The Position: The Controller coordinates accounting policies and procedures while overseeing the implementation of processes and programs within the Accounting Department. The Controller has authority over the day-to-day operations of the department including monthly close, financial statement preparation, budgeting, grant management, and independent financial audits. The Controller represents the department by providing essential communication to the CFO and departmental stakeholders to enhance the effective functioning of financial systems, controls, and processes.
Qualifications: Education and Experience:
Requires a Bachelor’s Degree in Accounting, Finance, Business Administration, or related field of study.
A minimum of five years of progressive professional management and financial experience preferably in an academic or nonprofit environment.
Knowledge, Skills, and Abilities:
High-level experience in managing complex financial reporting, forecasting, budgeting, analysis and planning.
Knowledge, experience and ability to manage complex information and computer systems.
Experienced in the supervision of personnel.
Effective communication/presentation skills and a proven track record of forming collaborative and effective working relationships with staff and external parties.
Must be detail-oriented with excellent communication skills.
Ability to act and operate with minimal daily supervision.
Experience coordinating financial audits including preparation of financial statements and related tax forms.
Experience with Microsoft Dynamics GP desired.
Intermediate knowledge of Microsoft Office; strong Excel skills expected.
Familiarity with state-of-the-art technologies enabling remote work and communication.
Working knowledge of database management; experience in a multiple server environment preferred.
Experience with grant administration.
Requires consistently sound judgment.
Some travel is required to support EDUCAUSE events, meet with the board, and participate in team meetings. The salary range is $100,000 - $115,000 and placement within this range is subject to experience and qualifications.
Monitors cash flow and expenditures relative to budget.
Interacts on behalf of the department with management and executives; acts as liaison with the Board of Directors when appropriate or assigned as part of the Audit and Finance/Investment Committees.
Prepares monthly financial summary report for management.
Oversees accounting and other business software as necessary for financial management, reporting, and effective functioning of the department.
Facilitates fiscal planning and financial analyses to assure plans are in place in the current and future budget year(s).
Manages and ensures financial compliance with compensation and benefits.
Manages and tracks program budgets; oversees appropriate documentation; identifies and resolves issues with reporting; identifies opportunities to improve financial position; assure correct cost and revenue allocations.
Assists with administration of the retirement plan as a member of the Fiduciary Committee; reconciles retirement withholdings, matching, and remittances.
Administers Concur AP Automation, reviews invoices for correct coding, approves payment, and imports transaction detail to accounting system.
Administers purchasing card program and reviews transactions for correct coding and compliance with policy.
Onboards new employees and trains supervisors on financial policies and procedures.
Grants and Contracts Administration:
Manages contracts using Agiloft contract management software and assures that appropriate fiscal compliance policies and procedures are in place.
Evaluates independent contractor status relative to state and federal laws.
Assists with vendor selection as needed, including requests for proposals.
Negotiates with vendors, including banks, to obtain favorable rates.
Manages grants by reviewing budget and progress reports, tracking expenses, assisting with projections, and coordinating with the employee liaison.
Acts as the resource for the determination and application of EDUCAUSE fiscal policies and procedures as well as being knowledgeable of state and federal laws and standards.
Utilizes appropriate counsel to clarify legal issues or concerns.
Assesses enterprise risk and proposes mitigation measures as needed.
Responsible for all privacy-related initiatives and inquiries.
Audits and Reports:
Directs and oversees monthly close and financial statement preparation by approving all journal entries, reviewing account balances and reconciliations, and researching variances compared to budget and prior year.
Assists in the annual budget process through financial forecasting, review of budget inputs including capital projects, and discussion with key stakeholders.
Manages the annual independent financial audit and form 990 through preparation of financial statements, account reconciliations, supporting schedules and other documentation.
Supports the annual independent 403(b) audit and form 5500 through preparation of financial statements, census report, and supporting schedules.
Assures appropriate processes and procedures are in place to optimize fiscal operations and carry out day-to-day activities.
Conducts training, corrective action, performance discussions, coaching, annual reviews, and terminations for finance personnel.
Service and Support:
Represents EDUCAUSE in a professional manner at all times; engages with co-workers, volunteers, and members in a civil, caring, respectful way.
Supports the professional development of others in their work to advance the mission and vision of EDUCAUSE.
Participate in EDUCAUSE events and activities as needed. Travel may be required to support EDUCAUSE conferences/events, research team operations, and external events relevant to the position.
Acts as a departmental liaison with employees, members, volunteers, volunteer groups, and clients.
Supports members in a manner that facilitates their growth, engagement, and enhances their EDUCAUSE experience.
As a frontline user of EDUCAUSE systems and data services, complies with data quality standards; adheres to data governance policies, procedures, and processes for ensuring data integrity. May act as the application or data collection lead for the department.
Performs other duties as assigned.
Diversity, Equity, and Inclusion: EDUCAUSE recognizes that the unique backgrounds, talents, skills, and contributions of every individual improve and enhance the quality of the organization. Creating an environment of equity and inclusion is each employee's responsibility. This includes, but is not limited to:
Treat everyone with dignity, respect, and fairness.
Share insights and input as work contributor.
Listen to and acknowledge others' contributions.
Contribute to an open and inclusive environment across demographic categories and physical locations.
Meet others at their point of need and help support organizational achievement.
As a supervisor, ensure everyone’s input is heard and considered.
About the Institution: EDUCAUSE helps those who lead, manage, and use technology to shape strategic decisions at every level. EDUCAUSE actively engages with colleges and universities, corporations, foundations, government, and other nonprofit organizations to advance technology innovation—of particular importance over the last two years, when technology has been a pandemic lifeline across the globe.
Through its many programs, services, publications, resources, and activities, EDUCAUSE and its members contribute to and elevate the international conversations related to the strategic role of technology in higher education, working to clarify the current environment, identify emerging trends and effective practices, and influencing the evolution of technology innovation in higher education.
Counting nearly 1700 colleges and universities as members, EDUCAUSE is at the crossroads of important higher education issues, and active individual members in the community span campus units, divisions, and roles, including enterprise IT, teaching and learning, cybersecurity, and more.
Membership is open to institutions of higher education, corporations serving the higher education information technology market, and other related associations and organizations. While the majority of EDUCAUSE members are located in North America, many of these institutions have a worldwide footprint, and a large proportion of member institutions are international.
Formed in 1998, EDUCAUSE was created through the merger of two organizations, CAUSE and Educom, comprising six decades of service to the thriving higher education technology community.
To Apply: Confidential review of applications will begin immediately and continue until the position is filled; for best consideration, apply by July 29, 2022. Please submit a PDF version of your resume and a letter of interest explaining your suitability for this position.
EDUCAUSE recognizes that the diverse backgrounds, talents, skills, and contributions of every individual improve and enhance the quality of the organization. EDUCAUSE is an equal opportunity/affirmative action employer with a strong commitment to diversity, equity, and inclusion. EDUCAUSE prohibits discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications by members of all underrepresented groups are encouraged.