Topic: Orlando, FL

Subject: Controller Position Opening at the Historical Society of Central Florida
Jeff Kuchar
Member: 2008
Submitted on 03-10-14 5:48 pm
To All Orlando Chapter Members:

I recently received a request to post the following Controller opportunity to our Orlando FENG members as follows:

Dear Mark and Jeff,

We are a private-public partnership including Orange County and the Historical Society of Central Florida operating the Regional History Center in downtown Orlando. We currently have a part-time staff accountant but have just created a full-time Controller position. I was hoping you might be able to circulate our job description to your membership and help us spread the word about this opportunity. I would appreciate any assistance you could provide.

Please let me know if you have any question. Thank you,

Kimberlee Riley
Assistant Director
Orange County Regional History Center
65 East Central Boulevard
Orlando, FL 32801
Tel: 407-836-8582
Fax: 407-245-0412

Job Description
January 2014

Directs the financial affairs of the organization in accordance with generally accepted accounting principles (GAAP); ensures compliance to the requirement of governmental and other regulatory departments and ensures the organization is meeting the financial goals in accordance with the strategic plan. The Controller is a member of the senior management team and a liaison to the Audit and Finance Committees of the Board of Directors.
Reports To: Executive Director

Develops and maintains appropriate policies and procedures to ensure adequate internal control and safeguards for receipt of revenue, cash handling, purchasing, program budgets and expenditures including recommending process improvement to strengthen internal controls and cost containment.
Oversees the efficient and timely performance of the accounting activities of the Society ensuring compliance with appropriate GAAP standards, regulatory requirements, rules for non-profits, and the History Center’s strategic plan.
Leads all financial operations including accounts payable, accounts receivable, general ledger, journal entries, bank reconciliations and depreciation schedules.
Prepares monthly financial reports including financial operating statements and balance sheet
Oversees the Society’s credit/collections function and policies.
Oversees cash management strategies including cash forecasting and cash flow management.
Analyzes financial data and presents financial reports in an accurate and timely manner including clearly communicating monthly, quarterly, and annual financial statements as well as monitoring progress and changes and keeping senior management abreast of financial status.
Assists senior management in the annual budgeting and planning process; comparing actual results to budget with a view to identify, explain, and correct variances as appropriate.
Manages and maintains banking relationships.
Supervises preparation of all federal and state tax returns and all other Federal/State filing requirements in an accurate and timely manner.
Assists with the annual audit of the organization by the Society’s independent accountants.
Oversees preparation of payroll.
Works closely with the Executive Director in the development and economic evaluation of various fringe benefit programs for staff and program components.
Oversees all financial, project/program and grants accounting; ensuring that expenditures are consistently aligned with grant and program budgets throughout the grant period and including collating financial reporting materials for government, corporate, and foundation grants.
Manages and tracks the performance of invested assets in keeping with policies and investment guidelines set by the Board of Directors.
Assists with the preparation of the annual report.
Attends Board of Director meetings as well as meetings of the Finance and Audit Committees and participates in strategic planning.

Bachelor’s degree with an emphasis in accounting or finance or equivalent years of experience. CPA and MBA preferred
Five or more years in accounting and finance. Non-profit and/or payroll/HR experience is preferred
Proven ability to work on cross-functional teams
Proficiency in general leader, spreadsheet, word processing, presentation and accounting software. Blackbaud software experience a plus. Altru and Financial Edge experience preferred
Decision-making abilities, accuracy and thoroughness, promptness, and dependability.
Personal qualities of integrity and credibility.
Excellent written and verbal communications with the ability to use the utmost discretion in all presentations and communications for staff, Board of Directors, and the public.
Results and profit-oriented with the ability to balance out other mission and business considerations.
Valid driver’s license and ability to provide own transportation

The above description and qualifications are not all-inclusive and represents a majority of the key responsibilities of this position. Other duties may be assigned in the course of activities as required to fulfill the directives of the organization and strategic plan or as designated by executive staff. Work environment is primarily in an office with some walking and driving between the office to the Museum and local businesses; some light lifting; some nights and weekends.

*Final Candidates must pass a background check, must be able to live and work in the United States and must be required to pass a drug test.
John Bula
Member: 2012
Posts: 24

Subject: Re:Controller Position Opening at the Historical Society of Central Florida

Submitted on 03-25-14 1:10 pm.
Mark and Jeff,

I read the Controller posting in Orlando.

I would be interested in this opportunity.


John Bula
Tampa, FL
Jeff Kuchar
Member: 2008
Posts: 8

Subject: Re:Controller Position Opening at the Historical Society of Central Florida

Submitted on 03-25-14 4:48 pm.

I would reach out to Kimberlee directly...her contact information is provided above.

Regards, Jeff