Assistant Controller

Position Overview
The Assistant Controller at Kupu plays a vital role in ensuring the organization's financial health and accountability by overseeing multiple aspects of financial operations, reporting, and leadership. This position involves managing financial transactions, maintaining accurate records, leading a team of accounting professionals, leading project-based initiatives, and collaborating closely with other departments to support Kupu's mission-driven initiatives. The Assistant Controller provides additional support in the areas of external audits, streamlining, analysis, month-end close, and reconciliation.

Essential Functions and Responsibilities

• Conduct oneself with integrity, credibility, professionalism, and unwavering commitment to Kupu’s mission; a proactive, hands-on strategic thinker who supports the controller in the oversight of the accounting function of Kupu.
• Oversees day-to-day financial operations, including accounts payable, accounts receivable, funder compliance, and general ledger functions.
• Manages and reconciles bank accounts, ensuring accuracy and timeliness of financial transactions.
• Prepares and reviews financial statements, reports (including single audit report), and analyses, ensuring compliance with generally accepted accounting principles (GAAP), funding requirements (including 2 CFR Part 200), and organizational policies.
• Provides timely and accurate financial information to the CFO and senior leadership.
• Prepares or assists in preparing tax filings such as 990s.
• Collaborates with department heads to develop annual budgets and financial forecasts.
• Monitors budget performance, analyzes variances, and provides insights to support budget management.
• Leads, mentors, motivates, and develops a team of accounting professionals, fostering a positive, collaborative, and high-performing work environment.
• Sets clear goals, provides guidance, conducts performance evaluations, and issue corrective actions.
• Establishes and maintains effective internal controls to safeguard financial assets and ensure compliance with accounting standards and regulations.
• Collaborates with auditors during annual audits and ensures timely completion of audit requirements.
• Continuously assesses accounting processes, identify areas for improvement, and implement streamlined workflows and automation solutions.
• Enhances efficiency and accuracy in financial operations.
• Meets with cross-departmental leaders regularly to review and provide guidance on managing awards and spending plans.  
• Provides financial expertise to support grant reporting and donor compliance.
• Assists with leading project planning, execution, and monitoring phases, ensuring adherence to timelines, budgets, and quality standards.
• Coordinates projects, allocates resources, and provides direction to meet project objectives and deliverables.
• Other related duties to meet the ongoing needs of the organization.
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Minimum Qualifications:

• 3-5 years of progressive accounting experience, with 3+ years in a supervisory or managerial role.
• Bachelor’s degree in accounting, finance, or a related field.
• Proven ability to prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP).
• Capacity to translate financial terms into understandable concepts for program decisions.
• Solid experience coordinating audit activities, financial reporting, budgeting/forecasting, analysis, and general ledger functions.
• Proficiency in accounting software and financial management systems.
• Strong analytical skills and the ability to interpret financial data for strategic decision-making.
• Excellent leadership, communication, and interpersonal skills.
• Detail-oriented with strong organizational and time management skills.
• Experience with process improvement initiatives and technology solutions.
• Proficiency in Microsoft Excel and other relevant software applications.

Preferred Qualifications

• CPA designation.
• Understanding of nonprofit accounting principles.
• Experience with Federal funding (2 CFR Part 200), single audit, and 990 preparation.
• Experience with Nexonia and Sage Intacct or similar expense/accounting software.

Physical Requirements                                            

The physical demands described below are representative of those that must be met to successfully perform essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Extended periods of sitting at a desk or workstation
• Using a computer keyboard and mouse
• Regularly working with computer screens
• Precise use of fingers and hands
• Effective verbal and written communication
• Occasional Standing/Walking
• Occasional lifting and moving light to moderate loads of office supplies or documents