Controller, Finance & Banking, Accounting & Finance

School Description

Santa Catalina School is a vibrant, independent, Catholic school offering student-centered co-education to PreK through grade 8 and an all-girls’ boarding and day college preparatory upper school serving grades 9 through 12. Santa Catalina exists to develop in each student a striving for excellence, a maturing awareness of moral and spiritual values, a sense of responsible purpose, and a determination to serve the world with courage, grace, and compassion.

With the cornerstones of excellence, spirituality, service, and responsibility, the school is committed to providing a supportive learning community for each student to grow in their intellectual, personal, and spiritual life, making Santa Catalina a transformational educational experience for its students.

Santa Catalina School, a nationally recognized PreK-12 independent Catholic school in Monterey, California, is currently seeking a full-time Controller who is responsible for all aspects of the school’s financial and accounting systems. The Controller is responsible for promoting clear communication and decision-making through accurate and timely financial reporting to a variety of stakeholders including the Head of School, Chief Finance and Operations Officer, members of the Board of Trustees, and senior school administrators.

The Controller reports to the Chief Finance and Operations Officer and works with the Head of School, designated trustees, administrators, faculty, staff, families, students, and vendors.

The Controller is responsible for coordinating and preparing monthly financial reports such as statements of activities, statements of financial position, statements of cash flows, and analyses of historical and projected income and expenses, in addition to other special reports that may be needed.

This position supervises the accounting, purchasing, accounts payable, accounts receivable, endowment management, and billing operations, and oversees audits.

The Controller will think critically, is detail oriented, and will strategically focus on the utilization of the school’s financial resources. The position communicates relevant financial information to stakeholders clearly, accurately, and enthusiastically.

The Controller is also responsible for recommending and administering all accounting policies and procedures, ensuring that strong internal controls and effective transaction processing routines protect the assets of the school and result in meaningful, timely and accurate financial reporting.

Santa Catalina School believes that each employee makes a significant contribution to its success. That contribution should not be limited by the assigned responsibilities. Therefore, this position description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

• Recommend, oversee, and implement financial policies, procedures, and internal controls to safeguard assets, protect confidential information, and ensure accurate and timely financial reporting in partnership with the CFOO.
• Work with the Director of Development and their staff to ensure accurate and timely recording of gifts and reconciliation of detailed reports to the general ledger. Monitor and track use of funds assuring donor compliance.
• Proactively make recommendations to update the school’s accounting, financial reporting, and internal controls policies and procedures to reflect current FASB and GAAP guidelines, to see continuous improvement, and to achieve government and regulatory compliance.
• Oversee business functions, including: tuition billing and collection, accounts payable, payroll, accounting and reporting, regulatory reporting and compliance, and other business administration activities and duties consistent with the role of Controller.
• Provide timely financial reports to the Leadership Team and the Board, including monthly financial reports by the 15th of…