Controller

Position Summary

The Crisis Center of Tampa Bay brings help, hope and healing to people facing serious life challenges or trauma resulting from sexual assault or abuse, domestic violence, financial distress, substance abuse, medical emergency, suicidal thoughts, emotional or situational problems. The Controller’s primary responsibility is to direct the accounting and budgeting practices, the reporting requirements and internal control monitoring of the Agency and prepare monthly financial statements. This position reports to the Chief Financial Officer and in his or her absence the President/CEO.      

Strategic/Transformational Duties and Responsibilities

• Provides direction of the accounting and budgeting practices to ensure seamless operations of the agency.
• Involves staff and other stakeholders in the performance quality improvement (PQI) process and uses data to improve services and outcomes.

Transactional/Administrative Duties and Responsibilities

• Prepares and reviews all internal financial statements and assists in the preparation of external financial statements of the Agency.
• Prepares the annual budget with service areas and roll up of agency budget.
• Prepares explanations and financial results compared to budget, develops variance explanations, and identifies variances that require corrective action.
• Coordinates review of monthly financial results and forecast with service area Directors.
• Reviews agency contracts, reports, and budgets.
• Coordinates the provision of information to external auditors for the annual audit and the preparation and review of annual report and Form 990.
• Identifies and researches accounting issues and prepares summary of findings, conclusions, and recommendations.
• Reviews and updates the Fiscal Policies and Procedures for the Agency in line with best practice and GAAP and provides recommendations to the Chief Financial Officer.
• Monitors debt levels and compliance with debt covenants.
• Works with the CFO to ensure cash flow is sufficient to meet obligations. Completes and maintains rolling 13-week cash flow forecast.
• Ensures the Agency has adequate cash to support its Annual Operation Plan and Strategic Plan.
• Provides assessments and recommendations for improvements in operations.
• Assists in all funder monitoring.
• Reviews monthly reconciliations completed by staff.
• Maintains the chart of accounts.
• Reviews and makes recommendations for improvements to internal controls to ensure adequate protection of agency assets and provides reliable and timely financial statements.
• Identifies and implements process improvements to the financial reporting and budgeting process.
• Assures understanding and compliance with the policies and procedures of the Agency.
• Assumes the responsibilities of the Chief Financial Officer in his or her absence.
• Performs and assists with such other duties as may be assigned by the Chief Financial Officer.

Supervisor Responsibilities

• Performs supervisory responsibilities by managing and allocating employee resources in accordance with company policies, applicable laws and company initiatives/goals. Responsibilities include interviewing, hiring, training and developing employees; planning, assigning, and directing work (including scheduling); appraising performance; rewarding, coaching and disciplining employees; addressing complaints and resolving problems.  Acts as a change agent and develops a high-performing team in the spirit of exceptional service to all internal and external partners.  This position has signing authority and manages a departmental budget.

Required Competencies

• Cooperation/Teamwork - Works toward win/win solutions. Deals with conflict collaboratively. Discusses root causes underlying the problem. Develops effective working relationships.
• Engaging Communication - Relates to people in an open, honest, sincere manner. Treats people with respect. Is friendly and approachable. Listens attentively to others. Communicates ideas clearly. Communicates appropriately with leadership and coworkers.
• Customer Service (Internal & External) - Recognizes and attends to important details with accuracy and efficiency. Treats customers courteously. Responds to customer requests in a timely manner. Elicits feedback from customers to monitor their satisfaction. Considers both short and long-term interests of the customer in making service decisions. Proactively identifies customer needs. Takes responsibility to resolve customer complaints. Takes business or personal risks to serve customers’ long-term interests. Creates strategies to help the organization serve customers more effectively.
• Adaptability - Adapts readily to changes. Works effectively under stress. Needs minimal supervision. Comfortable working in a fast-paced environment. Is reliable, dependable and results oriented. Maintains productivity and composure under pressure. Effectively prioritizes work and establishes clear goals and plans.
• Problem Solving - Views problems as opportunities to create new solutions.  Anticipates potential problems and analyzes alternative solutions. 
• Judgment - Gathers sufficient input before making decisions. Sees interrelatedness between issues. Considers alternative solutions. Makes appropriate and timely decisions.
• Valuing & Fostering Diversity - Demonstrates respect for individual differences and establishing a climate where all people can be comfortable and productive through sensitivity, empathy, and acceptance of cultural, racial, mental health, and socio-economic diversity.
• Self-Management – Takes responsibility for one’s behavior and well-being; Works effectively under stress and adapting one’s style to changing situations; Comfortable working in a fast-paced environment and needs minimal supervision; Exhibits a professional demeanor.

Education and Experience

• Bachelor’s Degree in Accounting
• Master’s Degree in Accounting and/or CPA preferred.
• Seven (7) – ten (10) years of progressive accounting experience.
• Four (4) years in a supervisory capacity.
• Demonstrated ability to prepare monthly and year-end financial statements including all necessary accruals. 
• Familiarity with state and federal tax regulations required. 
• Demonstrated ability and experience in reviewing and improving internal controls.
• Ability to coordinate preparation of annual budgets and monitor monthly results against budget.  
• Advanced skill level utilizing Microsoft Office (Excel, Word) software programs required.
• Non-profit accounting and/or Sage Intacct experience preferred.

Knowledge, Skills, and Abilities

·    Knowledge of accounting reports preparation procedures and requirements.

·    Knowledge of generally accepted accounting principles and procedures.

·    Ability to work effectively with others in the organization.

·    Ability to plan and organize work for self and others.

·    Ability to analyze data, identify key issues and cause and effect relationships.

·    Ability to collect and review financial information necessary for management of the organization.

·    Ability to supervise staff.

·    Ability to generate creative solutions to work situations.

·    Ability to work independently.

·    Skill in the operation of a variety of software programs on a personal computer.

Physical Demands/Working Conditions

Physical Requirement: While performing the duties of this job, the employee is regularly required to use hands to finger, handle controls and talk or hear. The employee frequently is required to sit and reach with hands and arms. The employee is occasionally required to stand and walk.  Specific vision abilities required by the job include close vision, color vision, and the ability to adjust focus. This position performs accounting work of considerable difficulty requiring extensive initiative and independent judgment under administrative direction.

Working Conditions: Duties are performed primarily in an office setting. On occasion will require the use of a personal automobile to travel to meetings and could be exposed to changing weather.  The noise level is moderate.

Travel: Minimal.

Hours: Monday-Friday, 40 hours per week, typically 8:00 am – 5:00 pm.

This job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of this position.

CCTB is committed to a policy of equal employment opportunity and affirmative action for our applicants and employees. It is our policy to apply recruiting, hiring, training, promotion, compensation, and professional development practices without regard to actual or perceived race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability or certain classifications based on genetic information, marital status, or any other characteristic protected by federal, state, or local laws, regulations or ordinances.