The Sobrato Organization Headquarters
599 Castro Street Suite 400
Mountain View, CA 94041
(650) 876-7010

 

Position Announcement : Controller

 
Controller ; Reports to Chief Finance & Administrative Officer , Oakland, CA
 

About Us:

The Sobrato Family is committed to building a strong and vibrant Silicon Valley community through business and philanthropic leadership. To support these efforts, the Sobrato Family Foundation operates as a place-based grant maker that invests exclusively in organizations serving those most in need in Santa Clara, San Mateo and Southern Alameda counties. The Foundation’s portfolio utilizes both cash and real estate to achieve maximum impact, providing multi-year cash grants for general operating support and in-kind office and meeting space at its three nonprofit centers located in Redwood Shores, San Jose and Milpitas. SFF has two strategic grantmaking platforms: 21st Century Education and Pathways for Success.

 

SFF also supports special initiatives such as its Sobrato Early Academic Language program (SEAL) in schools serving preschool-grade 5.  SEAL (is a program within the Sobrato Family Foundation and successfully operating in 20 Districts and in over 100 schools. After 10 years of rapid growth, continued success, and ripe opportunities throughout the state, SEAL will be spinning off to become its own independent nonprofit organization.  We are beginning to build our own governance and organizational infrastructure. 

 

About the Position:

This position is critical to supporting the transition from being a program within the Foundation into an independent organization and managing relationships, integrated systems, and processes through the transition. Interfacing with the Foundation to understand current financial operations, analyze needs for new operations and functions, and managing the transition will all be important elements of this position. One of the key areas in the transition is setting up integrated systems to manage the financial functions of the new organization.  The Controller will be responsible to manage the integrity of these systems to ensure data transference and the proper financial functions in accordance with GAAP through all transaction within and throughout these systems.

The Controller will have functional responsibility over grants, accounts payable, accounts receivable while maintaining a thorough understanding of grant related transactions and activity. As part of this role, the Controller will support accounting activities through integrated systems (i.e. Sage Intacct, Concur & ADP).  The Controller will report to the CFAO and work to ensure program leaders and their staff are properly counseled in finance and accounting procedures according to GAAP. The Controller will also explore how the finance function can best support program operations.

 

Competencies:

 

This position requires attention to detail and enjoying working within a small, fast-paced, entrepreneurial environment that is mission-driven, results-driven, and community-oriented. The ability to exercise good judgment in a variety of situations, work under pressure, be proactive, resourceful and efficient, with a high level of professionalism is critical for this role. Excellent written and verbal communication skills, strong decision-making ability and attention to detail are essential. Working independently from conception to completion, and the ability to manage multiple priorities while being exceedingly well organized, flexible and enjoying the challenges of a growing organization are all key competencies. This individual must quickly earn the trust of multiple stakeholders, be a team player, and have strong analytical and business acumen and excellent process management. As Controller, it is critical to be dependable and responsible in maintaining confidential information. Strong computer, oral, listening and written communication skills are also essential.

 

Essential Duties and Responsibilities:

  • The Controller will be responsible for the documentation of organization’s accounting processes, workflows, procedural material.
  • Responsible for IRS and other compliance & regulatory accounting practices. Manage all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements.
  • Oversee the grants and contracts management area. Reconcile and track grant/contract receipts and expenditures, following up on collections.
  • Prepare regular and ad hoc internal and external financial statements, cash flow, and budget reports.
  • Coordinating activities of external auditors and other outside parties Assist in documentation and monitoring of internal controls.
  • Assist with the fiscal preparation of proposals for funding.
  • Evaluating the effectiveness of accounting and other software and supporting databases. Compile and analyze systems including Intacct and Concur
  • Integrate various systems and databases, leverage new technology and responding proactively to program needs
  • Develop and monitor business performance metrics in Intacct
  • Primary responsibility is to prepare and analyze financial statements and supporting schedules according to monthly close schedule; run trial balances and financial statements, report on variances
  • Analyze revenues and expenses to ensure they are reconciled and recorded appropriately on a monthly basis
  • Assist with preparing tax returns and agency reporting requirements and assist with financial and tax audits. Assist with the preparation of year-end audit schedules and reports
  • Maintain bookkeeping and accounting records for agency: including general journal and cash accounts, bill paying, and monthly account reconciliation
  • Create and maintain cash flow analysis, balance sheets, and income statements, analyze general ledger account balances
  • Coordinate billing for vendors, establishment new vendors
  • Prepare journal entries and post to general ledger
  • Working on various ad hoc projects as needed

Education / Experience:

  • Minimum Bachelor’s degree in Accounting, Economics or Finance Required. Masters or CPA desirable.
  • A working knowledge of accounting in accordance with Generally Accepted Accounting principles (GAAP). To include significant experience in or knowledge of nonprofit accounting, grant accounting compliance and reporting.
  • Prior nonprofit finance experience with successful track record in a senior financial management role for at least 8+ years is essential. At least five years of experience as a Controller or equivalent, in a nonprofit organization with a budget of at least $8 million.
  • Solid analytical, technological, and organizational skills with attention to priorities and details.  Strong conceptual and critical thinking abilities.
  • Grants & Contracts experience preferred in a grant management capacity
  • Demonstrates a high degree of initiative and resourcefulness, continually seeks information, and looks for new approaches to processes, practices, and learning.
  • Excellent computer skills to include MS Office Suite especially MS Excel; experience with database management is expected; managing and driving usage of integrated systems is preferred.  Intact Finance Software experience preferred
  • Keen analytical, organization, and problem-solving skills that support and enable sound decision making in a complex organization; demonstrated resourcefulness in setting and guiding investment in people and systems.
  • Excellent written/oral communication and interpersonal skills.
  • Exceptionally self-motivated and directed. Ability to motivate in a team-oriented, collaborative environment.
  • Ability to work closely with those inside and outside the organization
  • Demonstrated ability to effectively be part of collaborative workforce.  Highly resourceful team-player, with the ability to also be extremely effective independently.
  • A strong sense of self-confidence, self-awareness, and a self-starter.  Forward looking thinker, who actively seeks opportunities and proposes solutions.
  • Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response.
  • Ability to execute special projects as assigned.

Supervisory Responsibilities:

  • Not Applicable currently but may be in future

Other:

  • Less than 5% travel within the US.

Additional Information:

  • Salary commensurate with experience
  • Highly competitive benefits package
  • Full-time, exempt position 

Equal Employment Opportunity: 

The Foundation is an equal opportunity employer, welcomes a diverse pool of applicants, and makes employment decisions on the basis of merit. Foundation policy prohibits unlawful discrimination based on race, color, religion, gender, sexual orientation, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, military service, legally protected medical condition, or any other consideration made unlawful by federal, state, or local laws. 

Working Conditions:

 The organization’s headquarters is located in an office building.  Job demands may require long periods of sitting; telephone work and/or computer work, as well as interactions with other staff members, external vendors and SEAL external constituents.  Position may require occasional lifting of heavy boxes, up to 40 pounds, and filing in lateral and upright file cabinets. 

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