Financial Controller

Title: Controller

Status: Full-Time / Exempt

Location: EHDOC Home Office – Plantation, FL

Reports To: Chief Financial Officer (CFO)

Position Summary

The Controller serves as a senior financial leader and strategic partner to the Chief Financial Officer. This role is responsible for oversight of accounting operations, financial reporting, internal controls, compliance, audit coordination, and financial analysis across EHDOC’s corporate and property portfolio.

The Controller is accountable for the integrity, accuracy, and timeliness of financial information and ensures compliance with GAAP, HUD regulations, IRS Section 42 requirements, nonprofit standards, and other applicable federal and state regulations.

This is a leadership-level role focused on financial oversight, review, analysis, and accountability — not routine transactional processing.

Essential Duties and Responsibilities

1. Financial Close Oversight and Review

• Oversee and review monthly property accounting packages prepared by property accountants and outsourced accounting teams
• Ensure balance sheet reconciliations are complete, supported, and reviewed
• Identify accounting inconsistencies, risks, and deficiencies and escalate appropriately
• Certify completeness and accuracy of monthly close to CFO
• Ensure timely and accurate intercompany reconciliations

2. Consolidated Financial Reporting and Portfolio Analysis

• Prepare and review consolidated monthly financial statements for all properties and corporate entities
• Perform cross-property trend analysis and identify portfolio-level risks or outliers
• Provide written financial analysis summarizing key drivers, risks, and corrective recommendations
• Present financial insights clearly to CFO and executive leadership

3. Budget Development and Financial Planning

• Lead coordination of the annual budget process across properties
• Review property budgets for reasonableness and alignment with strategic goals
• Prepare consolidated budget schedules
• Produce monthly budget-to-actual variance analysis with explanations
• Identify financial risks and recommend corrective actions

4. Audit and Tax Coordination

• Participate in audit planning meetings
• Prepare and review audit schedules and supporting documentation
• Maintain audit request tracking and ensure timely responses
• Review audit adjusting journal entries and corrective actions prior to CFO approval
• Review draft federal and state tax returns prior to submission
• Ensure compliance with nonprofit and LIHTC reporting requirements

5. Compliance and Regulatory Oversight

• Ensure compliance with:
• HUD and affordable housing program requirements
• IRS Section 42 (Low-Income Housing Tax Credit) regulations
• 501(c)(3) nonprofit accounting standards
• Oversee unclaimed property compliance
• Oversee sales tax exemption processes
• Ensure accurate and timely filing of 1099s, W-2s, and related tax documentation
• Maintain compliance calendars and internal documentation

6. Internal Controls and Process Improvement

• Review and strengthen internal controls framework
• Evaluate accounting policies, procedures, and user access controls
• Update accounting manual as needed
• Train accounting personnel on processes and compliance standards
• Identify areas for operational improvement and risk mitigation

7. Payroll Accounting Oversight

• Review payroll journal entries for accuracy and completeness
• Ensure proper allocation of payroll across properties and corporate entities
• Provide accounting guidance and training to payroll staff
• Certify payroll-related financial reporting

8. Cash Management and Corporate Accounting Oversight

• Oversee corporate cash flow and forecasting
• Review corporate bank reconciliations
• Monitor aged receivables and property reimbursements
• Oversee intercompany billings and reconciliations
• Review fixed asset schedules and capital expenditure tracking
• Review escrow analysis, fund transfers, and investment statement reporting

9. Board and Executive Reporting Support

• Prepare draft board-level financial reporting packages
• Develop executive summaries explaining financial performance
• Support CFO with financial data and analysis for board meetings
• Assist with special projects and strategic financial initiatives

10. External Stakeholder Support

• Assist in preparation of reporting packages for LIHTC investors
• Support HUD reporting and documentation
• Coordinate with lenders, investors, and external auditors as directed by CFO

Supervisory Responsibilities

• Provide oversight and guidance to property accountants and outsourced accounting vendors
• Mentor and train accounting staff
• Ensure accountability for deadlines and reporting standards

Education and Experience

• Bachelor’s degree in Accounting, Finance, or related field required
• Current CPA license a plus
• Minimum 7–10 years progressive accounting experience, including leadership responsibility
• Experience in affordable housing, LIHTC, HUD programs, or nonprofit accounting strongly preferred
• Experience with consolidated reporting across multiple entities
• Experience managing audits and regulatory compliance

Technical Skills

• Strong knowledge of GAAP and nonprofit accounting
• Knowledge of HUD affordable housing regulations
• Knowledge of IRS Section 42 LIHTC requirements
• Experience with general ledger systems used in real estate/property management
• RealPage experience preferred
• Advanced Excel skills
• Strong financial analysis capabilities

Core Competencies

• Leadership and accountability
• Independent judgment and decision-making
• Analytical and strategic thinking
• Strong written and verbal communication skills
• High attention to detail
• Ability to manage multiple deadlines and priorities
• Proactive problem-solving
• Ethical judgment and professional integrity

Physical and Work Requirements

• Office-based role
• Occasional travel to properties or meetings as required

Position Impact

The Controller plays a critical role in safeguarding EHDOC’s financial integrity, ensuring regulatory compliance, and supporting the organization’s mission to provide quality affordable housing nationwide. This role reduces operational risk, strengthens financial transparency, and enhances executive decision-making capability.