Director, Finance (Assistant Controller)
UnboundEd, United States
Job Description
ABOUT UNBOUNDED
UnboundEd recently joined with two other professional learning organizations, Pivot Learning and CORE Learning. Together as one entity, we are now the largest equity-focused professional learning organization in the nation. We provide evidenced-based, comprehensive instructional and curriculum support to educators and school systems leaders in over 40 states across the country.
UnboundEd empowers educators to transform teaching and learning. We work with classroom teachers, school leaders and district executives to ensure engaging, affirming and meaningful grade-level instruction, so that we eliminate the predictability of student outcomes by race and socioeconomic status. We focus on the needs of students of color and those who have historically been at the margins, because when we do that, all students benefit.
ROLE SUMMARY
Reporting to the Vice President, Finance Operations (Controller), the Director, Finance Operations (Assistant Controller) serves as the organization’s technical lead for financial accounting and systems. This Director performs accounting activities to ensure that financial information is managed and disseminated accurately and in compliance with Generally Accepted Accounting Principles (GAAP) and organizational standards. The position also develops and presents financial information to a variety of audiences, including executive leadership, team leaders and external partners (e.g. auditors, lenders, etc.)
UnboundEd is a virtual organization and this employee can be based anywhere in the United States. UnboundEd has core business hours where we expect all staff to be available from 9 am to 5 pm local time and 20% travel is required.
ESSENTIAL RESPONSIBILITIES
Essential responsibilities for this position include, but are not limited to:
General Bookkeeping Support: Utilize best practices to efficiently manage accounts, journal entries, and invoices.
- Support month-end and year-end closing processes
- Analyze General Ledger accounts and process corresponding weekly, monthly, quarterly, and annual adjusting and/or reconciling of journal entries
- Perform daily, weekly, monthly, quarterly, and/or annual reconciliations of bank accounts, balance sheet accounts, sales and use tax accounts, inventories, working capital accounts, and fixed assets
- Reconcile monthly intercompany balance activity
- Assist in preparing year-end audit schedules and respond to auditor requests
- Manage company travel (Egencia) and expenditure systems (Abacus) to ensure compliance with financial policies and procedures
Payroll and 401k Program Management: Manage all aspects of employee payroll and 401k programs.
- Complete 401k uploads on the Vanguard platform
- Coordinate all audit activities, including the annual year-end audit and 401k audit
- Collaborate with the Talent team to address and adjust any payroll and benefits-related issues
- Efficiently execute payroll using our PEO platform (Justworks)
Other special projects assigned by the Vice President, Finance Operations
Requirements
MINIMUM QUALIFICATIONS
- Bachelor's degree from an accredited college or university; and a minimum of five (5) years of progressive Accounting experience, which should include previous roles as a Senior Accountant or Assistant Controller.
- Preferred qualifications include knowledge and experience with federal grant accounting and compliance. While not required, having a Certified Public Accountant (CPA) certification is advantageous.
- Other equivalent combinations of relevant experience and training will also be considered.
THE STRONGEST CANDIDATES WILL HAVE/BE:
- Commitment to UnboundEd’s organizational values
- Learning orientation and commitment toward diversity, equity, and inclusion
- Detail-oriented with a high level of accuracy
- Strong knowledge of Generally Accepted Accounting financial management principles and practices
- Ability to work independently and effectively in a virtual, remote environment and build strong relationships with colleagues and partners across geographies and time zones
- Willingness to work alongside a dynamic, highly collaborative, and vision-driven team
- Entrepreneurial spirit and ability to thrive in a fast-paced and changing environment
- Proficient use of Microsoft Office, Google-based applications, and online collaboration tools such as Slack
- Proficient in Microsoft Office suite, especially advanced Excel and Google Enterprise
- Knowledge of Quickbooks Online
Benefits
BENEFITS AND COMPENSATION
UnboundEd offers competitive salaries commensurate with experience and education and a generous benefits package that includes take-as-you-need v