The role of the Controller is an integral part of the Business Office, responsible for coordinating and assisting in the preparation of financial reports such as statements of activities, statements of financial position, statements of cash flows, and analyses of historical and projected income and expenses, in addition to other special reports that may be needed. The Controller supervises the accounting, accounts payable, accounts receivable, and student billing operations and oversees the functions of audit and budgeting. Reporting directly to the Head of Finance and Business Management, the Controller is also responsible for recommending and administering all accounting policies and procedures, insuring that strong internal controls and effective transaction processing routines protect the assets of the school and result in meaningful, timely and accurate financial reporting. Primary Responsibilities:
• Supervise and assist accounts payable, payroll, HR, student billing and other accounting personnel in the Business Office, ensuring accurate and timely financial reporting • Cross-train on finance functions including payroll, accounts payable, budgeting, accounts receivable, and student billing. Make follow-up accounts receivable calls as necessary • Ensure accurate and appropriate coding and/or approval of all revenue, expenditure and journal transactions to their appropriate accounts, including funds with and without restrictions • Coordinate the preparation of annual stewardship reports for all endowed funds with the Advancement Office • Review account reconciliations on a monthly and quarterly basis • Maintain accurate and appropriate general ledger chart of accounts • Maintain the General Ledger module of Senior Systems • Oversee HR Specialist duties and HR procedures, including the Faculty/Staff handbook, to insure proper office management and reporting • Act as backup for the HR Specialist for semi-monthly payroll • Provide support in the hiring, training and review of accounting department staff • Assist the Head of Finance and Business Management in preparation and monitoring of monthly departmental budget reports and forecasts, working with administrators and department chairs regarding budget performance • Draft, develop and recommend policies and procedures related to the accounting department and communicate accounting policies to employees to ensure compliance with such policies • Actively stay current on new regulations in GAAP and relevant non-profit accounting issues • Maintain all general and permanent Business Office files for the school • Act as staff support at Finance Committee meetings of the Board, taking and preparing minutes • Evaluate and select vendors in conjunction with NBOA and other purchasing consortiums • Assess adequacy of internal controls and respond accordingly • Plan, coordinate and oversee internal and independent audits related to financial reporting • Prepare reports required by regulatory agencies including tax returns and other school specific filings • Prepare all periodic surveys and compliance reports for various school industry organizations (e.g. NAIS, ISAS, NBOA, TCCBED, NCEA etc.), as well as other internal and external information requests for financial data • Remain aware of private school industry trends and activities • Prepare and periodically update dashboard analyses of key school factors and trends
In the performance of his/her duties, Employee shall be guided by The Goals and Criteria of the Sacred Heart and the Catholic Faith. Candidates must also possess:
• A CPA with a bachelor’s degree in accounting with a minimum of 5-7 years’ experience in non-profit accounting • Managerial experience with a record of mentoring and developing staff in an independent school or higher education setting is preferred • Strong written and verbal communication skills and able to communicate effectively with school representatives, parents, students, and representatives from the business community • Possess working knowledge of business accounting policies, procedures, practices and software programs • Strong organization, and able to supervise and manage multiple functions, activities and deadlines • Highest regard for confidentiality and ethical standards is necessary • Capable of contributing in a team environment
• Ability to Learn and teach others established processes - 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 • Time Management Skills - Manages many tasks and projects simultaneously while adhering to deadlines and promises. Maintains work/life balance without compromising expectations of others. Respected for ability to "find" or "make" time to get things done • Organizational Skills - Creates action plans to meet divisional goals and objectives Conducts periodic reviews of progress and measures against goals. Establishes broad policies for the office to ensure success • Communications Skills - Effectively communicates broad and very complex issues • Problem Solving Skills - Considers a broad range of internal and external factors when solving problems. Grasps complexities and perceives relationships among different problems or issues • Computer/Software Skills - Must be proficient in Microsoft 365 (including Excel, Word, Power Point and OneNote). The Controller will be required to learn and become proficient in the Senior Systems software database. Prior experience with Senior Systems or another similar database specific to private school accounting is a plus
Tenets of Staff Excellence
Duchesne Academy employees embody and promote the Goals and Criteria of a Sacred Heart education. As a staff of excellence, they commit to a personal and active faith in God, a deep respect for intellectual values, a social awareness that impels to action, the building of community as a Christian value, and personal growth in an atmosphere of wise freedom. As community builders, employees of Duchesne value and respect their colleagues, and they promote School goals and policies with a generous and positive spirit.
A Sacred Heart employee…
Demonstrates an understanding of Catholic Identity, respects the tenets of Catholicism, and participates in the faith life of the School.
Models acceptance of and respect for other faith and cultural traditions.
Values and encourages interactive service as a life-long commitment.
Creates an inviting environment which honors rigor and relevance, and promotes critical thinking, collaboration, and the creative use of the imagination.
Embraces the importance of the integration of technology within the school; supports and promotes the ethical use of all forms of technology.
Researches, reflects on, and adopts best practices to promote excellence in the area of expertise.
Continually seeks professional growth through self-reflection, observations, collegial dialogue and professional development opportunities.
Fulfills routine professional responsibilities in a thoughtful and timely manner.
Works in partnership and open communication with parents and colleagues to ensure the well-being of the school.
Contributes to a community culture that fosters thoughtful decision-making, honorable behavior, accountability, and a sense of hope.
Nothing in this Job Description restricts Duchesne’s right to assign or reassign duties and responsibilities to this position at any time. This position is at will, which means that either the employee or Duchesne may terminate the employment relationship at any time, with or without notice and for any reason or no reason.
Duchesne Academy of the Sacred Heart is committed to providing equal opportunity in all of its employment practices, including selection, hiring, promotion, transfer, and compensation, to all qualified applicants and employees without regard to race, color, religion, sex (gender), age, national origin, physical or mental disability, genetic information, veteran status, or any other status protected by applicable law.