Job Title:        Controller
Department:   Finance
Reports to:     Vice President Business Operations
Classification: Exempt
Closing Date:  Open until filled


The United Way Bay Area (UWBA) is leading a network of corporations, government agencies, nonprofits, and individuals to create lasting change for Bay Area residents and families.  With a history that spans over 90 years and programs that tackle the issue of local poverty from every angle, UWBA is uniquely positioned to mobilize and motivate all sectors of the community toward the vision of ending the cycle of poverty.  
 As UWBA responds to cultural shifts in the workplace, fundraising, and digital communications, it is guided by core values of innovation and results-driven creativity. Through a variety of existing and emerging initiatives, UWBA seeks to both strengthen and reimagine its work at all levels in order to provide more and better opportunities for struggling Bay Area residents.

UWBA is committed to building and maintaining a diverse staff and an inclusive workplace that values equity. We particularly welcome applications from immigrants, BIPOC, LGBTQ+ applicants, and people with lived experience in poverty. To foster an open and impartial application review process that minimizes the potential for bias, please remove any reference to academic institutions from which you obtained a degree, if applicable, for example, simply list "Bachelor of Arts in Sociology".  Not having a degree will not preclude you from being considered; applicable work experience is equally considered.

For more information about UWBA, please visit http://(see application details).

The Opportunity: 

Reporting to the VP of Business Operations (VPBO), the Controller will be responsible for oversight of all finance, accounting, and reporting activities. The Controller will be involved in supporting presentations to the board finance, audit and investment committees and will work closely with the senior leadership team.

The Controller will lead all day-to-day finance operations of a $25 million dollar budget and supervise a team of 6 staff members including functional responsibility over accounting, accounts payable, accounts receivable, payroll, revenue processing, and grants administration. The Controller will ensure that UWBA has the systems and procedures in place to support effective program implementation and lead audit efforts. The Controller will work closely with program leaders and their staff, not only to educate them regarding finance and accounting procedures but also to explore how the finance function can support program operations.

In addition, they will partner with the VPBO, senior leadership, and the human resources (HR) and information technology (IT) staff to enhance and better integrate finance, HR, and IT functions.

What you will do:

Finance and Accounting Leadership

  • Cash receipts to include, but not limited to, annual campaign and Endowment pledge payments, Insurance payments and grant funding. Manage all cash receipt channels including check, EFT, and merchant activity to include website and CRM cash receipt flow
  • Cash disbursements to include, but not limited to, programmatic funding, agency funding, operations, and payroll. Manage all cash disbursement channels including check, EFT, credit card, and others
  • Maintain CRM accuracy and efficiency as it relates to all financial activity captured (annual campaigns, grants, designations to agencies, 3rd party campaigns, federal/state/local campaigns, sponsorships, endowments, and planned gifts
  • Make monthly and quarterly journal entries (JE) as needed; key JE's are outlined below:
    • Foundation's fund accounting
    • Investment capital appreciation, and income
    • Short Term investment activity
    • Cash activity
  • Prepare/review reconciliations monthly to include, but not limited to, bank accounts, investment accounts, and all balance sheet accounts to subsidiary ledgers and schedules
  • Conduct variance analysis on all income statement accounts, and draft variance narratives for deviations from budgeted amounts; report these variances to the VPBO
  • Prepare monthly financial reporting packet for finance committee review, and all other monthly/quarterly/annual financial statements as applicable
  • Assist in year-round programmatic budgeting that have multiple revenue streams including grants
  • Conduct internal audits of all campaigns to ensure compliance with donor intent, federal, state, and local agencies, and grants
  • Prepare fundraising cost calculations for both UWBA campaigns, and grant funding, maintain compliance with UWBA's standard requirements, and stay current with all agency communications including agency designation payouts quarterly
  • Maintain compliance with internal controls, document retention, and other compliance requirements with both UWBA's trade association and state/local government agencies (including IRS) 

Who you are:

This is an extraordinary opportunity for a mature leader with seven to ten years of accounting and finance experience, ideally beginning in accounting and audit, followed by experience gathering, evaluating, presenting, and reporting financial information to executive teams and external stakeholders. She or he will ideally have experience in a complex nonprofit that has multiple programs.

Specific requirements include:

  • Leverage strengths of the current finance team members, help to clarify roles and responsibilities and develop and implement training programs in order to maximize and reach optimal individual and organizational goals.
  • Provide leadership in strengthening internal communications with staff at all levels throughout the organization; create and promote a positive and supportive work environment.
  • Personal qualities of integrity, credibility, and unwavering commitment to UWBA's mission; a proactive, hands-on strategic thinker who will own, in partnership with the VPBO, the
    responsibility for finance
  • Minimum of a BA; CPA and/or MBA preferred or equivalent experience
  • Solid experience coordinating audit activities and managing reporting, budget development and analysis, accounts payable and receivable, general ledger, payroll, and accounting for investments
  • A track record in grants management as it relates to compliance and reporting of government, corporate and foundation grants is essential
  • Technology savvy with experience selecting and overseeing software installations and managing relationships with software vendors; advanced knowledge of accounting and reporting software
  • Commitment to recruiting, mentoring, training, and retaining a diverse team; the foresight and ability to delegate accordingly
  • Keen analytic, organization and problem-solving skills which allows for strategic data interpretation versus. simple reporting
  • Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management, board or other outside partners
  • Ability and desire to translate complex financial concepts to individuals at all levels including finance and non-finance managers

Salary:  $110,000-125,000  (DOE)

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

UWBA does not discriminate on the basis of race, color, gender (including actual or perceived gender, and gender identity), sexual orientation, age, marital status, medical condition, religious affiliation, veteran status, national origin, citizenship status, mental or physical disability, or any other characteristic protected by applicable state, federal or local law. UWBA will consider qualified applicants with criminal histories in the manner consistent with the requirements of the San Francisco Fair Chance Ordinance. If you need a reasonable accommodation in order to apply for a job, please let us know. If the reason you need an accommodation is not obvious, we may ask for documentation confirming your functional limitations.

Please include salary requirements in cover letter.


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United Way
San Francisco, CA 94101, US