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Opening: Assistant Controller

Publication date: 
August, 2021

Position: Assistant Controller
Organization: Lucile Packard Foundation for Children's Health
Location: Bay Area, CA

About the Organization

At the Lucile Packard Foundation for Children's Health, we are a team of dedicated individuals with a shared commitment to helping kids and families live healthier lives.

We do this by:

  • Fundraising for Lucile Packard Children's Hospital at Stanford and the maternal and child health programs of Stanford University School of Medicine.
  • Raising awareness of children's health issues.
  • Promoting a system of care that improves the lives of children with special health care needs and their families

Position Summary

Reporting to the CFO, the Assistant Controller is a hands-on role that will oversee all aspects of accounting, finance, tax and regulatory compliance for the Foundation under the leadership of the CFO. The Assistant Controller will partner with the finance teams at Lucile Packard Children’s Hospital (LPCH) and Stanford University to support consolidated accounting and tax reporting. The Assistant Controller will partner with and serve as an expert consultant to other members of the Foundation team to provide guidance and direction to ensure tax and regulatory compliance.

General Position Duties and Responsibilities

  • Oversees monthly close process, including preparing and reviewing monthly reconciliations for balance sheet accounts and posting journal entries.
  • Responsible for coordinating timely financial reporting to LPCH and Stanford.
  • Prepares and/or oversees the preparation of monthly financial reports, budget to actual analyses and dashboards for the executive team and board on a timely basis
  • Oversees preparation of the annual budget
  • Responsible for implementation of internal controls and policies and procedures; works with Foundation staff to ensure compliance
  • Takes lead role in completing annual internal and external audits.
  • Oversees the completion of all federal and state tax and regulatory filings, including Form 990 and 990T.
  • Reviews and manages daily operating cash balances. Prepares cash forecasts as needed
  • Oversees accounts payable, expense reports, and payroll.
  • Manages the annual insurance renewal process for the Foundation
  • Serves as an expert partner to other teams at the Foundation to provide guidance and direction to ensure tax and regulatory compliance with state and federal laws governing nonprofits.
  • Leads and/or assists with special projects as needed throughout the Foundation
  • Supervises a team of three, including two accountants and one financial analyst, whom you will help in hiring Provides day to day support to Foundation staff by answering questions pertaining to various finance topics including budgets, monthly reports, paychecks, vendor payments and expense reports
  • Recommends new approaches, procedures and processes to effect continual improvements in efficiency of department and services performed
  • Regular and predictable attendance is required

Position Requirements

Education

Required:

  • Bachelor’s degree in accounting, finance or a related discipline

Preferred:

  • CPA
  • Master’s degree in accounting or finance

Skills, Experience, and Job-Related Requirements

Required:

  • 7+ years’ nonprofit accounting management experience
  • 5+ of hands-on general ledger accounting and audit experience
  • Knowledge of non-profit GAAP accounting principles, practices, and applications
  • Experience preparing financial statements and completing regular and accurate monthly closes, including account reconciliations and general ledger maintenance
  • Experience overseeing accounts payable processing, expense reporting and payroll
  • Knowledge of relevant federal, state, and local laws, codes, and regulations
  • Strong knowledge of Microsoft Word and Excel
  • 2+ years’ experience leading, mentoring, coaching and developing staff

Preferred:

  • Experience using Blackbaud Financial Edge accounting software or a similar non-profit accounting package and Paychex payroll systems
  • Experience in the implementation of accounting systems
  • Non profit accounting experience

Competencies

Systems and process expert—ability to assess processes and systems to identify opportunities for improvement, make innovative data informed recommendations for process improvements and drive forward implementation of new processes allowing for flexibility and iteration.

Innovator—ability to think “out of the box” and drive innovative and creative thinking and problem solving within the team.

Project manager—ability to manage multiple projects involving multiple stakeholders, establish and manage shifting priorities, anticipate roadblocks, including external and internal audits and form 990 preparation.

Analytical accounting professional—ability to apply GAAP concepts, establish appropriate standards based accounting policies, and create GAAP compliant financial statements. Ability to identify, research, and apply non profit regulatory compliance requirements.

Empathetic and effective team leader—ability to build and manage a high performing team; build trust, set goals, and provide clear and consistent feedback to foster staff growth. Ability to build authentic relationships to foster an engaged, connected and inclusive team culture where every member feels and is driven by the value they bring to the organization and the mission.

EOE Statement

We know that building a diverse and inclusive workforce is key to our success and enables us to do extraordinary work for kids and their families. When you become part of our team, you’ll be joining a group of passionate and dedicated individuals who truly care about and believe in the work they do.

We provide competitive compensation and a wide range of benefits designed to meet the needs of our employees and their families. We are strong supporters of work life balance.

The Lucile Packard Foundation for Children’s Health is an equal opportunity employer. Women, minorities, veterans and persons with disabilities are encouraged to apply.

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