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DC 37 Health & Security Plan and Benefits Fund Trust
New York City, New York (US)
$175,000 - $200,000 (dependent upon experience)
Closing date
Oct 22, 2023

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Job Role
Education & Training, Healthcare, Transport & Rail
Contract Type
Full Time
Level of qualification
CPA, CPA: Manager

The DC 37 Health & Security Plan and Benefits Fund Trust (“Plan”), located in New York, NY (downtown Manhattan), is currently seeking a Controller to oversee and lead all aspects of the Plan’s accounting needs. The Controller position reports directly to the Administrator.

The ideal candidate will be an experienced professional who excels at supporting, mentoring, and motivating staff; a forward-thinking innovator comfortable with leading modernization efforts for the Plan; and someone that is able to efficiently and effectively communicate across leadership and teams within the organization. Thought leadership and an interest to implement a staff development program is also a critical skill for this role. The Controller position is a remote/hybrid opportunity that offers some flexibility with regard to telecommuting. Initially, the Controller will be expected to report to the office on a daily basis. The Plan offers an annual salary of $175,000 - $200,000 (dependent upon experience) plus significant employee benefits including pension, premium free health and dental insurance, as well as a 401(k) plan.

The Plan provides supplemental health, welfare and security benefits (prescription drug, dental, vision, legal services, audiology, disability, as well as retirement and personal counselling services) to over 300,000 participants who are covered for these benefits through various trust plans. To learn more, please visit the Plan's website.

The Controller will lead, direct, and oversee all aspects of the Plan’s daily accounting functions including accounts payable and receivable, payroll, expense reporting, benefit payments, budgeting and general ledger. The successful candidate will establish and maintain the Plan’s overall accounting systems, procedures, and policies and will direct all analysis and reporting of accounting/financial information including budgets, planning, and required filings and reports (such as accounting financial reports, income statements, balance sheets, and forecasts). The Controller will work closely with outside auditors as well as inside and outside professionals in the operation of five (5) associated benefit plans and will present findings and recommendations to the Administrator as well as Boards of Trustees, as needed.


Responsibilities include but may not be limited to: 

  • Operations: Oversee and monitor the Plan’s daily accounting functions; Ensure all aspects of financial accuracy and compliance; Provide leadership, motivation, direction and support to four (4) direct reporting managers, with a full team of 26 staff; In collaboration with other key Plan management, monitor and manage the annual operating budget for the administration of the Plan; Establish and maintain effective accounting strategies, policies, procedures, and financial controls; Maintain all financial records; Manage and coordinate the Plan’s insurance policies.
  • Financial: Oversee maintenance of general ledger and other financial records, including preparation of cash flow reports and monthly financial statements; Oversee payroll and expense allocations; Review and approve all day-to-day, routine expenses, and process non-routine expenses; Ensure completion of all transfers and other cash management duties; Coordinate annual audits and work closely with the auditors in the preparation of year-end schedules, financial statements, and annual compliance reporting and client work papers; Attend Board of Trustee meetings to present financial reports and updates.
  • Compliance: Ensure that standard accounting principles are followed in keeping the Plan’s financial records; Coordinate, review and/or prepare all tax reporting requirements and submission of all tax and government filings and participant/employer notices; Coordinate information required by/from outside professional advisors or governmental agencies; Maintain understanding of GAAP, GASB, IRC, ERISA, HIPAA and other requirements, and other areas of fiduciary responsibility. As needed, perform risk management activities and develop plans to minimize risk.
  • Strategic Planning: Participate in strategic business planning process with the Administration team; Oversee and supervise the annual budgeting process for the Plan; Work collaboratively with the Administrator and other key Plan management to implement short- and long-term goals and objectives of the Plan; Help to reduces costs and improve efficiencies.
  • Ensure adequate systems and technology: Ensure accounting systems are maintained and updated to support the Plan’s accounting needs; Assist in the evaluation, acquisition and implementation of accounting technologies/tools, as needed.


The ideal candidate will meet the following requirements:

  • Work Experience: Minimum of ten (10) years of related progressive financial/accounting experience is required, preferably within health and welfare benefit plans. Minimum of seven (7) years of senior-level management experience is required, including direct experience with executive-level decision making and interaction with executive management. Experience in Public Sector, employee benefits, union, and/or other non-profit environment is strongly preferred.
  • Educational Background: Bachelor’s degree in accounting, finance, business, or associated field is required; advanced degree or active CPA certification/license is also required.  

Special Skills or Credentials:  

  • Thorough knowledge of financial and accounting practices and procedures as well as statements, including governmental regulations and reporting requirements with an ability to analyze and organize complex data accurately and efficiently is required.
  • Demonstrated strong leadership, supervisory, and judgment skills. High level of integrity and dependability with a strong sense of urgency and results-orientation.
  • Solid knowledge and familiarity with general ledgers and related reconciliations is required.
  • Experience in costing salary and benefits for collective bargaining agreements with in-house unions is desirable.
  • Experience in allocating expenses between the union and the Plans, which share space in the same building and other services, a plus.
  • Knowledge of NYC Comptroller Directive 12 filings, and other related filings concerning ownership of real property and City taxable benefits, also a plus.
  • Working knowledge of generally accepted accounting principles (GAAP) and internal controls and proficiency with Microsoft Office (Outlook, Word, Excel) is required. Experience working with Great Plains is a plus.
  • Exceptional interpersonal and communication (written and verbal) skills, including the ability to interact with Trustees, union, employers, outside professionals as well as service providers.
  • Detail oriented and highly organized with a business acumen and strong analytical skills, including the ability to interpret operational, auditing, and financial information and legislative regulations as well as the ability to work collaboratively and act with a high degree of autonomy.

To Apply

As noted above, the Plan offers a competitive salary and a comprehensive benefits package. The Plan encourages applications from all qualified candidates regardless of gender, race, ethnicity, age, sexual orientation, marital status, religion, or disability.

To apply, please send your resume and salary requirements to Please include job reference code 0923DC37CONCPA in the subject line or with your application.

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