Controller, Finance & Banking, Accounting Manager

Description Of Position

In support of Montana Community Foundation's (MCF) mission, the Controller is responsible for the oversight and accuracy of the financial accounting and reporting functions of MCF. The Controller works with the Executive Vice President of Finance and Administration (EVPFA) in developing, executing, and assessing the department's annual work plan, including supervising departmental staff members, to ensure the effectiveness and efficiency of accounting systems and internal controls.

MCF's mission is to Create a Culture of Giving so Montana Communities Can Flourish. This mission is accomplished through team effort that focuses on collaboration, empowerment, and professional excellence. MCF places equal emphasis on an employee's skills and an employee's attitude, recognizing the combination of exceptional skills and a positive respectful attitude make MCF a special environment for its employees and constituents.

To that end, our employees must have a positive attitude and engage in constructive and appropriate communication. Employees must treat their employer, its constituents and each other with respect at all times. Each employee is a vital part of MCF's team and plays an integral role in meeting our goals.

• Responsible for ensuring the accuracy of all financial records including, but not limited to the general ledger, grants, gifts, fund accounting, investments, and payroll analysis.
• Maintain compliance of financial system and records to federal and state regulations, generally accepted accounting principles, Board policies, industry standards and other required standards.
• Maintain a system of internal controls to facilitate the safeguarding of the Foundation's assets. Implement and assess the annual department operating plan to include maintaining accounting calendar to ensure all internal and external deadlines are met. Responsible for timely and accurate filing of all federal and state financial and regulatory reports.
• Assist in the preparation of the annual operating budget and supporting materials, and the regular quarterly reviews of the operating budget for review by the EVPFA.
• Oversee certain functions of the annual endowment payout process.
• Serve as a secondary liaison for all financial advisors and service providers. Monitor balances in financial and investment accounts, periodically rebalancing assets according to Foundation's established guidelines and requirements, including the new Impact Investing Process.
• Manage preparation of materials for the annual audit and 990 filings.
• Conduct investment analysis for review by EVPFA.
• Assist EVPFA with new Impact Investing policies, procedures and relevant analysis.

This position supervises the Senior Accountant;
Senior Accountant – Level 2;
Finance Associate.

• This position requires a bachelor's degree in accounting or equivalent combination of education and experience; minimum of seven years experience managing financial reporting, financial statement analysis, accounts payable and accounts receivable, payroll and general ledger; minimum of five years of supervisory experience.
• This position requires advanced knowledge of the principles and practices of business administration including accounting, budgeting, and nonprofit management. The position requires knowledge of GAAP; UPMIFA; payroll and benefits principles; information systems including automated accounting applications; non‑profit fund accounting and budgeting; presentation methods and techniques; office management.

• This position requires skill in analyzing problems and developing creative solutions; excellent attention to detail with the ability to see the big picture; conducting research; and operating a personal computer with typical business applications such as word processing, spreadsheets, databases, accounting applications, and presentations.
• The position requires the ability to plan, organize, and direct work; evaluate results and alternative strategies; set priorities and meet deadlines; implement sound management practices; supervise others;…