Full Time

Financial Controller

Jewish Federation of Western CT 444 Main St N, Southbury, CT 06488, Southbury CT

Summary: Under the supervision of the CEO, the Controller is responsible for all financial and general administrative functions of the Federation. The Finance Director supports the mission of the Federation by ensuring timely and secure financial transactions for our customers, efficient administrative operations for our staff, and accurate reporting for our Board of Directors.

***Critical Elements****

  1. Non-profit accounting experience

  2. MIP Fund Accounting Software Experience

  3. Endowment & Fund accounting experience

  4. Working with external Auditors

  5. Budget Creation

  6. Advanced Excel Skills

  7. Operations accounting experience (accounts payable, receivables, cash management, budget creation, and reporting)

  8. Analytical & inquisitive 


Financial Management

  • Responsible for all central accounting functions; develop and maintain all accounting procedures and policies

  • Develop, administer and maintain an effective financial management system

  • Calculate the annual spending policy for each individual endowed fund

  • Review fund agreements to confirm the appropriate use of funds

  • Ensure appropriate and timely collection of receivables and payment of all authorized debts

  • Control revenue sources and expenditures to provide optimal cash flow for the organization; ensure appropriate operating funds and investments

  • Manage collections and bad debt processes

  • Produce accurate monthly financial statements for the Board of Directors, committees, and staff

  • Monitor actual income/expense experience in comparison with budget authorization; identify significant variances for management

  • Support CEO, Finance Committee, and Board of Directors in the annual budgeting process

  • Meet with other staff to assist them in monitoring and adjusting their budgets based on actuals

  • Manage all banking relationships and transactions


Legal, Insurance & Auditing

  • Prepare appropriate schedules and work with the independent auditor or annual review /audit of the agency

  • Work with the auditing accountant on the preparation of tax returns for the Federation 

  • Develop and ensure compliance with all internal controls for fraud prevention purposes

  • Maintain appropriate insurance coverage for all insurable risks

  • Assist with documentation and reporting related to potential insurance claims (property, liability, workers’ compensation, etc.)

  • Ensure the safekeeping of all agency assets, including blank checks, legal documents, securities, insurance policies, equipment, etc.

  • Ensure proper record retention of documents for the entire organization

Purchasing and Contracts

  • Develop and oversee compliance with all purchasing policies, and manage organizational credit/vendor accounts

  • Liaison with various systems vendors, including credit card merchant, photocopier/fax/scanner, and IT, including negotiation of annual contracts and planning for organizational needs

  • Supervise and make all purchasing of office supplies and manage copier/postage systems

Qualifications: 0-2 years of experience.