Controller

Homewise Inc.; Albuquerque, Santa Fe (NM, NM); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Homewise Inc. is seeking a Finance Director to oversee accounting, treasury, payroll, and financial reporting. The role requires strategic leadership, strong GAAP knowledge, and collaboration with the CFO and executive team.

The position offers a hybrid work schedule with alternating offices in Santa Fe and Albuquerque, and travel as needed. Ideal candidates will have a CPA, 5+ years in financial analysis, experience with Sage Intacct, and a background in non-profit finance.

Qualifications

• Bachelor's degree in business, accounting, finance, economics, mathematics or related field.
• 5+ years of financial/accounting analysis experience in a financial institution.
• Active CPA designation preferred.
• Non-profit experience preferred.
• Sage Intacct experience preferred.
• Master’s Degree/MBA preferred.

Responsibilities

• Provides timely status of financial condition by collecting, interpreting and reporting key data.
• Leads external audit process and tax return preparation with Auditor.
• Maintains accounting policies and procedures.
• Ensures timely bank reconciliations and debt payments.
• Manages and analyzes budgets, profitability, cash flow and capital needs.
• Collaborates with CFO, Finance Director, and executives to support decision making.
• Supports grant data collection and reporting for compliance.

Skills

Strategic thinking

Technical capacity

Customer service

Listening skills

Communication skills

Flexibility

Computer skills

Work independently

High standards

Spanish language (nice to have)

Education

Bachelor's degree in business, accounting, finance, economics, mathematics or related field

5+ years financial/accounting analysis experience

Active CPA designation

Non-profit experience

Sage Intacct experience

Master’s Degree/MBA

Tools

Sage Intacct

Microsoft Office

Job description

Description

Finance Director

Classification: Exempt

Yes

Mission

The mission of the Controller is to maximize the return on financial assets by establishing financial policies, procedures, controls, and reporting systems. This position ensures legal and regulatory compliance for all accounting and financial reporting functions. The Controller also oversees fund and general accounting, accounts receivable/collection, treasury/cash management, payroll/benefits administration, and risk management.?

Reports to: Chief Financial Officer and Finance Director

Supervisory Responsibilities

Yes

Essential Functions

The Controller is responsible as follows:

• Provides timely status of financial condition of the company by collecting, interpreting and reporting key financial data internally and externally in conjunction with the Finance Director and the Data and Reporting Manager.
• Calculates variances from the budget and reports significant issues to management; provides for a system of management cost reports.
• Reports results, identifies trends and makes recommendations based on the analysis performed to solve day-to-day financial business problems.
• Maintains a documented system of accounting policies and procedures.
• Ensures that periodic bank reconciliations are timely and accurately completed.
• Ensures that required debt payments are made on a timely basis.
• Tracks financial covenants and performance ratios
• Leads the external audit process
• Leads tax return preparation with the Auditor.
• In conjunction with the Finance Director and the CFO, applies advanced knowledge to perform a full array of complex financial analysis that may include income, profitability, liquidity, cash flow, capital, leverage, and asset and liability management.
• Evaluates and advises the CFO on the impact of long-range planning, introduction of new programs/strategies and regulatory action.
• Works closely with Senior Leadership, the CFO, the Finance Director, and IT to implement financial tools and solutions that are flexible and responsive, aiding the business with problem solving and decision making.
• Provides timely and accurate analysis of budgets, financial reports and financial trends in order to assist the Chief Executive Officer, the Chief Financial Officer, and the Board and other managers in performing their responsibilities.
• Teach others about financial processes, drivers and systems ensuring information sharing and knowledge transfer.
• Works with Resource Director and Policy & Resource Development to provide financial data for grant requests and ensure that systems are in place to track specific grant requirements, deliverables, etc.
• Assists CFO, Resource Director, and Policy & Resource Development in working with financial institutions and other organizations to secure required capital for organization
• Partners with CFO and Finance Director to evaluate cash management strategy and implement changes as necessary, ensuring that cash is being adequately managed.
• Uses the Homewise, Inc. STARS database system, Sage Intacct, Bill.com, Paylocity, Microsoft Suite and other electronic tools to provide the best service to customers.
• Complies with all applicable regulations, policies, and procedures.

Expected Outcomes

• Accurate and timely publishing of Homewise’s and subsidiary financial statements by the 15th of each month.
• Unqualified audit opinion with no significant findings or material weaknesses noted.
• Ensuring continued development of team members and cross training for every task.

Competencies

• Strategic thinking. Must be able to think strategically about the future of Homewise’s accounting function within the department’s operations and with other managers.
• Technical capacity. Must understand Homewise’s financial business model and manage funds to the maximum benefit of Homewise.
• Customer service. Extremely responsive to internal and external customer requests, exceeding customers’ expectations. Abides by Homewise, Inc. Customer Service Standards.
• Listening skills. Listens to understand others’ viewpoints. Anticipates customer needs and offers innovative solutions.
• Communication skills. Able to clearly present issues – both orally and written.
• Flexibility and adaptability. Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
• Computer skills. Competence in Microsoft Excel, Word, Outlook, Windows and other software applications as appropriate.
• Work independently. Ability to work independently with little or no supervision.
• High standards. Expect personal performance to be nothing short of the best.
• Spanish speaking would be a plus, although not required.

Education And Experience

Minimum Requirements

• Bachelor’s degree in business, accounting, finance, economics, mathematics or a related field
• 5+ years of financial / accounting analysis or related work experience in a financial institution.

Preferred

• Active CPA designation
• Non-profit experience
• Sage Intacct experience
• Master’s Degree/MBA in business, finance, economics, mathematics, or related fields.

Work Schedule

• Hybrid, Homewise Office schedule, alternating between Santa Fe and Albuquerque Offices
• Ability to travel as needed.
• Must be able to work flexible hours including evenings or weekends as needed.
• Physical Requirements
• This is largely a sedentary role.
• Must be able to occasionally lift up to 20 pounds