Controller

Whole Health Clinical Group; Milwaukee, Northern (WI, KY); Hybrid; USD 105,000 - 150,000; Full time

Job summary

Whole Health Clinical Group seeks a Controller to direct the Finance Teams, ensuring accurate financial reporting, timely budgeting, and strong internal controls. This role focuses on safeguarding assets, vendor payments, and compliance with funding sources while collaborating with CPA firms during audits.

The position requires 10–12 years of supervisory experience in nonprofit or healthcare accounting, with a Bachelor's degree in accounting, finance, or business administration; a Master’s is

Qualifications

• Bachelor’s degree in accounting, finance or business administration; Master’s preferred.
• 10–12 years relevant experience in public accounting, healthcare accounting or finance, or non-profit accounting/finance; ten years supervisory experience preferred.
• Current CPA license is desired, but not required.
• Travel type: Less than 10%
• Valid driver’s license and vehicle insurance as per agency policy.

Responsibilities

• Provide effective leadership for management employees supervised, including setting goals, monitoring progress, and coaching.
• Direct, maintain, and revise financial accounting and reporting systems for stakeholders.
• Maintain relationships with banks, auditors, insurers, vendors and funding sources.
• Lead annual budget, audits, and tax reporting including Form 990 submissions.
• Oversee treasury functions and develop project plans for initiatives.
• Perform other duties as assigned.

Skills

Leadership

GAAP

Not-for-profit accounting

Financial reporting

Budgeting

Internal controls

CPA license

Education

Bachelor’s degree in accounting, finance or business administration

Master’s degree preferred

Tools

Microsoft Office

Job description

Job DetailsJob Location: CFI Main Campus - Milwaukee, WI 53233Position Type: Full TimeEducation Level: Bachelor's DegreeTravel Percentage: Minimal; Less than 10%Job Category: ExecutiveJob Purpose: The Controller will direct the Finance Teams in a manner that fosters teamwork and customer service, focusing on accurate and timely financial reporting, billing for services provided, and payment to vendors. This position also will design and implement proper internal control procedures in all Finance areas to ensure that Agency assets will be maximized and properly safeguarded.

Essential Job Functions:

(Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.)

• Provide effective leadership for management employees supervised, including: setting clear goals and objectives, monitoring progress toward goals and objectives, providing feedback and coaching, reviewing and recognizing performance, and adjusting workload and duties to best execute department objectives.
• Direct, maintain, and revise financial accounting and reporting systems to effectively communicate financial results of operations to management, Board of Directors, Finance Committee, Audit Committee, funding sources, and others, as necessary.
• Maintain and develop relationships with outside service organizations doing business with the agency, such as banks, audit firms, insurance companies, third party service providers, vendors, governmental and nongovernmental funding sources, and other regulatory bodies.
• Maintain knowledge on trends and best practices affecting accounting, compensation, and financial reporting in the not-for-profit industry. Implement new technology or practices as necessary.
• Design and implement financial internal control standards to safeguard agency assets such as cash, receivables, inventories, and fixed assets.
• Lead the preparation for and completion of the annual budget, annual financial audits, state and federal tax reporting for exempt organizations, including: working directly with CPA firm to coordinate the audit process from start to finish, leading an internal team to ensure timely account reconciliations and preparation of all, document requests and required schedules, preparing and reviewing final schedules and disclosures, and presenting final audit reports and/or Form 990 for senior leadership review prior to distribution or filing.
• Lead on all Treasury functions.
• Develop project plans to complete identified initiatives.
• Other duties as assigned.

Supervisory Responsibilities:

• Performs human resources responsibilities for employees which includes onboarding, training, coaching on performance, completes performance reviews and overall employee morale. Recommends hiring, terminations, compensation changes, promotions, corrective action decisions and terminations. Reviews and approves accurate report of time.
• Responsible for ensuring that personal actions, and actions of employees supervised, comply with the policies, regulations, and laws applicable to the program funders, contracts, and CFI business.

QualificationsRequired Education, Experience, Certifications, Licensure and Credentials:

Minimum Required Education:Bachelor’s degree in accounting, finance or business administration, Master’s degree preferred.

Minimum Required Experience:Minimum of 10-12 years relevant experience in a public accounting, healthcare accounting or finance, or non-profit accounting or finance, or an equivalent combination of education and experience.Ten years of supervisory accounting or finance experience also required, preferably in a non profit organization.

Required License/Certification/Registration: Issued By Governing Body (if applicable):Current CPA license is desired, but not required, without limitations that are incompatible with duties, responsibilities, supervision or practice setting.

Travel Type: Less than 10%

Required Valid Driver’s License: Valid driver’s license

Required Auto Insurance:Vehicle liability insurance in accordance with Agency policy

Knowledge – Skills – Abilities:

• Extensive knowledge of PC based software applications, including the Microsoft product line.
• Effective communication, including organizing data clearly and concisely for presentation purposes, and gaining cooperation from others to obtain information and accomplish goals.
• Thorough knowledge of not-for-profit accounting, federal and state funding rules and reporting, 990 tax reporting, GAAP, and consolidations.
• Operating effectively under pressure, prioritizing duties and functions effectively in a multi-tasking environment and recovering quickly from setbacks
• Ability to operate under Agency and departmental procedures and guidelines.
• High degree of ethics and integrity.
• Leadership and relationship building skills, including: encouraging creative differences, resolving disagreements in a constructive manner, fostering a diverse, inclusive and cooperative workplace, developing the abilities of others, holding self and others accountable to achieve objectives, and taking action to address performance concerns
• Long-term, adaptable mindset, including: developing new insights into situations, encouraging new ideas and innovations, designing and implementing new or cutting-edge programs/processed, and quickly adapting to new information and unexpected obstacles
• Understands and keeps up to date on local, national and international policies and trends. Aware of the organizations impact on the external environment.
• Formulates objectives and priorities. Implements plans consistent with the long-term interest of the organization. Capitalizes on opportunities and manages risks.
• Anticipates and meets the needs of both internal and external customers. Delivers high-quality products and services. Committed to continuous improvement.
• Makes well-informed, effective and timely decisions, even when data are limited, or solutions produce unpleasant consequences. Perceives the impact and implications of decisions
• Positions the organization for the future success by identifying new opportunities. Builds the organization by developing or improving products or services. Take calculated risks to accomplish organizational objectives.
• Identifies and analyzes problems. Weights relevance and accuracy of information. Generates and evaluates alternative solutions. Makes recommendations
• Understands and appropriately applies principles, procedures, requirements, regulations, and policies related to specialized expertise.
• Understands the organizations financial processes. Prepares, justifies and administers the program budget. Oversees procurement and contracting to achieve desired results. Monitors expenditures and uses cost-benefit thinking to set priorities.
• Builds and manages workforce based organizational goals, budget considerations and staffing needs. Ensures that employees are appropriately recruited, selected, appraised and rewarded.
• Keeps up to date on technological developments. Makes effective use of technology to achieve results. Ensures access to and security of technology systems.
• Develops networks and builds alliances. Collaborates across boundaries to build strategic relationships and achieve common goals.
• Identifies the internal and external politics that impact the work of the organization. Perceives organizational and political reality and acts accordingly.

Physical Requirements, Visual Acuity, and Work Conditions:

• Physical Requirements:This position works in a general office setting, Monday through Friday. No weekend or holiday hours required. Overtime is required periodically to meet deadlines. Flexibility in meeting deadlines is necessary. This position frequently communicates with staff and internal customers about their financial status and must be able to accurately exchange information. This position regularly operates a computer and other office productivity equipment. This position regularly reviews and identifies trends in financial reports in paper or electronic format. This position may be required to travel to other agency locations on occasion.
• Visual Acuity:The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal.
• Working Conditions: None: The worker is not substantially exposed to adverse environmental conditions.