Financial Controller

PeopleFund; Austin (TX); On-site; USD 108,000 - 132,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Disability insurance

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Vision insurance

Job summary

PeopleFund, a values-driven nonprofit financial services organization in Austin, seeks a Financial Controller to enhance financial integrity and governance. You will oversee accounting, investor reporting, audits, and KPI tracking while ensuring compliance with FASB and regulatory requirements.

The role reports to the CFO and leads accounting, audit, and financial analysis across the organization. CPA is required, MBA preferred, with 10+ years in accounting/finance and 2+ years in a similar role.

Qualifications

• CPA required
• MBA preferred
• 10+ years of experience in accounting and finance roles
• 2+ years in a similar role
• Non-profits experience advantageous
• Experience with government contracts/grants advantageous
• Experience in Financial Services advantageous
• Advanced computer skills including MS Office
• Exceptional communication skills
• Results-oriented, strategic thinker and planner

Responsibilities

• Maintain accuracy and completeness of general accounts and internal controls.
• Oversee financial accounting system and close processes.
• Lead the audit process, including IRS 990 and financial statements.
• Manage monthly, quarterly, and semi-annual reporting cycles.
• Handle cash management and risk management activities.
• Own management and investor reporting and financial analysis.
• Ensure investor relations reporting accuracy and support investment portfolio management.
• Ensure reporting aligns with FASB standards and coordinate with auditors.
• Support CFO with monthly and annual financial plans and budgets.
• Support facilities management and HR functions as needed.
• Communicate potential risks clearly and timely.
• Perform other duties as assigned.

Skills

Exceptional communication

Results oriented

Strategic thinking

MS Office

Education

Bachelor's degree in Accounting/Finance

MBA preferred

Tools

MS Office

Job description

PeopleFund is seeking a Financial Controller to strengthen financial integrity and ensure accurate, complete reporting through well-defined procedures, controls, and disciplined reporting cycles. The role reports to the CFO and provides leadership across accounting, audit, investor reporting, and financial analysis.

Key Responsibilities

• Maintain the accuracy and completeness of PeopleFund’s general accounts and internal financial controls.
• Oversee and manage the financial accounting system.
• Lead the audit process, including the IRS 990 report and financial statements.
• Manage monthly, quarterly, and semi-annual reporting cycles.
• Handle cash management and risk management activities.
• Own management and investor reporting, including financial and investment analysis.
• Ensure accuracy of investor relations reporting and support investment portfolio management.
• Support full transparency of the company’s financial performance through adherence to applicable accounting requirements.
• Ensure reporting aligns with FASB Accounting Standards, including working with auditors during the annual audit, preparing actual versus budget reports, tracking KPIs, and maintaining compliance.
• Support the CFO with monthly and annual financial plans and budgets.
• Support the Front Desk / Office Manager regarding facilities.
• Support HR functions as needed.
• Communicate potential risks in a timely and clear manner.
• Perform other duties as assigned.

Required Qualifications

• Bachelor’s Degree in Accounting, Finance, or a related field; MBA preferred.
• CPA required (professional accounting designation).
• 10+ years of experience in accounting and finance roles.
• 2+ years of experience in a similar role.
• Experience working in non-profits is an advantage.
• Experience working with government contracts and/or grants is an advantage.
• Experience working in Financial Services is an advantage.
• Advanced computer skills, including proficiency in MS Office.
• Exceptional communication skills.
• Results-oriented, strategic thinker and planner.

Technology

• MS Office

Compensation and Location

Salary: USD 120,000 per year

Work Location: Austin, TX (onsite)

Work Format: In person

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance