Corporate Controller

Corporate ControllerBoston, MASocial Finance is a national nonprofit and registered investment adviser (SF Advisers, LLC). We work with the public, private, and social sectors to create partnerships and investments that measurably improve lives. Since our founding in 2011, we have mobilized over $500 million in new investments designed to help people and communities realize improved outcomes in workforce and economic mobility, health, and housing.We are driven by the belief that social and economic systems should enable all people to thrive, and the conviction that we can create the most meaningful and measurable change in our communities when governments and markets work together. Our organization is built upon five core values: people, performance, integrity, collaboration, and inclusion.Our work spans four areas: Impact-first Investing, Workforce and Education Investments, Advisory & Public Sector Practice, and the Social Finance Institute. Our Impact-first Investment team designs, launches, and manages investments that provide solutions for effectively deploying impact capital across a range of social outcomes. Our Workforce and Education Investments team designs, launches and manages financial solutions focused on addressing workforce challenges, including skills acquisition and training access. Our Advisory team partners with government and philanthropy leaders to implement data-driven programs for advancing social impact. And through the Social Finance Institute, we aim to build the field and change systems through actionable research, communities of practice, and educational outreach.The Corporate Controller is the senior accounting leader at Social Finance and the Chief Financial Officer's closest partner in running the corporate finance function. You will own the integrity of our financial reporting, and you will lead the planning, budgeting, and analysis work that shapes how the organization deploys its resources.This role is built for someone who has a strong technical accounting foundation and now wants to spend a substantial share of their time strategically leading and planning: building the budget, running the forecast, modeling scenarios, leading a team, and helping business and operational leaders make sharper decisions with better information. You will lead and manage a team of 4, oversee an annual operating budget of approximately $30 million across multiple entities and active donations and grants, recoverable grants, government awards, and sit on the firm's Management Team.It is a good fit for candidates who want to apply accounting and finance expertise in a mission driven setting, and who are equally comfortable setting direction and getting the details right.Reporting to the Chief Financial Officer, the Corporate Controller leads the Corporate Finance group across planning and analysis, nonprofit accounting, tax, reporting, audit, and risk management. Responsibilities fall into four areas.Planning, analysis, and management reportingLead the annual organizational operating budget process from start to finish, partnering with business practice and functional leaders to build, challenge, and finalize their plansOwn budget to actual reporting and variance analysis, including the written narrative that explains what the variances mean and what should change as a resultBuild and maintain the multiyear financial model and rolling forecast, including scenario analysis for new investments, contracts, and hiring decisionsPrepare project budgets and pricing for contract and grant based proposals, and track realized margin against what was proposedDevelop recurring management reporting and metrics that give business leaders a clear, current view of their financial positionPrepare quarterly reporting materials for the Board, Finance Committee, and Audit CommitteeAccounting operations and closeOversee the finance team's day-to-day accounting operations, covering: revenue contracts, the production of invoices, and revenue recognition; expense contracts and commitments, with authorization protocols as necessary; timely transaction posting to the general ledger; payroll processing; monthly balance sheet reconciliationsOwn the month end and year end close, and work to shorten the close calendar without compromising accuracyMaintain accurate and timely accounting of revenues and expenditures across all lines of businessManage all accounts and financial reporting systems to ensure compliance with U.S. GAAPGrants, compliance, audit, tax, and riskOversee federal grants financial management, reporting, and compliance, including Uniform Guidance (2 CFR 200) requirements and the annual single auditMonitor financial activity on grant programs and prepare expenditure reports for program managers as neededManage the annual financial statements audit for all entitiesManage federal and state nonprofit tax filings and registrations for Social Finance, Inc. and affiliated entitiesDevelop and monitor internal controls, policies, and proceduresOwn the enterprise risk management function, including maintaining the organizational risk register, coordinating periodic risk assessments with practice and functional leaders, and reporting key risks and mitigation plans to the Management Team and Audit CommitteeTeam, systems, and continuous improvementLead, coach, and develop a team of 4, including goal setting and ongoing performance managementImprove the efficiency and effectiveness of the Corporate Finance function through better process design, fuller use of systems including Sage Intacct, Rippling, Roghnu, Power BI, Tableau, Bill.com, Expensify, etc. and thoughtful adoption of automation and AI tools where they measurably improve accuracy or free up capacityUpgrade processes with an eye for achieving efficiency and clarityLead or support special projects and ad hoc analysis as neededIn your first year, success looks likeA clean financial statement audit and single audit with no material findingsA monthly close within 15 daysA rolling forecast and management reporting package that business and operational leaders use to make real decisionsAt least two meaningful process improvements implemented in the close or reporting cycleWork ArrangementThis position is based in our Boston headquarters and requires a minimum of two days per week onsite on Tuesdays and Wednesdays, with the balance of the week flexible.Firm BuildingThe Corporate Controller is a Director level role. In addition to leading the Finance Team, every Social Finance Director serves on the firm's Management Team and contributes to the building and development of our staff, our firm, and our field. These responsibilities may include, but are not limited to:Serving as a Development Manager to members of the Corporate Finance team members, the role at Social Finance responsible for a colleague's coaching, goal setting, and career growthSupporting the firm's talent management efforts through recruiting, coaching, goal setting, mentoring, and ongoing performance managementSupporting internal capacity building effortsRepresenting the firm in public forums and contributing to publicationsQualificationsSocial Finance is seeking a dynamic finance leader with strong interpersonal and problem-solving skills. Qualifications and requirements include:Unquestionable work ethics and focus on ownership and accountabilityDegree in Accounting, Finance, or a related business field, or equivalent experience; CPA or MSA preferred8+ years of progressive accounting and finance experience, including substantial time in financial planning and analysis: budgeting, forecasting, financial modeling, and variance analysisDemonstrated ownership of an annual budget process and a recurring management reporting cycle for an organization or a substantial business unitStrong command of U.S. GAAP and internal controlsWorking knowledge of nonprofit accounting, including fund and grant accounting, and familiarity with federal grants compliance and single audit requirementsAdvanced Excel and financial modeling skills, with the ability to translate financial detail into clear guidance for colleagues who are not finance specialists; strong oral and written communicationComfort and experience overseeing, coaching, and developing more junior staff members, and a commitment to building a strong, high performing teamAbility to handle complex and confidential information with discretionAbility to operate across multiple competing priorities with a high level of independence and motivation, and to adapt in a team-based, fast-changing environmentWillingness to learn and utilize AI tools appropriately to support accounting work (e.g. prompt engineering, AI-assisted workflows, or data infrastructure); experience automating financial processes or applying AI tools within a finance function a plusThe following are not required, but would be considered a plus for your candidacy:Experience with Sage Intacct or a comparable ERP, and with planning and forecasting tools such as Vena, Adaptive Planning, or similarExperience in impact investing or investment management, including financial reporting for investment vehiclesExperience in or with the systems we seek to impact: education, economic mobility, health,