Position Title: Controller

Reports To: Director of Finance

Role and Purpose: The Controller is a key member of the finance team, responsible for managing the financial operations of the school. This position works closely with the Director of Finance to ensure the accuracy and integrity of financial records, compliance with regulations, and efficient financial processes. The Controller will supervise the HR Manager, Accounts Payable, and Accounts Receivable staff and play a key role in overseeing payroll, benefits administration, and the annual audit process.

Responsibilities:

Accounting Operations:

• Oversee the Accounts Payable function, ensuring timely and accurate processing of invoices and payments and transmission of year-end 1099s
• Oversee the Accounts Receivable function, mainly the reconciliation of AR to student billing accounts
• Review and reconcile bank statements, ensuring all transactions are properly recorded
• Maintain the general ledger and prepare journal entries, including account reconciliations and monthly closings
• Supervise the HR Manager, including overseeing payroll processing, benefits administration, and compliance with employment regulations

Financial Reporting & Analysis:

• Assist the Director of Finance in preparing and analyzing monthly, quarterly, and annual financial statements
• Help prepare and update monthly cash flow projections
• Develop and maintain financial reports to track key performance indicators
• Analyze financial data and provide insights to support decision-making

Audit & Compliance:

• Assist the Director of Finance with the annual independent audit, preparing necessary documentation and working with the audit firm
• Ensure compliance with all relevant accounting standards, regulations, and tax laws. Including the review and tie-out of the annual Form 990 filing, ensuring data integrity and regulatory compliance.

Other Responsibilities:

• Oversee the annual 403(b) audit and ensure compliance with plan requirements Including the review and tie-out of the annual Form 5500 and Form 5500 Other Benefits filing, ensuring data integrity and regulatory compliance
• Reconcile donations with Advancement Team records
• Perform other duties as assigned by the Director of Finance

Minimum Qualifications:

• Bachelor's in Business Administration with an emphasis in accounting
• Five years of financial accounting experience
• Excellent communication, interpersonal, and leadership skills
• Strong understanding of GAAP with non-profit accounting principles
• Proficiency in accounting software, Microsoft Office Suite (especially Excel), and Google Workspace applications

Preferred Qualifications:

• Master's Degree in Business Administration with an emphasis in accounting
• Prior experience with Veracross or other Independent School accounting software
• Previous experience with ADP or other payroll processing software
• Prior supervisory experience
• Experience in a non-profit or educational setting is preferred, particularly at an independent school
• Ability to work independently and as part of a team
• Strong attention to detail and organizational skills

About The Oakridge School

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