Controller

Job Title: Controller

Department: Finance

Reports to: Chief Financial Officer

Classification: Exempt

Location: San Francisco (Hybrid)

Closing Date: Open until filled

Overview:

United Way Bay Area (UWBA) mobilizes the Bay Area to dismantle the root causes of poverty and build equitable pathways to prosperity. UWBA brings together partners from the nonprofit, business, and government sectors to address Bay Area poverty. We partner across sectors, develop solutions, capture the data we need, and use those insights to support public policy and create research-backed community initiatives. These initiatives include:

1. Housing Justice: Improve access to stable, affordable housing and homelessness prevention.
2. Employment & Career Opportunities: Build systems and pathways to career and employment opportunities.
3. Financial Stability: Help families increase income and savings on their way to financial stability.
4. Basic Needs: Ensure access to basic needs like food, housing, and legal services.

UWBA is committed to building and maintaining a diverse staff and an inclusive workplace that values equity. We particularly welcome applications from immigrants, BIPOC, LGBTQ+ applicants, and people with lived experience in poverty. To foster an open and impartial application review process that minimizes the potential for bias, please remove any reference to academic institutions from which you obtained a degree, if applicable, for example, simply list "Bachelor of Arts in Sociology." Not having a degree will not preclude you from being considered; applicable work experience is equally considered.

For more information about UWBA, please visit

The Opportunity:

Reporting to the Chief Financial Officer (CFO), the Controller will be responsible for oversight of all accounting activities and management of the accounting team. The Controller will be involved in supporting presentations to the Board, Finance, and Audit committees, and will work closely with the senior leadership team.

The Controller will lead all day-to-day accounting operations and supervise a team of 5 staff members including functional responsibility over accounting, accounts payable, accounts receivable, payroll, revenue processing, and grants administration. The Controller will ensure that UWBA has the systems and procedures in place to support effective program implementation and lead audit and tax return preparation efforts. The Controller will work closely with program leaders and their staff, not only to educate them regarding finance and accounting procedures but also to explore how the accounting function can support program operations.

In addition, they will partner with the CFO, senior leadership, People & Culture, and Information Technology (IT) staff to enhance and better integrate the accounting, HR, and IT functions.

What you will do:

Finance and Accounting Leadership

• Financial Oversight: Manage all aspects of accounting, including accounts payable, accounts receivable, grants, payroll, and general ledger functions.
• Budget Management: Working alongside the CFO and Senior Director of Finance, develop, monitor, and maintain the organization's annual budget and long-term financial plans.
• Financial Reporting: Assist in the preparation and presentation of monthly, quarterly, and annual financial statements and reports to senior leadership, Finance Committee and Board of Directors.
• Compliance: Ensure compliance with GAAP, IRS regulations, government and institutional grant requirements, and other applicable laws and best practices for non-profit organizations.
• Audit Preparation: Lead the annual audit processes (financial and retirement benefits audits), liaising with external auditors and ensuring timely completion.
• Internal Controls: Develop and implement internal control policies and procedures to safeguard the organization's assets, maximize efficiency and effectiveness, and ensure timely and accurate financial reporting.
• Grant Management: Oversee financial reporting for government and institutional grants and contracts, ensuring compliance with funder requirements.
• Financial Strategy: Support the CFO in strategic planning, financial analysis, and decision-making processes.
• Systems Administration: Maintain general ledger and subledgers, CRM, cloud-based financial applications, and other financial systems to ensure accuracy and integrity of financial data.
• Team Leadership: Supervise and mentor accounting staff, fostering a culture of continuous improvement and professional development.

Who you are:

• Education: Bachelor's degree or equivalent years of related work experience in Accounting, Finance, or a related field. CPA and accounting related coursework strongly preferred.
• Experience: Minimum of 8 years of accounting experience, with at least 2 years in a non-profit organization preferred. Demonstrated ability to facilitate audit and tax preparation activities, financial statement preparation, and internal control design and implementation.
• Technical Skills: Proficiency in accounting software (e.g., MIP, ANDAR) and Microsoft Office Suite, with substantial experience managing, implementing, changing, and integrating processes and systems in a planned and holistic manner.
• Knowledge: Expert knowledge of GAAP/FASB non-profit accounting standards, relevant OMB circulars, and financial regulations. A track record in grants management as it relates to compliance and reporting of government and institutional grants is a plus.
• Analytical Skills: Excellent analytical and problem-solving abilities.
• Communication: Strong verbal and written communication skills, with the ability to present complex financial information clearly and effectively.
• Leadership: Demonstrated ability to lead, manage, and develop a team.
• Attention to Detail: High level of accuracy and attention to detail.
• Values: Deep commitment to UWBA's mission, impact goals, and DEI principles
• Ethics: High degree of integrity, discretion, professionalism, and accountability to achieve quality results.
• Service-Orientation: Demonstrated partner-centric approach to finance and accounting, including understanding and meeting the needs of internal and external stakeholders.
• Accountability: Ability to achieve operational excellence, including the quality and integrity of all accounting functions, accurate and timely reporting, and the operational fitness of internal controls related to accounting procedures, policies, and generally accepted accounting principles.

Salary: $160,000


PHYSICAL DEMANDS : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.


UWBA does not discriminate on the basis of race, color, gender (including actual or perceived gender, and gender identity), sexual orientation, age, marital status, medical condition, religious affiliation, veteran status, national origin, citizenship status, mental or physical disability, or any other characteristic protected by applicable state, federal or local law. Applicants must be able to work legally in the United States. UWBA will consider qualified applicants with criminal histories in the manner consistent with the requirements of the San Francisco Fair Chance Ordinance. If you need a reasonable accommodation in order to apply for a job, please let us know. If the reason you need an accommodation is not obvious, we may ask for documentation confirming your functional limitations.

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