Comptroller

About the Opportunity

We are seeking a detail-oriented and mission-minded Comptroller for one of our clients. This role is well-suited for an experienced accounting professional who brings strong technical accounting skills, enjoys managing full-cycle financial operations, and thrives in a collaborative, purpose-driven environment. The ideal candidate is highly organized, analytical, and comfortable supporting both day-to-day accounting functions and broader financial strategy, including reporting, budgeting, and compliance.

Responsibilities

• Oversee accounts payable and accounts receivable processes to ensure accuracy, timeliness, and effective internal controls.
  

• Review and manage journal entries to maintain accurate and complete general ledger records.
  

• Lead, mentor, and develop accounting staff to strengthen performance and support professional growth.
  

• Identify, recommend, and implement process improvements to enhance efficiency, accuracy, and internal controls.
  

• Support special projects and cross-departmental initiatives as assigned.
  

• Develop and maintain cash flow forecasts to support operational planning and strategic decision-making.
  

• Perform and review monthly reconciliations for credit cards, bank accounts, and Raiser's Edge/Financial Edge systems.
  

• Ensure the timely and accurate close of monthly and year-end financial periods
  

Financial Reporting

• Prepare weekly cash reports and manage deposits.
  

• Prepare monthly financial statements and related reports for directors and leadership.
  

• Generate quarterly trust reports for the Donor Relations team.
  

• Prepare semiannual reports for board meetings.
  

• Analyze budget-to-actual results and provide variance explanations for leadership review.
  

• Support the CFO in preparing executive presentations, financial dashboards, and leadership reporting materials.
  

Budgeting and Purchasing

• Lead the annual budget preparation process and oversee budget input in Financial Edge.
  

• Review and approve purchase requisitions to ensure alignment with approved budgets and organizational priorities.
  

• Monitor budget performance and prepare variance reports for leadership.
  

• Provide financial reports, schedules, and supporting documentation for annual audits.
  

• Deliver financial analysis and recommendations to support planning and decision-making.
  

• Partner with department leaders to align budgets with organizational goals and priorities.
  

Investment Management

• Serve on the Investment Committee and support oversight of the investment portfolio and charitable trusts.
  

• Monitor trust activity and ensure accurate and timely disbursements.
  

• Prepare and file K-1 and Form 5227 reporting requirements accurately and on time.
  

Tax, Audit and Compliance

• Ensure compliance with financial reporting deadlines and applicable regulatory requirements.
  

• Monitor changes in nonprofit accounting standards, tax guidance, and reporting requirements, and implement updates as needed.
  

• Coordinate with external auditors to support the timely completion of annual audit activities.
  

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Requirements

• Bachelor’s degree in Accounting, Finance, or Business Administration or equivalent experience with advanced accounting certification required.
  

• 7+ years of progressive accounting experience, including payroll and financial reporting.
  

• Investment knowledge and experience with trust reporting preferred.
  

• Demonstrated ability to prepare financial statements, manage audits, oversee reconciliations, budgeting, and compliance filings.
  

• Strong knowledge of GAAP, nonprofit accounting, audit compliance requirements.
  

• Proficiency in accounting software (Financial Edge) and advanced Excel skills.
  

• Experience leading financial processes and supporting executive decision making.