Definition and Purpose
Under the direct supervision of the Director – Finance, the Associate Controller is responsible for providing leadership and direction for the accounting team, directing all accounting functions within the organization, verifying compliance with accounting principles, practices, procedures, laws, and mandates, and establishing department goals in support of the goals and objectives of the organization. Attention to detail and resourcefulness will be utilized in developing and administering all fiscal policies, practices and internal controls. Additionally, all ASI employees are responsible for upholding the core values of the organization including but not limited to exhibiting professional behavior, acting as a role model to others, displaying a positive and cooperative attitude, communicating effectively, developing expert knowledge in area of specialization, and working together as a team.
Educational and Qualifying Experience, Skills, Licenses, Credentials Educational/License/Credential Requirements • Graduation from a 4 year college or university (may substitute 8 years of relevant experience for educational requirement).
Experience Requirements • Minimum four (4) years experience, six (6) years preferred that demonstrates the ability to perform the essential functions of the job. • Four (4) years of professional accounting experience including transactional recording through financial statement preparation. • Supervisory experience required.
Knowledge/Skill Requirements • Working knowledge of correct English grammar, spelling, and punctuation. • General knowledge of office methods, equipment, procedures, and practices. • Knowledge of Windows-based computer systems. • Knowledge of computerized accounting software. • Ability to effectively communicate both orally and written; strong public speaking ability. • Ability to gather and analyze complex data and situations in order to draw valid conclusions and make appropriate recommendations. • Excellent organizational skills and the ability to coordinate multiple projects and meet deadlines. • Working knowledge of safety standards and procedures. • Demonstrated skills in group supervision/leadership. • Working knowledge and understanding of financial record-keeping methods, procedures and practices. • Thorough working knowledge of accounting principles/practices and statistical/mathematical presentation of data. • Ability to apply laws, rules and procedures in accordance with FASB and GASB standards. • Ability to draft, interpret, implement and follow policy guidelines. • Capable of qualifying for a fidelity bond. • Ability to initiate, establish, and foster communication and teamwork by?maintaining a positive, cooperative, productive work atmosphere. • Ability to establish and maintain effective?working relationships within a diverse population and with those from?various cultural backgrounds, specific needs, or limitations.
Supervisory Responsibilities
Supervise Accounting Supervisor. • Oversee supervision of the Accounting Technicians I and II and Accounting Student Assistants. • Facilitate meetings, conduct performance evaluations, establish goals and monitor day-to-day operations.
Essential Duties and Responsibilities
General Accounting Services
• Manage all aspects of the Accounting department including oversight of accounts receivable, accounts payable, payroll, cashiering and fixed asset management. • Serve as liaison to Cal Poly State University Accounting, Cal Poly Corporation Accounting and Cal Poly Foundation Accounting for issues related to day-to-day processing of ASI transactions. • Ensure compliance with state and federal tax laws and reporting requirements. • Ensure compliance with all internal controls and identify potential improvements to increase efficiency of operations and security of company assets. • Train Accounting staff on policy, procedures and legal requirements related to accounting issues. • Provide quality services and education to all ASI Programs and Service managers regarding policies and procedures, analysis of program offerings for accounting impacts, scheduling and compliance with reporting deadlines, and general support with accounting information, research, and resources. • Coordinate plans for testing, training, and implementing new and upgraded financial systems. • Assist the Director - Finance with reviewing budget templates for final system upload.
General Ledger
• Oversee the management of and recording of transactions entered into the general ledger. • Coordinate and manage the monthly and annual closing of the books and records. • Ensure overall accuracy/integrity of all accounting information and adherence to all financial reporting deadlines and distribution dates. • Ensure compliance with all internal controls and related ASI policies and procedures.
Accounts Payable
• Oversee and maintain standards for all accounts payable processes and procedures, timely and accurate recording of expenses and adjustments and timely payments of all financial obligations. • Ensure compliance with vendor contracts, federal and state reporting requirements, and all related ASI policies and procedures.
Accounts Receivable
• Oversee and maintain standards for all accounts receivable processes and procedures, the timely and accurate recording of revenue and adjustments, and prompt receipt of all monies owed to the organization. • Ensure compliance with all internal controls, grants and contracts, federal and state reporting requirements, and all related ASI policies and procedures.
Financial Audit
• Support Director – Finance in providing required documentation to auditors during the annual external audit, CSU audits, and other agency audits. • Prepare reports and supporting documentation for year-end financial statements and State and Federal income tax filings for Director - Finance review. • Review and approve internal audits of petty cash, change funds, and inventories of assets and resale products.
Banking
• Responsible for ASI cash management and ensuring all bank balances are maintained at appropriate levels.
Fixed Asset Management
• Oversee and maintain standards for the processes and procedures used to accurately record and track fixed assets. • Ensure compliance with internal controls and all related ASI policies and procedures.
Assessment
Develop and execute assessment of programs and/or services for areas of responsibility including but not limited to setting and implementing goals, evaluating outcomes and ongoing enhancement. • Participate in the overall ASI assessment planning and goal setting.
Diversity & Inclusion
• Recommend and support practices intended to eliminate racial, gender, or any other form of bias in processes, policies, and procedures. • Demonstrate awareness of one’s own biases, comfort levels, and various aspects of diversity, equity, and inclusion (DEI). • Demonstrate effort to understand each person’s individual and collective role in creating inclusive environments. • Commit to continuous learning/improvement in DEI and cultural competence. • Work?with director to review department’s policies, procedures, & practices?related to DEI and participate?in addressing barriers identified.
Other Duties and Responsibilities
• Represent ASI on committees as appropriate. • Ensure continuous professional development. • The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in ASI policy as a condition of their employment. • Other duties as assigned.
Background Check
This position is subject to a background check (including criminal records) as well as National Address Locater (Social Security Number [SSN] Trace), 7 year County Criminal Search in each county and/or state the applicant lived in based on the SSN Trace, National Criminal Database Search, Name Search, Employment Verification (All employers in past 7 years) and Education Verification (Highest Degree). Credit Reports, Motor Vehicle Record Check and Professional License Verification may also be required based upon the essential functions of the position. Salary Schedule
• Annual Salary $80,000.00 •
Premium Overtime: No • Shift Differential: No •
Exempt Benefits • Medical Insurance • Dental Insurance • Vision Insurance • Life Insurance • Long Term Disability Insurance • Public Employees’ Retirement System (CalPERS) • Social Security (FICA) • Paid State Holidays • Vacation Time • Sick Leave • Personal Holiday • Birthday Holiday • Worker’s Compensation Insurance • Unemployment Insurance
Date of Last Equity Review: 2/14/2020 Date revised: 3/15/2021
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