies with school policies and procedures. Must understand state & federal laws in the area of non-profits.
Performs other duties as needed.
Supervises Accounts Payable and Accounts Receivable personnel
Education and Experience
Degree in accounting. Active CPA license strongly preferred.
Must have firm understanding of non-profit accounting or prior experience with non-profits. Operational experience in a non-profit environment preferred.
Must understand functions of direct reports.
Performs work with a constant awareness of improving processes necessary for positive growth.
Has the ability to complete tasks ahead of schedule. Always willing to go the extra mile to complete projects on schedule. Does not give up on tasks until completed in a quality manner.
Strong communicator that communicates clearly and effectively to others the steps in a process and the importance of following that process. Clearly understands the rationale for why processes must follow certain steps.
Can identify multiple projects and prioritize them in order to meet required deadlines.
Adheres to the highest level of professionalism by demonstrating honesty, integrity, discretion and maturity.
Initiate proactive communication with school offices.
Consistently practices good customer service.
Understand and be comfortable working with information technology, accounting programs, and spreadsheet applications. Senior Systems experience a plus.
About Charlotte Latin School
Charlotte Latin School values diversity. Charlotte Latin School is an effective learning environment that accepts all people. As a community of learners, the School believes that a deep understanding of differences is necessary to its overall mission. Charlotte Latin School prohibits discrimination on the basis of sex, race, color, religion, sexual orientation, age, national origin, disability, veteran status, or marital status.
Founded in 1970, Charlotte Latin School is a fully accredited, college preparatory, coeducational, non-sectarian, independent day school, serving students in transitional kindergarten through twelfth grade.
Charlotte Latin School is an equal opportunity employer.