Role: Controller

About the United Way of the Greater Triangle:

With a bold mission to eradicate poverty and increase social mobility for everyone in the Triangle through the power of partnerships, United Way of the Greater Triangle (UWGT) is building the team to work together to make that mission a reality. We fund nonprofits through our three pillars: Cradle to Career, Equity in Leadership, and Healthy Families. If you are justice-oriented, excellent at nonprofit financial accounting, passionate about our mission, optimistic about the future, and ready to roll up your sleeves, please read on and apply to be our next Controller. 

Position Overview: 

Reporting to the President & CEO, the Controller is responsible for the direction and execution of United Way’s finances including: financial planning, budgeting, cash flow, analysis, forecasting, and policy. The Controller is responsible for ensuring adherence to United Way Worldwide standards in finance and reporting and ensuring the financial practices reflect UWGT’s values. This position is the liaison to the Finance & Audit Committee of the Board and serves as the spokesperson for Finance. 

This is a hands-on, sleeves-rolled-up position requiring a strong understanding of nonprofit accounting. Primary day-to-day responsibilities include general ledger entries, statement preparation, reconciling payroll and benefits, treasury management, planning, implementing, managing, and controlling all financial-related activities of the organization. The Controller works closely with the CEO and senior staff to develop, implement and assess the effectiveness of the annual operating budget, policies, internal controls, and procedures. This position directly manages a two-member finance team. 

Major Responsibilities:

  • Direct all organizational financial activities, including revenue/receivable, accounting and control, financial reporting and analysis, tax compliance, risk management, and insurance, investment analysis, and audits
  • Prepare, analyze, and present Monthly Financial Reports. Prepare organization-wide financial analysis, historical trends, forecasting and other analysis
  • Prepare journal entries for month-end/year-end close process culminating in monthly financial reports including Statement of Financial Position, Statement of Activities, and Changes in Net Assets, Cash Position, Budget Variance Analysis, Grant/Fund balance, and other internal reports
  • Prepare organization-wide financial analysis, historical trends, forecasting, and other analyses
  • Account for all grant contracts including disbursements, reimbursements, compliance, and administrative functions
  • Prepare, in coordination with external auditors, IRS 990, 5500 tax returns and year-end financial statements and fulfill requests arising during all audits. Serve as primary contact and relationship holder for all external auditors
  • Monitor, analyze, and optimize, cash flow via treasury management and manage investable funds to improve investment income through numerous banking partners
  • Mitigate IT risk by serving as system administrator for all banking and accounting software.
  • Ensure the efficiency and effectiveness of the business operations, including, but not limited to purchases, benefits plans, contract management, fixed assets, accountants and auditors, and outside vendor relationships
  • Serve as liaison to the Finance & Audit Committee and Board, preparing and presenting documents that illustrate our financial position, assets, and risks
  • Contribute to a vibrant, growth-focused, values-aligned work culture
  • Coach and develop staff with skills and knowledge necessary to reach their goals and positively impact financial operations
  • Serve as primary contact and relationship holder for external auditors
  • Critical contributor to UWGT’s strategic goals and objectives
  • Other duties as assigned by the CEO

Leadership and Team Development:

  • Coach, develop, and mentor your team
  • Ensure team members receive timely onboarding and training
  • Establish and monitor team performance and progress towards development goals

Required competencies:

  • You’re passionate about the mission, vision, and values of United Way of the Greater Triangle. You understand what we’re up to and are an effective and passionate brand steward. You see our budget as an extension and expression of our values. 
  • You have outstanding financial acumen. You stay current on best practices in financial and team management, know nonprofit accounting in and out, and are thrilled to talk numbers. You have a firm grasp of the fundamentals of budgeting, analysis, compliance, risk management, and other accounting principles.
  • You’re an effective communicator. You share your point of view in writing and orally in the best medium for the audience and listen to others. 
  • Your attention to detail is outstanding. You look closely and with intentionality at all of your work. You find purpose in the small yet important tasks in your charge. You double and triple-check routinely. 
  • You’re committed to diversity, equity, and inclusivity. You examine and work to mitigate your own biases and support the growth and maintenance of an inclusive, anti-racist culture.

Other Requirements:

  • Bachelor’s Degree in Accounting or Business with CPA required
  • Demonstrated ability in nonprofit accounting and financial analysis
  • Demonstrated ability in people management or a strong desire to learn 
  • Advanced skills in Microsoft Office products
  • Eight years of progressive financial operations experience, and experience in a managerial position with supervisory responsibilities
  • Must have a strong working knowledge of cash management, internal controls, systems and procedures, budgets and planning, receivables management, and statement preparation

Salary range for this role: $75 – 95K with a competitive benefits package as well as the ability to work remotely through COVID-19.

Diversity, Equity and Inclusivity (DEI) Vision Statement:  We are committed to becoming a collaborative and inclusive organization that strives for equity and equal opportunity in all we do in order to be a catalyst for change in our community. We will work to create a welcoming environment for all; enable success for all; work constantly toward fairness, civility, and respect for all; and honor the rich mosaic of voices both within our United Way and in the Greater Triangle.

If this sounds like you, please submit your resume and cover letter to jobs@unitedwaytriangle.org.