Department: Fiscal Services
Status: Full-time, Exempt
Reports To: Chief Administrative Officer
Supervises: Assistant Controller, Accountants, Accounts Payable Coordinator
The Controller is a hands-on manager responsible for all financial and accounting aspects at the University of Hawai`i Foundation. This position is also responsible for directing efforts to increase the efficiency and effectiveness of Foundation processes, to ensure adherence to Foundation policies and procedures, to enhance and ensure compliance of the Foundation’s system of internal controls, and to incorporate nonprofit best practices into the Foundation’s operations. The position is also responsible for developing and reporting information that is important and helpful to all Foundation constituents.
- Maintains a comprehensive understanding of the mission of the University of Hawai`i Foundation and supports a service-oriented atmosphere in accordance with the Foundation’s values and philosophy.
- Responsible for the Foundation’s financial policies and procedures, internal controls, and accounting practices; the maintenance of its fiscal records; and the preparation of financial reports.
- Assures the Foundation utilizes accounting best practices and concepts.
- Directs and oversees operations of the Fiscal Services department including financial reporting, accounts payable and investment accounting. Responsible for the timely issuance of monthly financial statements including statement of operations, statement of activities and balance sheet.
- Develops and prepares other financial and management reports as necessary.
- Maintains general ledger and accounting system. Oversees the establishment and maintenance of funds held for the University of Hawaii and ensures the use of such funds is in compliance with laws, regulations, policies and donor intent. This includes currently expendable funds as well as endowment funds. Provides complete and accurate financial information regarding these funds.
- Reviews and approves requests for expenditures in accordance with established policies and procedures and generally accepted accounting principles.
- Oversees and advises the key members of the senior management on account receivable activities, including gift and non-gift revenue from University of Hawai‘i departments and supporting organizations.
- The Controller interacts with the management team to monitor and validate the organization’s gift processing and acceptance policies.
- Assumes duties as Assistant Treasurer, which may include signing checks and other legal documents.
- Attends Audit and Investment Committee meetings and is member of Retirement Plan Committee.
- Assumes duties of Treasurer for UHF Support Org, a 509a3 subsidiary of the Foundation.
- Performs complex reporting and reconciliation duties using a high level of computer systems expertise and acumen.
- Monitors the cash management system through bank accounts and short-term investment portfolio.
- Oversees investment transactions, including endowment pool valuation, quarterly distribution and investment of new units and divestment of units.
- Interprets, monitors and administers university and Foundation policies and procedures to assure compliance. Assists in educating and providing information to campus, donors and Foundation staff regarding policies and account administration.
- Responsible for overall coordination of annual financial statement auditor, including preparation of schedules
- Oversees preparation of IRS Form 990 and 990T tax returns.
- Provides leadership and supervision to assigned staff as individuals and as a team, fostering a shared vision, acting as a role model and demonstrating the Foundation values of trust, accountability, service, teamwork, integrity and excellence.
- Works closely with Donor Relations, Development, Gift Planning, Information Technology and other Foundation departments to promote collaboration and compliance with nonprofit accounting standards and practices.
- Coordinates special projects as assigned by VP for Administration/CFO.
- Identifies opportunities to gain efficiencies and improving the organization’s accounting processes and internal controls.
- Continually improve overall customer service to university units, donors and Foundation staff.
- The Controller sets department goals and standards; participates in high-level and interdepartmental projects.
- Establishes and monitors staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance evaluations, and administer salary adjustments.
- Coordinates regular fiscal training to account administrators
- Assist with payroll processing in the absence of the human resources and fiscal services specialist.
- Other duties as assigned.
The Controller will meet annually with his/her supervisor to put in place a plan for the year. At the end of each year, the Controller and his/her supervisor will review progress toward the annual goals.
Required Knowledge, Skills and Abilities
- Bachelor’s degree in accounting, finance or business administration required. Certification as a Certified Public Accountant required.
- A minimum of five years of accounting experience required, with two years experience working with nonprofit accounts preferred.
- Supervisory/management experience required.
- Knowledge of accounting principles, practices and procedures and financial statements required.
- Demonstrated experience in effectively organizing workload, setting priorities and meeting deadlines.
- Ability to work independently with a minimum of supervision to ensure accurate, complete and timely accomplishment of assignments, exercise good judgment to alert supervisor to potential issues before they arise.
- Ability to communicate clearly and effectively both orally and in writing.
- Strong organizational and interpersonal skills
- Strong analytical, numerical, reasoning abilities.
- Strong skills in word processing, spreadsheet and database applications.
- Ability to establish and maintain effective working relationships within the Foundation, university personnel, constituents, and the public.
- Must be results-oriented, quality-driven and team oriented.
- Ability to work effectively in a large, complex and dynamic organization balancing competing priorities.
- Must reflect and represent the organization’s values which are teamwork, accountability, service, trust, integrity and excellence.
Based at the University of Hawaii at Mānoa campus, the position might involve some travel, mostly by auto. Employee must have a valid driver’s license and acceptable driving record. The employee will need to work some weekends and evenings and able to work to the demands of the position, which may exceed a 40 hour work week.
Applicants should submit a letter of interest that provides evidence of the qualifications, a resume, and the names, addresses and telephone numbers of at least three professional references to: firstname.lastname@example.org
University of Hawai‘i Foundation, Human Resources Department
P.O. Box 11270
Honolulu, HI 96828-0270
f: (808) 956-9786
Our application form is a fillable pdf, please download and save the application to your computer before filling it out.Application Form
The University of Hawaiʻi and the University of Hawaiʻi Foundation
The primary purpose of the University of Hawaiʻi's ten-campus system is to provide an environment in which faculty and students can discover, examine critically, preserve, and transmit the knowledge, wisdom, and values that will help ensure the survival of the present and future generations with improvement in the quality of life.
The University of Hawaiʻi Foundation, a nonprofit organization, raises private funds to support the University of Hawaiʻi System. Our mission is to unite donors' passions with the University of Hawaiʻi's aspirations by raising philanthropic support and managing private investments to benefit UH, the people of Hawaiʻi and our future generations.
The University of Hawai‘i Foundation is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status.