CONTROLLER

Reports To: CFOO

Full Time

Position Overview

The Controller will be responsible for supervising the day-to-day Business Office activities, overseeing financial accounting, accounts payable, and accounts receivable, and assisting as needed with payroll and employee benefits administration. Planning, directing, and coordinating all accounting operational functions. Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results, and coordinating and preparing internal and external financial reports incorporating Forman School financial statements. 

The ideal candidate must have a CPA and prior experience as a controller or assistant controller at a school or nonprofit organization, and be highly organized, proactive, and diplomatic. They should be able to manage multiple priorities with discretion and professionalism, and have the ability and commitment to contribute to the mission of Forman School.

Forman’s Mission, Promise, and Core Values

Forman School is an independent, coeducational, college preparatory school for boarding and day students with identified learning differences.  Forman develops the whole student, based on each individual’s learning profile, so that all graduates become educated, confident self-advocates throughout life.

Forman is committed to sustaining an inclusive environment that fosters a deeper understanding of differences in race, gender, sexual orientation, age, ethnicity, religion, socioeconomic status, geographical origin, physical ability, and family structure.

We believe society is bettered when we learn from and embrace those with different experiences and perspectives from our own.  Our community values truth, respect, and kindness.

Key Responsibilities

• Managing/overseeing the day-to-day activities of the Business Office, including all financial accounting, accounts payable, accounts receivable, and payroll activities.
• Maintaining current working knowledge of accounting principles (GAAP); ensuring appropriate financial policies and internal controls are implemented and followed.
• Monthly, reconciling all cash, checking, and investment accounts; reviewing and reconciling general ledger accounts; and preparing appropriate journal entries as necessary.
• Leading and coordinating the annual financial statement audit and 403(b) plan audit process with Forman School’s outside auditors.
• Preparing/submitting documents for completion of IRS Form 990, Forms 5500, 1094-C, and 1095-C Forms to Forman School’s outside auditors.
• Preparing financial statements and analyses, and preparing and distributing monthly departmental budget reports.
• Collaborating with the Development Office staff to follow policies and procedures regarding reconciling fund designation for cash receipts and pledges; managing endowed funds accounting, and providing stewardship reports upon request.
• Preparing the monthly financial and accounting reporting package and presenting the information to the Forman Board of Trustees Finance and Investment Committee at its monthly meetings.

Educational and Experiential Background and Credentials 

• A bachelor’s degree in accounting or finance is required, and a current CPA license. 
• Five or more years of experience in accounting and financial management, preferably in an educational institution or other non-profit organization, and preferably at least three years’ experience as a controller or assistant controller.
• Strong knowledge and experience working with Generally Accepted Accounting Principles (GAAP) as applied to nonprofit organizations.
• Hands-on experience with IRS Form 990, Forms 5500, 1094-C, and 1095-C.
• Exceptional problem-solving skills.
• Advanced proficiency with Excel is required.
• Experience with accounting software, Blackbaud Financial Edge preferred.
• Excellent interpersonal skills with strong written and verbal communication skills.
• Distinct organizational and management skills with the ability to prioritize tasks and delegate when appropriate.
• High attention to detail and accuracy in record keeping.
• Self-starter attitude; originates and develops constructive, creative ideas.
• Ability to work effectively in a fast-paced environment with changing priorities.
• Demonstrate the highest level of integrity and business ethics with a strong sense of confidentiality.
• Must have experience with Google Suite and Microsoft Office.

About Forman School

Forman School is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other federally protected class.

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