Document controller Jobs in Tulsa, OK

Controller

The Controller serves as the principal financial officer of the organization and is responsible for establishing financial policies, financial planning, oversight of reporting and monitoring, risk management, fiscal policy and financial communication. This includes but is not limited to: participation as a member of the senior staff and the Finance Committee in the budget process; monitoring agency funds, providing a forecast and cash flow outlook; protecting assets via internal controls; drafting fiscal policy for board approval; advising on major purchases, financial commitments and appropriate use of board-designated funds; anticipating, evaluating and mitigating financial risk; financial recordkeeping; communicating financial data in meaningful terms to the CEO, Board of Directors, and management team; and ensuring all regulatory and required financial reporting is made.

Primary responsibilities include:

1. Protects assets of organization by establishing, monitoring and enforcing financial internal controls, policies and procedures, and guides financial decisions based on these guidelines.
2. Establishes, implements and maintains short and long-range departmental/agency goals, objectives, policies, and operating procedures, with ability to envision and innovate to meet future needs of the department and agency.
3. Monitors and maintains all financial matters, such as issues related to risk management, cash flow, transfer of monies between accounts, or financial investments.
4. Conducts ongoing financial forecasting, variance analysis and real-time liquidity management, identifying solutions and areas of risk to the CEO and Board.
5. Ensures compliance with federal, state and local legal financial requirements and stays well informed on existing and new legislation.
6. Leads the annual budget process and coordinates with Treasurer, Finance Committee and CEO.
7. Ensures appropriate organizational insurance coverages are maintained at all times and coordinates renewals as needed.
8. Coordinates with the Vice President of Development and Vice Presidents of programs to identify program funding needs and supplies fundraising and other programmatic efforts with information and documentation for funding proposals, grants and timely reporting of grant funded activity.
9. Oversees contracts and informs CEO of organization's ability to comply with contractual requirements; solicits external legal advice as required.
10. Hires, trains, coaches and supervises the Accounting staff.
11. Coordinates the preparation and review of all financial statements, schedules and other materials related to the monthly and year-to-date financial reports and annual audit.
12. Coordinates the purchasing process, in collaboration with agency leadership. Establishes best practices and manages bid procurement, purchasing, and expenditures to maximize cost savings and cost containment.
13. Demonstrates the agency values of compassion, respect, learning, adaptability and achievement.
14. Performs other duties as assigned by CEO.

Major working relationships include:

• Supervises and coordinates activities of the Accounting staff.
• CEO, Executive Leadership Team and other staff
• Board Treasurer
• Finance, Audit, Endowment committees
• Volunteer Board of Directors
• Independent accountants
• Vendors
• Funders/Donors

Requirements:

1. Bachelor's Degree in Accounting, Finance, or Business or equivalent years of experience in lieu of degree.
2. Proficient with financial forecasting and cash flow management.
3. Solid working knowledge of applicable software applications, with a proficiency in Excel
4. Effective communication skills, both written and oral.
5. Adept at creating collaborative relationships with peers, manager, and external partners.

Preferred qualifications:

1. Four or more years of management experience in an accounting or finance environment.
2. Experience working with Board of Directors and Audit Committees.
3. Experience with contract monitoring.
4. Previous supervisory experience.