Job Description

POSITION OVERVIEW

This position will partner with the CFO and Executive Team to share operational oversight of Sunbeam’s fiscal management, including financial reporting, grant management, budget performance, and forecasting. The Controller will lead and develop a strong internal team to support Sunbeam’s finance and accounting initiatives. This position works closely with the CFO to align financial operations and planning, policies, and accounting practices with Sunbeam’s strategic organizational plans.

ESSENTIAL FUNCTIONS

• Serve as the primary owner of day today accounting operations and financial reporting, partnering closely with the CFO on strategic planning, budgeting, and executive level financial decision making
• Work closely with Sunbeam’s leadership and executive teams to ensure financial information is reported accurately and timely for the purpose of achieving the strategic and operational goals and objectives of the organization.
• Analyze and present financial reports in an accurate and timely manner; clearly communicate monthly and annual financial statements; create financial reporting materials for all internal and external stakeholder groups, and oversee all financial, project/program and grants accounting.
• Partner with the CFO to execute the annual budget and financial planning process. This includes working closely with senior leaders to develop departmental budgets.
• Responsible for timely and accurate preparation and analysis of monthly and annual financial statements.
• Manage all Accounting department functions, including A/P, A/R, Payroll, Grants Management and Reporting, Financial Management and Reporting, and Purchasing.
• Manage the monthly close process, including timelines, reconciliations, variance analysis, and reporting deliverables.
• Lead and directly supervise assigned Accounting team members, setting and upholding expectations for individual and team performance.
• Oversee payroll processes and internal controls; provide backup support as needed while maintaining appropriate segregation of duties.
• Develop and maintain a strong understanding of Sunbeam’s operational and programmatic activities and interdependencies of supporting and collaborating with other internal administrative departments.
• Ensure sufficient funds are available to meet ongoing operational and capital investment requirements.
• Oversee the operations and systems of the finance and accounting departments, including organization wide training initiatives to support staff members utilizing these systems.
• Provide Board of Directors support in partnership with CFO for the review of financials to include attendance at Business Operations Committee meetings as scheduled.
• Assist with the development and implementation of policies and procedures with an emphasis on internal controls, process improvement and efficiencies, and compliance with uniform guidance and federal regulations.
• Oversee and maintain contract management system for vendors, grants, and other organizational obligations.
• Develop and maintain effective relationships with program staff, external partnerships, board members, grant agencies, and external auditors.
• Attend ongoing training to maintain current and accurate knowledge base in order to ensure compliance with generally accepted accounting principles and uniform guidance regulations.
• Assist in the planning, coordination and execution of the annual financial audit.
• Assist in the compilation of information for Sunbeam’s and the Foundation’s annual 990.
• Travel locally as required in the performance of responsibilities.
• Perform other appropriate and related responsibilities as assigned.

JOB QUALIFICATIONS

Minimally Required

Preferred

Education

Bachelor’s degree in Accounting, Finance, or closely related field

Master’s degree in Accounting, Finance, or closely related field

Experience

5+ years of progressive accounting experience

5+ years in nonprofit/exempt organizations with complex funding structures

License / Certification

CPA

Skills Knowledge

Abilities

Demonstrated commitment to Sunbeam’s mission and values, with an understanding of how financial stewardship supports children, families, and community impact.

Communicate in a professional manner, demonstrating dignity and respect for our internal, external and community members

Ability to work across functional areas to support the leadership of various departments

Experience gathering, evaluating, presenting, and reporting financial information to executive teams and external stakeholders

Strategic mindset and ability to serve as a partner to the CFO and executive team

Experience in effectively communicating and presenting financial reporting to leadership teams

Advanced knowledge of accounting and reporting software

Strong commitment to recruiting, mentoring, training, and retaining a diverse team

Strong analytic and problem-solving skills to allow for strategic oversight of financial management

Strong delegation and team management skills

Process, protect and exercise discretion in handling confidential information and materials

Ability to establish and maintain effective working relationships with employees, partners, and vendors

Ability to exercise initiative, work independently and exercise critical thinking skills

Advanced skills in excel

Valid Oklahoma driver’s license and state required vehicle insurance for any vehicle used in performance of job duties

Working knowledge and understanding of uniform guidance as it relates to allowed and unallowed costs

Experience in grants management (compliance and reporting)

Knowledge and understanding of early childhood education programs

Experience selecting and overseeing accounting or other software implementations

Experience with Sage Intacct software

Advanced Microsoft application knowledge

WORKING CONDITIONS

The working conditions described herein are representative of those an employee will encounter and must meet to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals to perform the essential functions.

Physical Demands

While performing the duties of this job, the employee is required to frequently communicate with staff and others, and must be able to exchange accurate information when doing so. The employee must be able to remain in a stationary position 50% of the time and occasionally move about inside the office to access file cabinets, office equipment, attend meetings, etc. Must be able to operate and use a computer. Must be able to detect, discern, distinguish, observe, inspect, and compare. Occasionally must be able to move needed materials weighing up to 20 pounds.

Work Environment

The employee will work in an office environment, in close quarters with other staff. The noise level in the work environment varies from moderate to loud; occasional disruptions may occur.

Other

This job description describes the general nature and level of work performed by employees assigned to this position. It does not imply that these are the only duties and responsibilities assigned to the job. Employee may be required to perform other duties as requested.

Sunbeam Family Services is an equal opportunity employer. We are committed to fairness and equity in employment practices for all persons without regard to any characteristic protected by federal, state, or local laws.

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