Assistant Controller

Job Summary/Objective

Responsible for supporting the organization’s financial operations by managing core accounting functions, ensuring timely and accurate reporting, and maintaining compliance with nonprofit accounting standards. This role plays a critical part in maintaining the financial integrity of the organization, with particular attention to requirements specific to a 501(c)(6) entity.

Essential Functions

• Perform and oversee core accounting processes, including accounts payable, accounts receivable, bank reconciliations, and general ledger entries.
• Assist with the preparation of monthly and quarterly financial reports, including variance analyses and supporting schedules.
• Support the CFO in the preparation and monitoring of the annual budget and financial forecasts.
• Prepare and maintain documentation for audits, regulatory filings, and tax return preparation in collaboration with external auditors and tax professionals.
• Maintain compliance with accounting policies, GAAP, and 501(c)(6) regulations, with attention to revenue recognition and membership dues.
• Identify opportunities to streamline financial processes and improve internal controls and reporting accuracy.
• Assist in monitoring cash flow and managing organizational banking activities.
• Provide support for Board reporting and financial presentations as needed.
• Collaborate with internal departments to ensure proper financial tracking of programs, grants, and member services.
• Serve as a resource for accounting staff and contribute to a collaborative, high-performing finance team environment.

Other Duties

• Assist the CFO with special financial projects, analysis, and reporting as needed.
• Assist in preparing financial documents for board meetings, as requested.
• Perform additional financial and administrative duties as required to support organizational goals.

Note: This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice.

Competencies

• Accuracy & Detail Orientation: Demonstrates precision in managing financial data, reconciliations, and reporting.
• Analytical Thinking: Capable of identifying discrepancies, trends, and opportunities for improvement.
• Process-Minded: Applies consistency and discipline to routine accounting tasks.
• Collaboration: Works effectively with other departments and external partners.
• Adaptability: Open to feedback and eager to grow professionally.
• Technology Proficiency: Skilled in accounting software and Excel; comfortable learning new platforms.
• Professional Integrity: Maintains confidentiality and adheres to ethical financial practices.

Required Education & Experience

• Bachelor’s degree in Accounting, Finance, or a related field.
• Certified Public Accountant (CPA) license or CPA eligibility preferred.
• Minimum of 3 to 5 years of progressive accounting experience, including at least 1 year in public accounting.
• Experience with nonprofit organizations is strongly preferred, particularly with 501(c)(6) entities.
• Proficiency in accounting software and financial management tools (such as MS Dynamics GP, Dynamics 365 Business Central, NetSuite, Sage Intacct, or equivalent).