Controller

PeopleFund

$90K — $120K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting, Finance, or related field (MBA preferred)
  • Professional CPA designation
  • 10+ years in accounting and finance roles
  • 2+ years in a controller or similar position
  • Experience in non-profits, government contracts, or financial services advantageous
  • Advanced MS Office skills
  • Exceptional communication, strategic thinking, and planning skills

Responsibilities

  • Ensure accuracy of general accounts and internal controls
  • Manage financial accounting systems
  • Oversee audit processes and financial statements
  • Handle monthly, quarterly, and semi-annual reporting cycles
  • Conduct cash management and risk management
  • Oversee investor reporting and financial/investment analysis
  • Ensure transparency of financial performance and compliance

Benefits

  • Medical, dental, vision, and life insurance at no cost for employee coverage
  • 3 weeks paid time off plus 12 paid holidays
  • 401(k) retirement plan with match and immediate vesting
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) options
  • Dependent Child Care Spending Account available
  • Hybrid work environment
Full Job Description
Job Type

Full-time

Description

About the Role:
  • The Controller is responsible for taking on a leadership role for the financial integrity of PeopleFund. This will involve working with senior management and across functions to ensure the accuracy and quality of the financial reporting. While keenly overseeing the overall accounting process, the Controller plays a key role in developing and implementing financial procedures and controls to improve and maintain the quality and consistency of the financial statements of PeopleFund. The Controller will report to the CFO.


Is that you? Awesome! Let's talk about what you'll do at PeopleFund.

Job Duties and Responsibilities Include:
  • Ensure the accurateness and completeness of the general accounts and internal financial controls of PeopleFund.
  • Management of the financial accounting system.
  • Managing the Audit process including the IRS 990 report and Financial Statements.
  • Managing the monthly, quarterly and semi-annual reporting cycles.
  • Cash Management & Risk Management
  • Management and Investor Reporting & Financial/Investment Analysis
  • Ensure accuracy of the Investor Relations Reporting & Investment Portfolio Management.
  • Ensure full transparency of the financial performance of the company.
  • Ensure full transparency of the financial performance of the company through adherence to FASB Accounting Standards and complete and accurate reporting including but not limited to working with auditors in annual audit, actual vs budget reports, tracking of KPIs, and compliance.
  • Support the CFO with the preparation of monthly and annual financial plans and budgets.
  • Support the front desk / Office Manager, facilities.
  • Support HR function.
  • Effectively and clearly communicate potential risks in a timely manner.
  • Perform other duties as needed or assigned

Requirements :
• Bachelor's Degree in Accounting, Finance, or related field (MBA preferred)
• Professional accounting designation as CPA
• 10+ years' experience in accounting and finance positions
• 2+ years' experience in a similar role / position
• Experience working in non-profits is an advantage.
• Experience working with government contracts and/or grants is an advantage.
• Experience working in Financial Services is an advantage.
• Advanced computer skills, including proficiency in MS Office
• Exceptional communication skills
• Results-oriented, strategic thinker and planner

The Perks - PeopleFund provides the following benefits for employees:
  • Medical, dental, vision, and life insurance coverage. PeopleFund pays up to 100% for employee only coverage
  • Paid Time Off starting at 3 weeks per year and 12 paid holidays
  • 401 (k) retirement plan with match and immediate vesting
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) available for qualifying medical pans and expenses
  • Dependent Child Care Spending Account available to employees who qualify
  • PeopleFund is a Hybrid Work Environment


Requirements
• Bachelor's Degree in Accounting, Finance, or related field (MBA preferred)
• Professional accounting designation as CPA
• 10+ years' experience in accounting and finance positions
• 2+ years' experience in a similar role / position
• Experience working in non-profits is an advantage.
• Experience working with government contracts and/or grants is an advantage.
• Experience working in Financial Services is an advantage.
• Advanced computer skills, including proficiency in MS Office
• Exceptional communication skills
• Results-oriented, strategic thinker and planner

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