Salary Range: $66,240 - $82,800
UWC-USA is seeking a full time Controller to begin in the 2020-2021 school year. This
is a full-time, exempt, salaried position reporting to the Chief Finance & Operations
Officer. The Controller leads the Business Office. The Business Office accounts for the
school’s finances and provides timely, meaningful, and accurate financial information to
management to monitor and make decisions. The Business Office provides customer
service and support to internal and external constituents that includes but is not limited
to staff, faculty, students, parents, vendors, National Committees, auditors and others.
The ideal candidate will be highly proficient, detail orientated and hard working while
continuously developing their skills and knowledge in the area of Finance and
Duties & Responsibilities:
- Coordinates and co-directs the preparation of departmental budgets and financial forecasts
- Presents, in conjunction with the President & CFOO, the proposed school budget to the Finance Committee for approval
- Actively monitors the approved budget and provides monthly budget-to-actual reports to, SLT and Department Heads and quarterly financial statements to the CFOO.
- Identifies and informs the President, CFOO, and the Finance Committee of the causes of significant variances and suggests corrective action if necessary.
- Presents suggested revisions to the budget, if necessary, in response to significant or unforeseen developments
- Provides proactive communication to the campus community about departmental budget statuses including budget oversight responsibilities and relevant fiscal information
- At the direction of the CFOO, prepares financial reports and analysis for the Finance Committee Chair and Chairman of the Board of Trustees
- Reviews all work of the Business Office Accounts Payable, Accounts Receivable and Payroll to ensure accuracy and completeness
- Prepares journal entries to the general ledger as needed
- Works with the Payroll Vendor to obtain Weekly, Biweekly, Monthly, Quarterly and Annual Payroll Reports
- Keeps abreast of current trends, practices and developments in accounting and finance
- Keeps abreast of laws regarding compensation, benefits, forms 1099 and other required filings.
- Creates and applies fiscal controls and procedures
- Ensures compliance with all federal, state and local regulations
- Evaluates and assists in the implementation of software programs used in the Business/Accounting offices
- Coordinates and oversees annual audit, prepares audit schedules, and is the primary liaison with the auditors.
- Coordinates and oversees the preparation of the annual tax return, form 990
- Coordinates the discrimination testing and preparation of 5500 tax forms for the College’s tax deferred annuity program
- Assists administrative team members as needed, specifically with Board reports and/or enrollment statistics and scholarships
- Coordinates student billing with National Committees, IO, and Director of Admissions
- Works closely with the Director of Admission, Davis Scholars Program, UWC International Office, and other related cash flows to monitor funds to be disbursed across the UWC movement.
- Oversees student medical insurance plans and liaises with the Director of Admissions regarding students who cannot pay insurance premiums.
- Coordinates the creation of new student bank accounts
- In consultation with the CFOO, reviews and negotiates contracts submitted to the College by vendors or contractors seeking to do business with the College Records and reconciles Investment Pool Activity
- Reconciles investment accounts (12+ Managers)
- Works with Admissions & Advancement to reconcile and record all donation and endowed scholarship activity for the College
- In consultation with the CFOO, reviews and negotiates contracts submitted to the College by vendors or contractors seeking to do business with the College
- Establishes methods for evaluating the business office processes to ensure their continued effectiveness and make improvements as needed
- Works collaboratively with Human Resources Manager on items such as but not limited to benefit management, unemployment claims, worker’s compensation claims, and insurance claims.
Leadership and strategic planning
- Attends and participates in senior staff team meetings when requested
- Coordinates and participates in Finance Committee meetings
- Coordinates and participates in various College committees
- Participates and contributes to strategic decision making with financial and accounting implications
- Leads Business Office administrative and support staff
- Exceptional interpersonal skills.
- Excellent oral and written communication skills.
- Have in-depth knowledge and experience in not-for-profit financial accounting, fund accounting, demonstrated knowledge of financial controls, possess strong interpersonal skills, and think strategically.
- Knowledge of accounting processes, procedures, and documentation, as applicable to an educational institution.
- 3-5 years of experience in QuickBooks.
- Ability to create, compose, and edit written materials.
- Ability to gather data, compile information, and prepare reports.
- Ability to analyze and solve problems.
- Ability to work effectively in a diverse community.
- Ability to maintain the highest level of confidentiality.
- Competency in word processing and databases.
- Consistent ability to work collaboratively with others
- Leadership abilities necessary to create a positive and productive work environment in the business office.
- Ability to interpret and analyze informational needs, and provide general technical advice and guidance in area of specialty
- Ability to communicate complex financial information to campus constituents in a simple and understandable way
- Sense of humor
- Work is normally performed in a typical interior/office work environment.
- Requires sitting for long periods of time.
- None or very limited physical effort required.
- None or very limited exposure to physical risk.
- Bachelor’s Degree in business, finance, or accounting
- Must possess required knowledge, skills, abilities and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed
- 3 to 5 years’ experience directly related to the duties and responsibilities specified.
- CPA and/or Master’s Degree in Accounting
This position is an exempt, full-time position. Compensation is commensurate with
experience; and UWC-USA offers a competitive benefits package.
UWC-USA is an international boarding school. It enrolls 240 students in grades 11 and
12. All students follow the IB Diploma Program. Roughly twenty-five percent of the
students come from the U.S.; the remainder represent more than 90 different countries.
Students are admitted on the basis of merit, potential, and promise.
A UWC-USA application, letter of interest specific to the position, resume, and a list of
references may be emailed to email@example.com. Application forms may be found at
Applications will be accepted until the position is filled. UWC-USA is an equal opportunity employer.
UWC-USA does not discriminate in its educational programs, activities, or admission
and employment practices based on race, color, national origin, gender, sexual
orientation, disability, age, religion, ancestry, or any other legally protected class.