Controller

The Opportunity

Ideally based in our Boston headquarters, this position is an opportunity for a candidate who wants to assist in leading a portion of a growing finance team within an innovative, mission-driven organization. This position is ideal for candidates who want to apply their accounting and finance expertise in a mission-based setting, focused on innovation and impact, and who thrive on being strategic and forward-looking, while also focused on managing the details and ensuring the highest quality of work.  

Responsibilities

Reporting to the Chief Financial Officer, the Controller will work closely with the Finance team to manage activities spanning nonprofit accounting, tax, reporting, auditing, finance, and risk management. This role is ideal for an individual who thrives on being strategic and forward-looking, while also shrewdly focused on managing the details and ensuring the highest quality of work.  Responsibilities will include:

• Oversee finance team’s day-to-day accounting operations, covering:
  • revenue contracts, the production of invoices and recognition of revenue
  • expense contracts and commitments, implementing authorization protocols as necessary
  • timely transaction posting to the General Ledger
  • month-end and year-end financial close process
  • payroll processing
  • monthly balance sheet reconciliations
• Work closely with the finance team to prepare annual organizational operating budget, budget to actual reporting, and recurring management reporting
• Oversee federal grants expense management, reporting and compliance
• Prepare project budgets for both contract and grant-based proposals
• Manage all accounts and financial reporting systems to ensure compliance with GAAP
• Monitor the financial activity on grant programs and prepare expenditure reports for program managers as needed
• Manage annual audit process
• Manage federal and state nonprofit tax filings and reports for Social Finance, Inc.
• Develop and monitor internal controls, policies and procedures
• Lead and/or assist on special projects and ad hoc analysis as needed

Firm Building

In addition to the Controller’s Finance Team responsibilities, each Social Finance Director serves on the firm’s management team and contributes to the building and development of staff, the firm, and the field. These responsibilities may include, but are not limited to:

• Supporting firm’s talent management efforts via recruiting, coaching, goal setting, mentoring, and ongoing performance management
• Serving on the firm’s Management Team
• Serve as a Development Manager to members of the Finance Team.
• Supporting internal capacity building efforts
• Representing the firm in public forums and/or contributing to various publications

Qualifications

Social Finance is seeking a dynamic individual with strong interpersonal and problem-solving skills to join its corporate accounting team. Qualifications and requirements include:

• Accounting, Finance or related Business Management degree or equivalent; Advanced accounting degree (CPA or MSA) preferred
• 8+ years of experience in corporate accounting or audit (focused on financial services clients); experience with alternative investments/hedge funds and tax reporting experience with K1 filings preferred
• Strong understanding of U.S. GAAP and internal controls
• Strong analytical and technical skills, as well as oral and written communication skills; strong Microsoft Word and Excel skills
• Ability to operate in a demanding environment across multiple competing priorities while demonstrating a track record of high-performance; high level of independence and motivation
• Comfort and experience with overseeing, coaching and developing more junior staff members
• Ability to handle complex and confidential information with discretion
• Comfort in a team-based and fast-changing environment; ability to adapt and be flexible
• Commitment to enhancing a team culture of inclusion, belonging and equity
• The following are not required, but would be considered as a plus for your candidacy:
  • Experience in or with the systems we seek to impact
  • Experience in investment management (with ESG portfolios) or impact investing
  • Knowledge of/experience with nonprofit accounting and tax
  • Experience with Sage Intacct accounting software or similar systems a plus

Benefits

At Social Finance, we strive to deliver a benefits program that will enhance our overall value proposition to employees. Our current benefit offerings include:

• Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; Employee Healthy Actions programs and more
• Retirement savings plan with employer contribution
• Short-term, long-term and life insurance policies
• Commuter benefits and cell phone reimbursements
• Hybrid work model (in office a minimum of two days per week and on an ad hoc basis)
• Dedicated budgets for team building and employee recognition
• Annual budget for external professional development opportunities
• Mentorship and onboarding programs
• Collaborative and energizing workspaces in downtown Boston, San Francisco, Austin and Washington, D.C.; New York, NY
• Paid vacation and paid holidays (with 12/24-1/1 off every year)
• Paid parental leave
• A truly stellar team of high performing, values-driven and fun (!) professionals

Salary

Social Finance uses a lockstep compensation model for purposes of equity and transparency - we strive for everyone coming in at a given level to be paid equitably. For this position, at the Director level, the starting base salary is $140,000; however, during the interview process, we will take into account a candidate's full work experience and may adjust the job title, and commensurate starting salary, as appropriate. At this level, employees receive an automatic $5,000 adjustment annually and a bonus of 5-10%.

Application

Review of applications will begin immediately. No phone calls, please.

Applicants must be permanently authorized to work in the United States on a full-time basis.

Please note that, at this time, to be in-person at a Social Finance office, client location or Social Finance-sponsored event, you must be fully vaccinated against COVID-19, including receiving a booster shot.

Social Finance, Inc. is an equal opportunity employer, and all qualified applicants will be afforded equal employment opportunities without discrimination because of actual or perceived race, color, national origin, sex, age, religion, creed, disability, marital status, citizenship, ancestry, personal appearance, sexual orientation, gender identity or expression, political affiliation, military status, status as a protected veteran, genetic information or any other legally protected status.

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