New York, NY
Operations – Finance
Planned Parenthood Federation of America (PPFA) is the nation’s leading women’s health care provider, educator, and advocate, serving women, men, teens and families. For over 100 years, PPFA has done more than any other organization in the United States to improve women’s health and safety, prevent unintended pregnancies, and advance the right and ability of individuals and families to make informed and responsible health care decisions.
Planned Parenthood Federation of America (PPFA) seeks a dynamic and effective Assistant Controller. This job reports to the Controller in the Finance Department of PPFA. The Finance Department provides confidence to all stakeholders in the fiscal and fiduciary responsibility of Planned Parenthood Federation of America (PPFA), Planned Parenthood Action Fund and its subsidiaries, and Planned Parenthood Global (PP Global) (collectively the Organizations) with a commitment to customer service, sound controls, compliance monitoring, and timely, accurate, and complete reporting, analysis and decision support to further the Federation’s mission.
The Associate Controller is responsible for enhancing collaboration between the Finance division and other departments and leading the day-to-day accounting functions and activities to ensure timely, accurate and complete financial information for management, divisions and the organization boards. They will also assist and support senior Finance leaders in setting strategic goals and managing delivery on those goals and outcomes.
DUTIES AND RESPONSIBILITIES
- Provides leadership to staff including but not limited to course direction, work prioritization and review, monitoring workloads and resolving issues.
- Provides leadership in strengthening internal communications with staff at all levels throughout the organization.
- Oversight and monitoring of all PPFA Consolidated cash and investment accounts ensuring timely and accurate accounting for all revenue and expense in investment accounts including unrealised gains and losses.
- Reviews all journal entries relating to investments, split interest agreements, endowment spending and beneficial interest in perpetual trust transactions in accordance with U. S. GAAP.
- Reviews endowment gifts on a quarterly basis to ensure compliance with donor and spending restrictions.
- Reviews charitable gift annuity state filings and Split-Interest Trust information returns.
- Oversees internal controls compliance, development, implementation and communicates new financial policies and procedures, when needed, to Finance and the Organization.
- Responsible for general ledger accounting, consolidation accounting and coordination of preparation and review of general ledger and account reconciliations.
- Plans, monitors, and manages the quarterly and fiscal year-end closing activities, annual audit and 401(k) audit preparations including preparation of financial statements and notes. Serves as point of contact for all audit related tasks internally and with external auditors.
- Oversees the revenue review process performed by Sr. Specialist. Reviews grants and contract agreements and verifies proper revenue treatment in coordination with Development division after receipt of agreements and/or funds.
- Reviews reconciliations of PP Global field offices’ trial-balances recorded in Sage to QuickBooks.
- Works with PP Global and PPFA Accounts Payable team to ensure proper and timely funding of field offices operation expenses, reconciliation of expenses and advance accounts.
- Coordinates with the field offices accounting staff in the preparation and gathering of reconciliations and schedules for the PPFA annual audit.
- Maintains communication with PP Global field offices during their audits and provides technical and process support throughout.
- Works with the team to improve efficiency and effectiveness of accounting processes and systems across all areas of accounting.
- Ensures continuous improvement as it relates to accounting processes and reconciliations with PP Global field offices.
- Ensures development/maintenance of reporting manuals and documentation and/or review of all policies and procedures followed relating to accounting functions.
- Prepares actual and budget internal and external financial statements for each entity (PPFA, Action Fund, and PP Global) and consolidated statements.
- Completes periodic and ad-hoc financial and accounting research, analysis and reporting.
- Leads development, implementation, and management of quarterly general ledger closes (with later transition to monthly closes) to support timely, accurate and complete financial reporting information.
- Strong working knowledge of complex integrated accounting software packages.
- Ensures the integrity and accuracy of all sources of financial information presented to staff and external sources.
REQUIREMENTS / TECHNICAL EXPERTISE
- Bachelor’s Degree from an accredited educational institution in Accounting, five to ten years of progressively responsible professional accounting and financial management experience, including supervision of multiple accounting/financial functions and staff. Minimum of two years of experience in accounting or finance in not-for-profit sector. Certification as Certified Public Accountant (CPA) required.
- Thorough knowledge of current accounting and financial reporting methods and procedures, including complex financial transactions; expertise and experience with Financial Accounting Standards Board (FASB) and Government Accounting Standards Board (GASB) rules and standards; and external and internal audit practice and standards.
- Demonstrates strong financial management, accounting knowledge, interpersonal skills and possesses extensive knowledge of accounting principles and 501(c)3 and 501(c)4 financial rules and regulations in order to guide the Accounting team in its day-to-day processing and reporting of transactions.
PERSONAL QUALITIES /OTHER ATTRIBUTES
- Proven ability to analyze and interpret fiscal and accounting data and to prepare appropriate statements; establish and maintain a general ledger and chart of accounts for a large not-for-profit organization; and develop and maintain accounting and fiscal operations policies and procedures.
- Demonstrated experience with business process improvement involving information technology solutions and changes to accounting and fiscal systems and practices; and in staff training and development.
- Possessing personal qualities of integrity, credibility, and unwavering commitment to PPFA’s mission; a proactive, hands-on strategic thinker who will own, in partnership with the Controller, the responsibility for all aspects of accounting. Resourceful, creative, and possessing the ability to “hit the ground running” and operate with minimal supervision.
Planned Parenthood Federation of America is an equal employment opportunity employer and is committed to maintaining a non-discriminatory work environment, and does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law. Planned Parenthood is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.
Planned Parenthood Federation of America participates in the E-Verify program.