The Controller, with the support of the CFO is responsible for managing the day-to-day operations of the Finance Department. They will work closely with the Assistant Controller in preparing documentation for various agency-funding sources. Ensures accurate and timely completion of audit documentation; standardize and maintain technical financial systems and procedures; exercise signing authority over routine and regular internal fiscal items.
· Oversee the preparation of monthly, quarterly, and annual financial statements for internal and external stakeholders.
· Leads the annual audit process and ensure compliance with GAAP and nonprofit best practices.
· Manages the annual budget process in collaboration with program leadership.
· Provides financial forecasting, cash flow management, and multi-year projections.
· Ensures billing, documentation, and rate-setting align with NYS Medicaid and OPWDD guidelines.
· Monitors program budgets and billing for HCBS Waiver, Com Hab, Respite, and IRA services.
· Collaborates with external auditors and state agencies for audits and reviews.
· Ensures compliance with Medicaid billing standards and OPWDD cost reporting (CFR).
· Oversee budgeting and reporting for SED-funded programs
· Ensures compliance with NYSED regulations for tuition rate setting, excess cost reports, and classroom ratios.
· Serves as liaison to third-party administrators and auditors for pension and retirement plans
· Ensures accurate and timely reporting of employee/employer contributions.
· Monitors compliance with ERISA and IRS requirements.
· Assists in plan audits, nondiscrimination testing, and Form 5500 filings.
· Provides support to HR regarding participant education and enrollment tracking.
· Partners with executive leadership to align financial planning with organizational goals.
· Translates financial concepts into clear language for program managers and board members.
· Contributes to grant proposals and restricted fund tracking as needed