Assistant Controller

PATIENT ADVOCATE FOUNDATION

Assistant Controller

Job Description

Position: Assistant Controller

Overtime Status: Exempt

Department: Finance

Reports To:  Controller

Division:  Operations

SCOPE: Under the direction of the Controller, the Assistant Controller will be responsible for account reconciliations, month-end closing process, and the financial statement preparation.  This role will also have direct management responsibility and operational oversight over the accounting staff in the areas of expenditure clerks, accounts payable, accounts receivable and payroll.  

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Responsible for producing accurate, complete, and reliable financial statements for presentation and review by Controller and CFO which includes oversite in timely month-end closing processes, including bank reconciliations, accruals, deferrals, and prepaid items; being mindful of following FASB/GAAP standards.          
• Management oversight and ongoing training of Accounting Clerks, Finance Supervisor, Expenditure Clerks and Payroll Coordinator. Approve all leave requests and time exceptions in ADP for staff members under his/her prevue. 
• Management oversight includes but are not limited to: interview, hire and terminate employment, conduct annual employee performance evaluations, implement performance improvement plans when necessary.
• Review and approve bi-weekly accounts payable processes, including bank payment processes. 
• Oversees issuance of P-Cards and is administrator of the P-Card account with the bank. 
• Provide financial data and information to management representatives and other staff members as directed by the Controller and/or CFO.
• Assist the Controller in planning and directing day-to-day Finance department functions. 
• Assist the Controller in creating/updating SOPs as necessary. 
• Serves as back up in the daily processes related to check batches for all financial support programs.
• Assist with external and internal audits including annual financial statement and payroll related 401K, and workers’ comp audits. Provides schedules and support for the preparation of the annual IRS 990.
• Support other Finance department functions/areas when needed such back up to the Accounting Manager, FSP and financial assistance programs auditing. Assists in creating IT tickets for Beacon issues. 
• Oversee the monthly reconciliation of the intercompany financial activity.
• Assist with annual budget preparation.
• Submit weekly time and attendance report to Talent Management for all leave requests and time exceptions for the Finance Department

PAYROLL DUTIES AND RESPONSIBILITIES:

• Responsible for overview of bi-weekly payroll preparation.
• Oversight and review of program payroll allocation ADP reports for accuracy. 
• Oversight and review of Employee and Employer contributions of Health Savings Account
• Oversight of the payroll journal entries for PAF and NPAF biweekly, and the payroll accrual journal entries for month-end closing.
• Responsible for updated changes within ADP system
• Responsible for the oversight of payroll garnishment and compliance
• Keep up to date with changes for withholding tax and tax filings.

NON - ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Draft office documents such as letters, reports, and presentations as needed.
• Attend all PAF sponsored events if requested.
• Perform other duties as assigned

ADDITIONAL SKILLS AND ABILITIES:

• Advanced usage of Microsoft Office products
• Ability to effectively present information and respond to questions from the Controller and CFO
• Ability to analyze business transactions and to ensure transactions follow General Accepted Accounting Principles (GAAP)
• Well-developed interpersonal skills and ability to work well with individuals across all organizational levels.
• Ability to be flexible in workflow.
• Must be very detail oriented, analytical, and attentive to quality.
• Ability to work independently, retain flexibility and maintain composure under pressure.
• Ability to understand and follow proper organizational channels

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s degree required, preferably in accounting or finance.
• 5 years of accounting experience required, specifically with account reconciliations, month-end close process and financial statement preparation.
• 2 years in a supervisory/leadership role
• Experience with Accounting software, Sage Intacct preferred