Controller

POSITION PROFILE: CONTROLLER

kpCompanies is leading the search for the next Controller to support Greater Twin Cities United Way (GTCUW) in advancing its mission. This pivotal role involves overseeing financial operations ensuring compliance and fostering strong internal and external relationships. GTCUW seeks a leader with deep nonprofit finance expertise exceptional relationshipbuilding skills and the ability to navigate complex financial structures.

THE ORGANIZATION: GREATER TWIN CITIES UNITED WAY

Our Vision: A community where all people thrive regardless of income race or place.

Our Mission: We unite changemakers advocate for social good and develop solutions to address the challenges no one can solve alone.

Our Values: Everyone connected with the Greater Twin Cities United Way share our core values which guide who we are individually and collectively.

United as changemakers we are a community of social innovators who are:

• Driven by equity

• Committed to building relationships rooted in trust

• Passionately providing a sense of belonging by leading inclusively

• Collaborating to achieve sustainable impact

• Listening engaging and holding ourselves accountable

At Greater Twin Cities United Way we are dedicated to creating a community where everyone has the opportunity to succeed. We work with courageous leaders responsive services and collaborative partnerships to unlock human potential and create lasting change.

POSITION SUMMARY:

The Controller plays a critical leadership role within GTCUW’s Finance Department ensuring financial integrity compliance and strategic financial management. Reporting to the Chief Financial Officer (CFO) this role directs financial operations including financial reporting audits budgeting and grant compliance. The Controller will ensure all accounting is in accordance with Generally Accepted Accounting Principles (GAAP) for nonprofit organizations as well as meeting United Way Worldwide standards and GTCUW’s internal policies and procedures. The Controller also serves as a key partner to internal teams such as Data Strategies Information Technology Community Impact Advancement the gift accounting staff and the Accounts Payable team.

This position requires a nonprofit financial expert who is highly relational strategic and skilled in presenting financial insights to senior leadership and committees. The Controller must be capable of managing complex financial structures unique to GTCUW’s operations which include significant philanthropic partnerships grantmaking and fund administration.

JOB DUTIES AND RESPONSIBILITIES:

Financial Management and Compliance 65

• Prepare and deliver accurate financial reports including statements forecasts budgets and key metrics ensuring compliance with regulatory requirements and organizational needs.

• Review financial statements for accuracy classification and GAAP compliance providing insights for leadership committees and the Board.

• Develop and maintain internal controls to ensure compliance protect assets and uphold financial integrity.

• Establish policies and procedures to support an unqualified audit and oversee external audits ensuring participation evaluation of findings and implementation of corrective actions.

• Oversee tax filings including IRS Form 990 and state reports ensuring accuracy and timely submission.

• Ensure compliance with United Way Worldwide accounting and reporting standards.

• Manage cash flow receivables payables and investments to optimize financial stability.

• Lead monthend quarterend and yearend close processes ensuring timely reconciliations.

• Direct the annual budget process and support departments in fiscal management.

• Provide critical financial insights and datadriven recommendations to support organizational strategic planning and informed decisionmaking.

• Collaborate with IT and Data Strategy teams to enhance financial systems and efficiency.

• Lead special projects and process improvements to drive operational effectiveness.

• Maintain the Finance Department’s policy and procedure manual ensuring thorough documentation of processes and controls.

• Manage the audit process ensuring full department participation and timely completion.

• Oversees the management of endowment funds and investment portfolios.

Committee Support 10

• Serve as a key financial resource for the Finance and Human Capital Committee Audit Committee and 401K Advisory Committee.

• Prepare and present financial reports to board committees ensuring clarity and alignment with strategic goals.

• Provide financial insights and recommendations to senior leadership supporting datadriven decisionmaking.

People Leadership 20

• Lead and mentor a highperforming finance team including an Assistant Controller Accounting Manager Senior Accountant Senior Government Grants Accountant and Accounts Payable Associates.

• Foster a collaborative finance culture ensuring alignment with internal teams such as Advancement Community Impact IT and Data Strategy.

• Act as an internal financial consultant supporting teams with budgeting forecasting and grant management.

• Identify attract recruit and retain top financial talent to strengthen team capacity and effectiveness.

• Promote continuous learning and financial literacy across the organization.

Other Job Duties 5

• Partner with the CFO as a key member of the Senior Leadership Team to drive strategic financial leadership and organizational change initiatives.

• Lead continuous improvements in financial processes internal controls and systems by partnering with IT and Data Strategy teams—this includes conducting internal controls assessments and streamlining financial systems policies and procedures.

• Enhance budget processes and collaborate with Community Impact and Advancement teams to align financial operations with organizational priorities optimizing United Way’s role as both a grant maker and funder.

• Support special projects and other initiatives as directed by the CFO and executive leadership.

REQUIRED QUALIFICATIONS

We believe diverse experiences enrich the talent pool. If your skill set does not match every qualification but aligns with GTCUW’s mission we encourage you to apply.

Education & Experience:

• 57 years of progressive accounting team leadership experience preferably in nonprofit finance leadership roles (e.g. Controller Assistant Controller Director of Finance).

• Experience managing financial operations in a grantmaking or philanthropic organization is highly desirable.

• CPA or CMA preferred but not required; strong nonprofit financial expertise is the priority.

• Bachelor’s degree in accounting finance business administration or a related field; equivalent experience will be considered.

Skills & Competencies:

• Proven track record in budgeting financial reporting audits and compliance within a nonprofit setting.

• Extensive knowledge of GAAP and FASB as related to nonprofit organizations.

• Strong relationshipbuilding skills with both financial and nonfinancial stakeholders.

• Experience managing and mentoring finance teams fostering professional growth and high performance.

• Ability to present financial information effectively to executive leadership board members and committees.

• Handson approach with a proactive problemsolving mindset and ability to navigate organizational complexity.

• Proficiency in accounting software (i.e. Great Plains NetSuite Sage Intacct) and advanced Microsoft Excel skills.

EQUITY SALARY DISCLOSURE

Salary Range: $130000$140000

At kpCompanies equity and pay parity are foundational principles. All qualified candidates are encouraged to apply even if their desired salary falls outside the range. During the first interview we’ll discuss compensation to ensure we align with your expectations and market standards. Comprehensive total compensation may exceed base salary through additional benefits flexibility and bonuses.

EQUAL OPPORTUNITY EMPLOYER

GTCUW and kpCompanies are equalopportunity employers. All applicants are afforded equal opportunity in hiring without regard to race color ethnicity religious creed national origin ancestry sex gender identity age disability mental illness sexual harassment sexual orientation genetics military/veteran status or any legally protected characteristic.

We look forward to learning more about your unique background. Thank you for considering joining GTCUW in advancing our mission for community impact.