Assistant Controller

OUR COMMUNITY

Greater Twin Cities United Way unites community partners to meet urgent needs and make lasting change in the areas of housing, food, education and economic opportunity. Together, we mobilize communities to action so all can thrive. Your Role in

Participating:

Assistant Controller Your Department:

Finance Your Reporting Manager:

Controller

OUR MISSION AND VALUES

Mission:

We unite changemakers, advocate for social good and develop solutions to address the challenges no one can solve alone.

Values:

United as changemakers, we are a community of social innovators who are:

• Driven by equity
• Committed to building relationships rooted in trust
• Passionately providing a sense of belonging by leading inclusively
• Collaborating to achieve sustainable impact
• Listening, engaging and holding ourselves accountable

PRIMARY PURPOSE OF YOUR ROLE

The Assistant Controller provides direct support to the Controller related to the maintenance of a complete and accurate general ledger, month/year-end close, the generation of accurate and timely financial statements, analysis and various reports for management decision making. The position coordinates the administration of the day-to-day finance/accounting operations, ensuring deadlines are met, and maximizing the use of technology to ensure efficient processes while maintaining strong internal controls. This position ensures accurate and efficient processing of all expenditures and restricted initiative budgets along with continuous improvement of process.

ROLE ACCOUNTABILITIES

Finance (80%)

• Maintenance of a complete and accurate general ledger as related to all expenditures including accounts payable, credit cards and the Early Learning Scholarship program payouts.
• Coordinates the administration of day-to-day finance/accounting operations working collaboratively with organizational managers to ensure timely, accurate capture of financial data
• Ensures assigned balance sheet reconciliations are complete and accurate ensuring assets are safeguarded.
• Audits workflow to ensure that all accounting transactions are processed accurately and in compliance with United Way and general accounting principles.
• Works closely with Controller in developing key performance indicators, trend analyses, and analytical reporting summaries for management utilizing these tools to assist in preparation of the annual budget.
• Assists in preparation of annual audited financial statements, supporting footnotes, variance analysis,.
• Compiles information for foundation and grant reporting.
• Works in support of continuous improvement through recommendations to and updates of the Finance Department's policies and procedures, including documentation of job processes and internal control processes.
• Serves as a consultative finance resource to the organization demonstrating a strong service orientation.
• Oversees all aspects of accounts payable, credit card processing, grant distributions and vendor maintenance.
• Processes incoming miscellaneous payments for weekly posting to the general ledger.
• Compiles weekly specialized reports for various departments to maintain updated records to departments outside of accounting.
• Assist with tracking, monitoring, and reporting on government grants, including recording related journal entries and ensuring compliance with applicable requirements.
• Reviews and processes all Accounts Payable banking exceptions on a daily basis
• Manages non-annual pledges and payments, including reviewing for processing and maintaining related documentation for initiative funds.
• Leads financial reporting and budget development for fiscally sponsored programs and organizations, including preparation and issuance of invoices for related activities. Supervision (15%)
• Supervises assigned staff, provides orientation and training, assesses workload and delegates to appropriate degree and level.
• Meets regularly with assigned staff and provides coaching and mentoring to increase performance to optimal levels.
• For assigned staff, manages performance process, including the setting of goals and objectives and the preparation of performance appraisals. Other (5%)
• Attends GTCUW trainings and events
• Supports GTCUW's mission, vision and objectives
• Other duties as assigned

COMPETENCIES THAT SUPPORT YOUR WORK

Thought Business Insight:

Applying knowledge of business and the marketplace to advance the organization's goals.

Financial Acumen:

Interpreting and applying understanding of key financial indicators to make better business decisions.

Decision Quality:

Making good and timely decisions that keep the organization moving forward.

Global Perspective:

Taking a broad view when approaching issues, using a global lens.

Cultivates Innovation:

Creating new and better ways for the organization to be successful.

Results Resourcefulness:

Securing and deploying resources effectively and efficiently.

Directs Work:

Providing direction, delegating, and removing obstacles to get work done.

Plans and Aligns:

Planning and prioritizing work to meet commitments aligned with organizational goals.

Optimizes Work Processes:

Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.

Ensures Accountability:

Holding self and others accountable to meet commitments.

Drives Results:

Consistently achieving results, even under tough circumstances.

People Collaborates:

Building partnerships and working collaboratively with others to meet shared objectives.

Develops Talent:

Developing people to meet both their current goals and the organization's goals.

Values Differences:

Recognizing the value that different perspectives and cultures bring to the organization.

Communicates Effectively:

Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.

Organizational Savvy:

Maneuvering comfortably through complex policy, process, and people-related organizational dynamics.

Self Courage:

Stepping up to address difficult issues, saying what needs to be said.

Instills Trust:

Gaining the confidence and the trust of others through honesty, integrity, and authenticity.

Manages Ambiguity:

Operating effectively, even when things are not certain or the way forward is not clear.

Nimble Learning:

Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder.

Situational Adaptability:

Adapting approach and demeanor in real time to match the shifting demands of different situations.

POSITION REQUIREMENTS

• Bachelor's degree in accounting with five - seven year's accounting experience; public accounting experience preferred.
• Broad understanding of accounting principles including GAAP as it relates to financial administration, reporting and internal control; non-profit experience a plus.
• Experience with government grants preferred.
• Strong computer skills and experience with a variety of computerized accounting systems; Microsoft Dynamics Great Plains and related modules a plus.
• Excellent computer skills in Microsoft Office (Word, Excel, Outlook, etc.). Ability to work with extensive Excel spreadsheets and budget reporting tools to analyze variances and develop performance benchmarks.
• Knowledge of principles and techniques of financial analysis and ability to interpret data.
• Ability to pay close attention to detail with excellent critical thinking and analytical skills.
• Proven ability to meet deadlines, work well under pressure, and solve problems effectively and collaboratively.
• Self-starter who takes initiative and demonstrates excellent follow-through skills.
• Excellent organizational skills and ability to multi-task in a fast-paced, ever-changing environment.