The Controller assumes primary responsibility for managing general ledger activity, managing Finance processes and procedures and training thereon, managing the monthly closing and reconciliation process, preparation of monthly financial statements, and liaison between Finance and the other museum departments. The Controller will also provide support, guidance, and management of the Finance staff members. This position reports to the Chief Financial Officer (CFO) and works closely with the other finance and museum staff to ensure the accuracy and timeliness of financial information provided.
- Review and approve Finance department activities and related work products.
- Approve and enter wire payments, initiate transfers between bank and investment accounts, approve payments to be made via check.
- Review and post journal entries prepared by Finance staff and prepare required journal entries to be reviewed by CFO.
- Manage and review reconciliations prepared by Finance staff and prepare reconciliations of remaining balance sheet accounts on a monthly/quarterly basis.
- Coordinate with Finance staff to manage cash flow.
- Analyze financial activity and prepare appropriate reports for Senior Management.
- Assist staff in maintaining compliance with their annual operating budgets and other financial matters.
- Manage and review fixed asset and depreciation schedules.
- Manage and review month-end and year-end close process in an efficient and timely manner and the preparation of monthly and year-to-date financial statements.
- Prepare periodic financial statements for the Board of Trustees and committee meetings, plus capital campaign and revenue reports for development staff as needed.
- Manage and facilitate the annual audit, including preparation of various audit schedules and financial statement footnotes as needed. Interact with auditors to answer questions, provide supporting documentation as needed.
- Develop and update museum’s policies and procedures as needed to guide and facilitate financial processes.
- Interact with bank and investment account representatives on activity, questions, and problems involving accounts.
- Assist in the preparation of annual 403b audit and 990 return, and prepare other tax forms (1099, etc.) and reports as needed.
- Assist in completing various statistical surveys and grant reporting as needed.
- Assist in preparation of annual/other budgets as needed.
- Be capable of performing the tasks of the Finance staff, to fill in at positions when needed.
- Perform any other duties and responsibilities as required by the needs of the museum.
Position Qualifications and Requirements:
- Minimum of BA/BS in accounting or related degree with 8 plus years of relevant progressive experience.
- CPA and minimum of 3 years of substantial experience in non-profit accounting.
- Strong analytical skills and outstanding attention to detail.
- Proficiency in MS Office applications, especially Excel and Word.
- Demonstrated hands-on experience with month-end and year-end closing processes.
- Experience with grants management.
- Ability to work independently and diplomatically guide the work of others.
- Ability to collaborate and network for team building.
- Proven customer-service orientation.
- Outstanding verbal and written communication skills.
- Experience with Blackbaud Financial Edge and Altru preferred.
The Phillips Collection is an equal opportunity employer and administers all employment decisions and personnel actions without regard to race, color, religion, creed, sex, sexual orientation, pregnancy, childbirth or related medical conditions, national origin, age, physical or mental disability, genetic disposition or carrier status, marital status, veteran status, personal appearance, gender identity or expression, family responsibilities, matriculation, political affiliation, or any other category protected under applicable federal, state, or local law.