Controller

Background

The Evelyn and Walter Haas, Jr. Fund is a private family foundation located in San Francisco that was established in 1953. Its mission is to fulfill the founders’ vision of a just and caring society where all people are able to live, work and raise their families with dignity. The Haas, Jr. family’s love and deep appreciation for the vitality and beauty of the Bay Area and its diverse people and cultures inspire our work.

Guided by our values of fairness, equality and opportunity, the Fund is compelled to confront injustice and some of society’s most difficult issues. In all its work, the Fund strives to be a voice of hope and a force for positive change. The Haas, Jr Fund’s focus on Rights and Opportunities leads us to team up with those who share our commitment. The Fund seeks to level the playing field by: 1) promoting education equity and opportunity for low income young people and adults, and those of color; (2) promoting equal rights and dignity for gays, lesbians, and immigrants; (3) building the skills and abilities of nonprofit leaders so they can create strong organizations and movements for social change; and (4) strengthening the Bay Area as a community where neighbors help neighbors and where all people can find opportunities to learn and grow from the Bay Area’s extraordinary cultural and civic assets.

With assets of approximately $450 Million and a staff of 25 dedicated professionals, the Fund paid over $23 Million in grants last year, and has awarded over $550 Million in grants since its founding. For more information on our work please visit www.haasjr.org.

Position Summary

Reporting to and partnering with the Chief Financial Officer, the Controller is responsible for maintaining the integrity of the Fund’s accounting processes and compliance with regulatory bodies. The Controller is a key member of the Fund’s finance team and is responsible for developing sound practices for managing the Fund’s financial systems, including but not limited to accounting and grants payables, financial and budget reporting, safeguarding assets, and compliance with regulatory requirements and filings. The Controller supervises the Staff Accountant and Grantmaking/Accounting Associate, assigning and reviewing their efforts, and providing technical assistance as needed.


Essential Functions, Duties & Responsibilities
 

Control

  • Ensure that financial transactions, policies and procedures meet organization objectives, needs and regulatory requirements
  • Assess property and risk insurance, and manage broker and vendor relationships.
  • Work with the CFO on developing robust operating, capital budgeting and forecasting.
  • Manage cash forecasting, and credit and liquidity functions with tight management of cash balances.
  • Develop, maintain, and update necessary accounting policies and procedures and proper internal accounting controls.
  • Oversee and ensure ongoing maintenance and upgrades of the accounting software system and related financial programs.

Accounting

  • Manage the accurate and timely preparation and dissemination of financial management reports including, but not limited to, quarterly reports on the annual budget and interim financial statements.
  • Provide thorough, graphical, reader-friendly reporting of portfolio returns.
  • Supervise the Staff Accountant and oversee bank reconciliations, accounts payable function, and the maintenance of fixed asset and depreciation schedules.
  • Supervise the Grantmaking & Accounting Associate and oversee the accounts and grants payable functions, and the grantmaking budget and payout.
  • Oversee payroll processing and pension contributions; work closely with the Director of Human Resources on employee benefits and pension plan administration and compliance.
  • Oversee system for tracking contractors and independent consultants.
  • Participate in a wide variety of special projects and compile a variety of special reports.

Compliance

  • Manage the annual audit process and work closely with designated external accounting firm.
  • Manage all federal, state and local tax and regulatory reporting requirements, including preparation of the periodic federal and state tax filings.
  • Resolve all issue-related correspondence from government agencies including IRS, DOL, EDD and local agencies.
  • Responsible for grantmaking compliance with IRS regulations of exempt organizations.


Skills & Qualifications
 

Required

  • Five+ years of experience in a senior accounting position
  • CPA certification with prior audit experience
  • Degree in accounting or financial management
  • Desire to work as a hands-on manager in a dynamic, mission-driven environment
  • Demonstrated commitment to positive social change and a passion for the Fund’s mission
  • Excellent systems and data skills including advanced knowledge of accounting and reporting software/applications
  • Able to promote a positive and supportive work environment with solid supervisory and professional development skills
  • Strong analytical skills, plus accuracy and attention to detail
  • Absolute integrity and credibility
  • Self-directed problem solving ability
  • Deep commitment to continuous education

Highly Desirable

  • Foundation or non-profit experience
  • Prior Controller or Assistance Controller experience
  • Experience managing a multimillion-dollar budget
     

To Apply:

Application deadline is June 30 with initial interviews anticipated by July 1. The projected start date is September 1, 2017.

Interested parties, please submit a thoughtful cover letter explaining how your experience and qualifications match the needs of this position, and send it along with your resume as a Word attachment or pdf to controller@haasjr.org. Please do not contact the Haas, Jr. Fund directly. For more information about the Fund, please visit our website at www.haasjr.org.

The Fund is an Equal Opportunity Employer. We seek broad diversity in the makeup of our staff.