Controller

Description

The Role

This individual will perform a variety of duties and tasks, along with helping supervise the accounting team, as well as related work directly associated with the business operations of the DRC and its affiliates. The primary areas will include financial system administration; revenue, expense, payroll, cash and general accounting; financial reporting; tax filing(s) support; internal controls and other areas as designated. This individual must exercise discretion and independent judgment with respect to matters of significance including (i) implementation and interpretation of the DRC’s accounting policies and procedures and (ii) personnel management. This individual supports all affiliates of the Chamber as required.

Reporting Structure

This individual will report directly to the Vice President of Finance and assist with overall operations of this team.

Our Guiding Principles

Our guiding principles underpin everything we do. The Controller is expected to consistently demonstrate the DRC’s GREAT guiding principles.

• Growth: We foster a culture of continuous learning, innovation, and personal and professional growth, empowering our team members to reach their full potential.
• Responsibility: We are self-starters who take ownership of our actions and commitments and honor our responsibilities to our teammates, members, partners, and community.
• Excellence: We strive for excellence in everything, delivering high-quality services and experiences that drive positive outcomes for our members and the Dallas Region.
• Adaptability: We embrace the chance to improve every day, constantly looking for opportunities to help the Dallas Region be even better tomorrow than it is today.
• Teamwork: We play a team sport, working together to achieve common goals, making sure our teammates feel valued and included, and cheering each other on along the way.

Key Responsibilities

To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The duties and responsibilities include the following, though other duties may be assigned.

Financial System Administrator

• Work closely with VP Finance and Managing Director of Accounting to ensure Sage 500 system administration duties are fully implemented and periodically reviewed.
• Actively partner with the VP Finance, Nimble System Administrator, accounting team and others to plan, organize and implement Sage Intacct or other cloud-based accounting application, as the DRC strives to make technology enhancements in the finance and accounting area.
• Work closely with the accounting team and Nimble System Administrator, Member Engagement Team and other operating teams to ensure product order transactions are set up timely and accurately and accounted for properly.

Revenue, Expense, Payroll, Cash and General Accounting; Financial Reporting, Internal Controls, and Projects

• Ensure the day-to-day accounting and financial reporting activities of the DRC and its affiliates are reported accurately and in a timely manner and comply with the system of internal controls as well as Generally Accepted Accounting Principles.
• Work with our internal team and outside accounting firm to ensure that the annual financial statements are audited and completed accurately and timely.
• Ensure revenue is properly recognized, along with expenses according to GAAP.
• Prepare (as appropriate) or review / approve accounting journal entries or documents for accuracy and compliance with GAAP or FASB, internal policies and procedures, and state and federal statutes.
• Review all material balance sheet accounts and reconciliations on a periodic (preferably monthly basis) and ensure all reconciling items are cleared in an accurate and timely basis.
• Assess the allowance for doubtful accounts each month and revise the balance based on collection status and expectations.
• Ensure year end accruals, management estimates and GL account balances are correct.
• Review expenditures through Accounts Payable, including DRC credit card activity to ensure proper approvals are obtained and the related accounting is accurate.
• Monitor and ensure all cash and investment transactions are accounted for timely and accurately and account reconciliations are completed monthly.
• Ensure timely and accurate accounting for all grants and contributed in kind services.
• Implement new accounting pronouncements and incorporate operational process improvements as appropriate.
• Periodically volunteer for and support DRC events and help with assignments, as requested.
• Work on projects and other activities as necessary and as requested.

Tax Filing(s) Support

• Work with DRC’s internal team and outside tax accounting firm to ensure that the Form 990 annual tax returns are prepared accurately and filed timely.
• Work with DRC’s internal team to ensure other tax filings are completed accurately and in a timely manner, such as annual property tax rendition

Internal Controls and Projects

• Maintain systems and controls necessary to provide accurate approval and accounting of expenditures for departments, programs, events and grants.
• Maintain the finance procedure manual and update as necessary.
• Participate, as necessary, in the periodic Finance & Audit Committee and Investment Committee meetings.
• Work on special projects that support DRC operations as assigned or initiated.

Supervisory Responsibilities

Help supervise the Accounting team, which may include a Coordinator, Manager, Director, and Managing Director positions. Maintain a skilled, well balanced, cross-trained team of accounting personnel.

Qualifications

• Bachelor’s degree with business major and emphasis in accounting, along with 5 years of financial systems and accounting experience, including financial reporting, full-month-end close, general ledger, revenue accounting / billing, payroll, fixed assets, and accounts payable experience 
• CPA certification required
• Accounting system software knowledge - Sage Intacct a plus
• Advanced skills in Microsoft Office – Excel, Word, PowerPoint a plus
• Accounting Subledger / CRM system expertise for Billing, AR and Cash transactions - Salesforce / Nimble AMS a plus
• Experience with nonprofit governance a plus

Physical Requirements

The physical requirements and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

• Moderate noise level
• Occasional standing and lifting of at least 5 pounds
• Long periods of sitting
• Occasional travel