Controller

FLSA Status:  Exempt

Role Focus: The role of the Controller is an integral part of the Business Office and is responsible for assisting in the preparation of the financial reports, such as income statements, balance sheets, and analyses of historical and future income and expenses, in addition to other special reports that may be needed.   The Controller also is responsible for the functions of accounting and assists with  the audit process and plays an integral supporting role in budgeting.  The position reports to the Director of Finance.

Typical Education and Experience:

The ideal candidate will be a CPA with a bachelor’s degree in accounting with experience in non-profit accounting. The candidate must have experience in a similar role.  Independent School experience is a plus.   A working knowledge of non-profit accounting is essential.  

OVERVIEW OF RESPONSIBILITIES:

  1.  Assists the Director of Finance with tracking and maintaining all accounting procedures, ensuring accurate and timely financial information;
  2. Assists with the preparation of monthly financial statements, including variance analyses;
  3. Assists with student billing and general accounting operations;
  4. Reviews account reconciliations with the Director of Finance on a monthly basis;
  5. Ensures timely, accurate payment of debt service;
  6. Assists the Director of Finance in the preparation and monitoring of department budgets and forecasts;
  7. Assists the Director of Finance with the oversight and record keeping requirements of the Arizona Tax Credit program;
  8. Assists the Director of Finance with all hiring procedures and protocols and the record-keeping associated with such processes;
  9. Assists the Director of Finance with the annual review and oversight of employee benefits; and
  10. Assists the Director of Finance with the efficient and accurate delivery of payroll.

CASH

  1. Receives all incoming cash receipts and deposits;
  2. Maintains daily cash balances and review reports from bank daily;
  3. Provides weekly cash reports to the Director of Finance.

AUDIT

  1. Takes the lead position on preparation of schedules and work papers for annual audit (school and 403b plan);
  2. Assists Auditors with Form 990 preparation;
  3. Maintains permanent office files for all audit schedules prepared by the school.

SURVEYS AND PEER REPORTING

  1. Assists with preparation of all periodic surveys and reports for the school’s trade organizations (i.e. NAIS, ISAS, NBOA, etc.)
  2. Prepares other similar data as requested.

OTHER

  1. Other miscellaneous tasks may be assigned in support of the Director of Finance.

Typical Level of InteractionRequires strong interaction with all school divisions and departments serviced by the business office as well as members of the administrative team and community organizations and businesses.

Competencies:

  1. Ability to learn and teach others – recognizes the importance of learning and motivates others by own enthusiasm.  Is able to learn and reproduce the current processes and recommend best   practices to streamline them.
  2. Time management skills – manages many tasks and projects simultaneously while adhering to deadlines and promises. 
  3. Organizational skills – creates action plans to meet goals and objectives and conducts periodic reviews of progress and measures against goals.
  4. Communication skills – effectively communicates accounting, financial and service issues that are complex in nature and maintains open communications channels with peers, administrators, and customers at the School.

Other Qualifications:

 All prospective employees must be able to clear a background check.

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 listen, physically direct, and speak.   The employee is required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms.  Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 The noise level in the work environment is usually moderately quiet; however, variations in noise level may occur when the employee attends school functions such as assemblies, athletic competitions, and other events.

 For More Information:

 Please contact:       Julie A. Sherrill, Ph.D.
                                 Head of School
                                 The Gregory School
                                 3231 N. Craycroft Road
                                 Tucson, AZ. 85712


3231 N. Craycroft Road, Tucson, AZ 85712
Phone: (520) 327-6395
Fax: (520) 327-8276
The Gregory School is an independent, private,
non-profit 501(C)(3), coed day school for grades 5-12.