Frederick Fox

ControllerPosition OverviewThe Controller is responsible for overseeing the organization's accounting operations, financial reporting, and internal control environment while leading key accounting transformation initiatives. This role will take ownership of the transition from outsourced accounting services to an in-house accounting function, ensuring accurate financial records, reliable reporting, and efficient financial processes.The Controller will oversee the month-end close, financial statements, account reconciliations, cash flow forecasting, and budgeting support while managing the implementation and optimization of accounting systems and financial tools. This position will also lead and develop the accounting team, coordinate audit and tax-related activities, and establish scalable processes that support the organization's financial health and long-term objectives.The ideal candidate is a hands-on accounting leader with strong technical accounting expertise, experience managing financial transitions and system implementations, and the ability to build effective processes in a changing environment.Key ResponsibilitiesAccounting Operations and Financial Reporting<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Lead the transition of accounting operations from an outsourced accounting provider to an internal accounting function, ensuring continuity, accuracy, and effective knowledge transfer.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Oversee the full month-end and year-end close processes, including journal entries, account reconciliations, general ledger reviews, and financial statement preparation.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Own the preparation and presentation of accurate and timely financial statements and management reports.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Establish and maintain accounting policies, procedures, and documentation in accordance with Generally Accepted Accounting Principles (GAAP).</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Monitor financial transactions and account balances to ensure accuracy, completeness, and proper classification.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify and resolve accounting discrepancies, reporting issues, and process inefficiencies.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ensure the integrity and reliability of financial information used for management decision-making.</li>
</ul>Accounting Systems and Process Transformation<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Lead the migration and transition of the existing Sage Intacct accounting environment into an organization-owned system.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Oversee the implementation of Ramp as the primary financial operations platform, replacing existing accounts payable, expense management, and corporate card systems.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Coordinate system implementation activities, including data migration, workflow configuration, testing, user training, and process integration.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Evaluate existing accounting workflows and implement improvements to increase efficiency, accuracy, and transparency.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop standardized accounting procedures and scalable financial processes to support ongoing organizational needs.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Collaborate with internal stakeholders and external technology providers to ensure successful system transitions and adoption.</li>
</ul>Financial Planning and Cash Flow Management<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop and maintain monthly financial forecasts to support budgeting, financial planning, and organizational decision-making.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Oversee cash flow forecasting, liquidity monitoring, and financial planning activities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Analyze financial performance, identify trends and variances, and provide recommendations to management.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Establish reporting processes that provide leadership with visibility into financial position, spending patterns, and projected cash requirements.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Partner with organizational leaders to support financial planning, resource allocation, and operational objectives.</li>
</ul>Internal Controls, Audit, and Compliance<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Establish and maintain effective internal controls to safeguard organizational assets and ensure reliable financial reporting.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop and document accounting policies and procedures that support compliance with applicable accounting standards and regulatory requirements.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Coordinate annual audit activities, working closely with external auditors and internal stakeholders to provide required schedules and documentation.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Oversee tax filing and regulatory reporting coordination, including Form 990 preparation and related compliance activities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify opportunities to strengthen financial controls, improve documentation, and mitigate accounting and operational risks.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ensure accounting records and supporting documentation are maintained accurately and are readily available for audit and review.</li>
</ul>Team Leadership and Cross-Functional Collaboration<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Manage, mentor, and develop the accounting team, providing guidance, performance feedback, and support for professional growth.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Oversee the work of accounting personnel and establish clear responsibilities, expectations, and accountability.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Serve as a key financial partner to organizational leadership and department heads.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Communicate financial information, accounting policies, and process changes clearly to internal stakeholders.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Manage competing priorities while maintaining hands-on involvement in critical accounting activities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Lead organizational change initiatives and support the adoption of new financial systems and processes.</li>
</ul>QualificationsRequired Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Bachelor's degree in Accounting, Finance, or a related field.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong technical accounting knowledge and experience with GAAP, general ledger accounting, financial statements, and month-end close procedures.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Demonstrated experience overseeing accounting operations and financial reporting.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience managing accounting transitions, process improvements, financial system implementations, or organizational accounting transformations.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong understanding of account reconciliations, internal controls, audit coordination, and financial compliance.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience developing financial forecasts, cash flow projections, and accounting procedures.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Proficiency with accounting and financial management systems, including ERP platforms.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong leadership and people management skills, with the ability to manage, mentor, and develop accounting staff.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Excellent written and verbal communication skills, with the ability to work effectively with executive leadership and cross-functional teams.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to operate in a hands-on capacity while building processes and managing organizational change.</li>
</ul>Preferred Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Active Certified Public Accountant (CPA) license strongly preferred; exceptional candidates without a CPA designation will also be considered.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience with Sage Intacct; familiarity with NetSuite or similar ERP platforms is also valuable.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience implementing financial technology platforms such as Ramp or comparable expense management, accounts payable, and corporate card solutions.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience transitioning accounting functions from outsourced providers to an internal accounting team.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience coordinating external audits, tax filings, and Form 990 preparation.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Background in nonprofit organizations is not required; candidates with for-profit accounting and finance experience are encouraged to apply.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience leading accounting system migrations, financial process redesign, and internal control improvements.</li>
</ul>

Controller

Position Overview

The Controller is responsible for overseeing the organization's
accounting operations, financial reporting, and internal control
environment while leading key accounting transformation
initiatives. This role will take ownership of the transition from
outsourced accounting services to an in-house accounting
function, ensuring accurate financial records, reliable
reporting, and efficient financial processes.

The Controller will oversee the month-end close, financial
statements, account reconciliations, cash flow forecasting, and
budgeting support while managing the implementation and
optimization of accounting systems and financial tools. This
position will also lead and develop the accounting team,
coordinate audit and tax-related activities, and establish
scalable processes that support the organization's financial
health and long-term objectives.

The ideal candidate is a hands-on accounting leader with strong
technical accounting expertise, experience managing financial
transitions and system implementations, and the ability to build
effective processes in a changing environment.

Key Responsibilities

Accounting Operations and Financial Reporting

* Lead the transition of accounting operations from an outsourced
accounting provider to an internal accounting function, ensuring
continuity, accuracy, and effective knowledge transfer.
* Oversee the full month-end and year-end close processes,
including journal entries, account reconciliations, general
ledger reviews, and financial statement preparation.
* Own the preparation and presentation of accurate and timely
financial statements and management reports.
* Establish and maintain accounting policies, procedures, and
documentation in accordance with Generally Accepted Accounting
Principles (GAAP).
* Monitor financial transactions and account balances to ensure
accuracy, completeness, and proper classification.
* Identify and resolve accounting discrepancies, reporting
issues, and process inefficiencies.
* Ensure the integrity and reliability of financial information
used for management decision-making.
Accounting Systems and Process Transformation

* Lead the migration and transition of the existing Sage Intacct
accounting environment into an organization-owned system.
* Oversee the implementation of Ramp as the primary financial
operations platform, replacing existing accounts payable, expense
management, and corporate card systems.
* Coordinate system implementation activities, including data
migration, workflow configuration, testing, user training, and
process integration.
* Evaluate existing accounting workflows and implement
improvements to increase efficiency, accuracy, and transparency.
* Develop standardized accounting procedures and scalable
financial processes to support ongoing organizational needs.
* Collaborate with internal stakeholders and external technology
providers to ensure successful system transitions and adoption.
Financial Planning and Cash Flow Management

* Develop and maintain monthly financial forecasts to support
budgeting, financial planning, and organizational
decision-making.
* Oversee cash flow forecasting, liquidity monitoring, and
financial planning activities.
* Analyze financial performance, identify trends and variances,
and provide recommendations to management.
* Establish reporting processes that provide leadership with
visibility into financial position, spending patterns, and
projected cash requirements.
* Partner with organizational leaders to support financial
planning, resource allocation, and operational objectives.
Internal Controls, Audit, and Compliance

* Establish and maintain effective internal controls to safeguard
organizational assets and ensure reliable financial reporting.
* Develop and document accounting policies and procedures that
support compliance with applicable accounting standards and
regulatory requirements.
* Coordinate annual audit activities, working closely with
external auditors and internal stakeholders to provide required
schedules and documentation.
* Oversee tax filing and regulatory reporting coordination,
including Form 990 preparation and related compliance activities.
* Identify opportunities to strengthen financial controls,
improve documentation, and mitigate accounting and operational
risks.
* Ensure accounting records and supporting documentation are
maintained accurately and are readily available for audit and
review.
Team Leadership and Cross-Functional Collaboration

* Manage, mentor, and develop the accounting team, providing
guidance, performance feedback, and support for professional
growth.
* Oversee the work of accounting personnel and establish clear
responsibilities, expectations, and accountability.
* Serve as a key financial partner to organizational leadership
and department heads.
* Communicate financial information, accounting policies, and
process changes clearly to internal stakeholders.
* Manage competing priorities while maintaining hands-on
involvement in critical accounting activities.
* Lead organizational change initiatives and support the adoption
of new financial systems and processes.
Qualifications

Required Qualifications

* Bachelor's degree in Accounting, Finance, or a related field.
* Strong technical accounting knowledge and experience with GAAP,
general ledger accounting, financial statements, and month-end
close procedures.
* Demonstrated experience overseeing accounting operations and
financial reporting.
* Experience managing accounting transitions, process
improvements, financial system implementations, or organizational
accounting transformations.
* Strong understanding of account reconciliations, internal
controls, audit coordination, and financial compliance.
* Experience developing financial forecasts, cash flow
projections, and accounting procedures.
* Proficiency with accounting and financial management systems,
including ERP platforms.
* Strong leadership and people management skills, with the
ability to manage, mentor, and develop accounting staff.
* Excellent written and verbal communication skills, with the
ability to work effectively with executive leadership and
cross-functional teams.
* Ability to operate in a hands-on capacity while building
processes and managing organizational change.
Preferred Qualifications

* Active Certified Public Accountant (CPA) license strongly
preferred; exceptional candidates without a CPA designation will
also be considered.
* Experience with Sage Intacct; familiarity with NetSuite or
similar ERP platforms is also valuable.
* Experience implementing financial technology platforms such as
Ramp or comparable expense management, accounts payable, and
corporate card solutions.
* Experience transitioning accounting functions from outsourced
providers to an internal accounting team.
* Experience coordinating external audits, tax filings, and Form
990 preparation.
* Background in nonprofit organizations is not required;
candidates with for-profit accounting and finance experience are
encouraged to apply.
* Experience leading accounting system migrations, financial
process redesign, and internal control improvements.

Controller

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