Project Healing Waters Fly Fishing (PHWFF), Inc., a nation-wide non-profit 50l (c)(3) organization incorporated in Maryland in 2007, is dedicated to the physical and emotional rehabilitation of disabled active military service personnel and disabled veterans through fly fishing and associated activities including education and outings.
Purpose and Responsibilities
The Project Healing Waters Fly Fishing, Inc. (PHWFF) Controller represents a full-time exempt executive-level leadership and management position located at PHWFF Headquarters. The Controller is not a member of PHWFF Board of Trustees. The Controller reports to the Chief Executive Officer (CEO) and serves as a key executive leadership team member and is active in making strategic decisions affecting the organization. In partnership with the CEO and Chief Financial Officer (CFO), the Controller is responsible for most aspects of PHWFF financial administration and management. The Controller will:
- Be responsible for the financial and accounting records of the organization and working with and overseeing the accounting staff in the development of all financial report and information necessary to the organization, in accordance with the organization policies and procedures.
- Provide fiscal and budgetary coordination for PHWFF’s senior management team and volunteer leadership.
- Serve as a financial liaison to partners.
- Keep PHWFF’s CEO and CFO abreast of financial management and budgetary challenges encountered during its execution.
- Meet financial administrative needs of public and private funders.
- Ensure fiscal initiatives are fully integrated with all other efforts across PHWFF’s portfolio, as well as provide insight into developing and executing the organization’s financial plan and budget.
Education and Experience
- Minimum BS/BA degree, Accounting preferred
- Five years’ experience as a senior level GL accountant
- Certified Public Accountant license preferred
- Extensive experience in program budgeting and fiscal management
- Experience in processing employee payroll
- Experience using accounting software; Intuit QuickBooks is strongly preferred
- Extensive experience using Microsoft Office
- Experience with Non-profit accounting strongly recommended
1- Accounting Requirements: Supervise and work with the accounting staff in the day to day accounting functions of the organization.
- Manage accuracy and productivity of day-to-day activities of accounts payable, disbursements, invoicing, fixed asset records, general accounts, etc.
- Process payroll and ensuring that all payroll report and payment are made.
- Maintain the inventory records
- Monitor staff spending by reconciling staff expenses and enforcing internal controls.
- Safeguard assets and assures accurate and timely recording of all transactions, meeting deadlines.
- Manage physical financial records for the organization including accounts, books and records. Keeps financial records orderly, organized, and clean.
- Prepare necessary IRS tax returns (i.e. 1096 & 1099s)
- Reconcile donor database with financial database.
- Provide monthly reports to the CFO on a timely basis.
- Prepare the financials for grant reports.
- Assist in the planning, execution, and financial reconciliation of the National Fundraisers and Special Events.
- Assist in preparing for the year-end internal and external financial audits and maintains knowledge of regulations affecting financial transactions.
- Provide cash flow analysis to ensure the adequate allocation between operating funds and investment.
2. Budget requirements: Work with the CFO and staff to prepare the annual budget and report on its progress and challenges. Once approved, effectively manage the annual budget.
- Review and update the budgeting process each year.
- Review and input the annual budget for all regional programs.
- Manage the approved budgets and keep volunteer leadership informed by sending out approved budgets to all programs, quarterly budget vs actual reports, and answer budget and financial management questions.
- Develop and conduct oversight including an annual review of all regional and program budgets
- Conduct analysis and provide recommendations to the executive staff related to the development, expansion and discontinuation of program services.
- Review the national programs budgets with staff and monitor the execution of the budgets throughout the year.
- Ensure that the approved budget is reflected in the financial records on a monthly bases.
- Work closely with the executive staff to monitor program operations to ensure sound fiscal management.
- Provide the CFO and F&A Committee with necessary financial information and recommendations during the budget process and in policy decision making.
3- Other requirements
- Works with the CFO to coordinate, review, and manage financial reports, budgets, and other information required by the Board of Trustees (BOT).
- Provide effective and inspiring leadership by being actively involved in the development, management, and execution of the organization’s fiscal policies and procedures.
- Guide staff and volunteers in effective financial management of programs based on the organization’s mission, strategic goals and objectives as defined in the Strategic Plan.
- Lead staff and volunteer leadership training in budget and financial management areas.
- Develop and ensure all fiscal metrics align with organizational strategy and funding requirements.
- Support the Chief Development Officer in organizational fund development efforts and execution of national fundraisers.
- Represent the organization on committees and task forces, as well as speaking engagements, conference panels, and training events as needed.
- Must possess strong written and verbal communication skills; a persuasive and passionate communicator with excellent public speaking skills.
- Must possess passion, humility, integrity, patience and a positive attitude.
- Must be mission-driven and self-directed.
- Some travel is required
Approval and Review Dates
The Chief Executive Officer annually reviews all Project Healing Waters‘ Job Descriptions. Approval Date: 1 January 2019
Review Date: 1 January 2020