California State University, Fullerton
California, United States
Salary Not specified
Oct 09, 2020
Employment Level
Employment Type
Full Time
Fullerton, California, United States | Accounting | Full-time

Title: Controller
Starting Compensation Range: $54,080 - $129,528

The Controller serves as the chief accounting and budget officer for Associated Students Inc., California State University, Fullerton (ASI) and in support of the University Instruction-Related Activity (IRA) budgets. The Controller has broadly delegated authority for corporate accounting, financial planning, internal control and budget functions and holds primary responsibility for the accuracy and integrity of ASI' financial data and reports. The Controller is expected to exercise significant corporate fiduciary judgment especially in the design, development and implementation of policies, procedures, and best practices related to fiscal management. The Controller manages the staff and functions of the Accounting Office and is responsible for daily oversight of all accounting functions to ensure compliance with Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB), CSU system, and University requirements. The Controller oversees all reporting to CSUF for student organization agency accounts and IRA funds. This position serves as the principal liaison with University, CSU and Chancellor's Office in regard to financial planning, administration, and audit.

Essential Duties and Responsibilities include the following. Other duties may be assigned
  • Directs the recruitment, selection, training, and evaluation of all full-time employees of the Accounting Office. Directly supervises, provides leadership, and appropriately assigns and delegates duties to ensure the appropriate segregation of duties in a fund accounting environment characterized by a high volume of transactions.
  • Develops, maintains and implements a documented system of accounting policies and procedures to enforce internal controls and best practices in the general operation and financial management of the Accounting Office and each department and program it serves. Oversees the development of work manuals, forms, and training materials to guide the activities of accounting staff in carrying out critical accounting functions including accounts payable, accounts receivable, bank reconciliation, cash handling, purchasing, cash management, fixed assets, and coordination with University accounting operations (Accounts Payable, Receivable). Provides day-to-day direction and coordinates workflow.
  • Directs the adaptation of financial and accounting functions to fully utilize accounting system software solutions. Ensures the effective operation of the accounting system and related procedures, including the training of accounting staff on computer operations and peripheral equipment. Directs the operation of computer systems and related accounting programs and monitors operation to detect risk, error or failure.
  • Enhances the use of financial software and organizes automated accounting procedures around best practices. Identifies efficiencies, develops and implements work steps and systematic solutions for improved accounting processes. Oversees the coordination of system innovation, new module solutions, upgrades, maintenance and equipment needs to continually improve efficiencies in the accounting office.
  • Oversees the evaluation of accounting system software. Directs the use of, enhancement of, conversion and update of or transition to new accounting system software. Evaluates recommendations to leverage existing or new systematic solutions for all accounting and financial reporting functions. Directs system planning and priority setting. Oversees system conversion and system upgrade during testing and implementation.
  • Serves as the primary liaison between software system vendor and organization. Reviews annual software agreement(s) and negotiates and arrange payment.
  • Ensures coordination with ASI's IT system administration, Auxiliary Services Corporation, and Campus Information Technology for support on all system hosting and services and support required.
  • Develops, implements, and monitors all cash-handling procedures to include safe acquisition and management; deposit and pick-up of operational cash bags; handling, control and storage of event and amusement ticket inventory; and training of employees who handle cash transactions.
  • Develops, implements, and monitors credit card and purchasing policies and procedures. Ensures the proper verification of all purchase order requests and check requests for compliance with procurement policy, competitive bidding, vendor insurance, and contractual requirements. Ensures that accounts payable are paid in a timely manner and that all vendor discounts are taken on accounts payable.
  • Develops, implements, and monitors accounts receivable policies and procedures. Ensures the proper billing and collection of moneys owed to ASI for childcare services, facility rentals, services rendered to related entities (i.e., CSUF, ASC, Philanthropic Foundation) and for reimbursement from ASB and IRA fees for expenditures incurred by ASI on behalf of organizations and departments supported by those fees.
  • Reviews and approves all purchase orders prepared by ASI accounting staff. Reviews and approves all IRA purchasing transactions that are processed through the University, including independent contractor requisitions, travel requests, payroll expenditures, purchasing requisitions, and other University forms. Ensures that transactions conform to applicable procurement policies and procedures based on funding source.
  • Serves as a signatory on all ASI checking accounts. Monitors cash flow and overall Treasury management Approves all cash transfers initiated by subordinate staff. Monitor investment performance and compliance with policy.
  • Directs period-end closing activities for monthly, quarterly, and annual financial report preparation. Develops, enforces and documents period-end closing schedules and ensure that related activities are completed in a timely manner. Review and approves the preparation of accruals, bank reconciliations, and general ledger reconciliations.
  • Develops and maintains an effective and scalable chart of accounts that facilitates financial reporting and measurement. Sets up classification of accounts. Reviews and approves all requests related to changes in income and expense designations for each program in ASI.
  • Reviews, approves and issues monthly/quarterly/annual financial statements for all funds and departments for which accounts are maintained. This includes statements of financial position, cash flow statements, and incomes statements.
  • Assesses, develops, and formulates ASI financial plans and annual budget, including development and implementation of a budget cycle schedule and systems for monitoring financial trends. Prepares detailed cash flow projections for all divisions of the budget. Analyzes and evaluates the long-range impact of financial status and makes recommendations to Executive Director.
  • Conducts and coordinates the preparation of financial studies and reports including UBIT report, Annual Cost Recovery Report, Directive 11 forms, Fee waiver data, and Annual Children's Center Agreement. Assists the Executive Director on various presentations and development of organizational reports.
  • Coordinates and oversees the preparation of annual operating budget requests for ASI, including the Titan Student Center (TSC), Student Recreation Center, Children's Center and programming and recreation on the Irvine campus. Prepares final budget proposals and requests for presentation to TSC Board of Trustees, ASI Finance Committee, and ASI Board.
  • Prepares annual proposed budget for review with University Chief Fiscal Officer. Attends annual budget review meetings with university officials. Communicates with University staff to promote general knowledge of ASI's fiscal plans, solid financial health, and support for student driven plans.
  • Consistently monitors budget and expenditures throughout the year. Reviews, approves, and initiates any departmental budget transfers/adjustments. Oversees the execution of any required Board action.
  • Serve as Trustee for Post-Retirement Health Care & Life Insurance Employee Trust. Reviews monthly Bank Investment reports. Supports the preparation and review of annual trust actuarial reports and projects future year's budget costs for ASI and TSC. Coordinate payment of ASI and TSC annual obligation (based on actuarial report) to City National Bank.
  • On behalf of Executive Director, initiates, prepares for, and coordinates all external audits, internal audits, tax filings, and annual reports. Serves as primary contact and liaison with the Certified Public Accountants selected to conduct ASI's annual audits and coordinates the provision of information to them. Serves and primary contact and liaison with university internal auditor, CSU Audit and Advisory Services, and all taxing authorities.
  • Initiates IRA Annual Agreement (between ASI and University) to administer IRA annual budget. Completes annual IRA Trust Agreement for the Executive Director with University.
  • Participate on various ASI and University Committees, ASI Finance Committee ex-officio.

    Education, Work Experience Requirements and Abilities:
    BA/BS Degree in Accounting or Finance or related field or equivalent combination of education and experience. Designation as a Certified Public Accountant or Certified Management Accountant preferred.

    Minimum of seven years of progressively responsible professional experience in the coordination of business and financial affairs within a non-profit setting. Experience in identifying, analyzing, and developing solutions to financial and business-related problems.

    Knowledge and abilities:
  • Knowledge of accounting and business principles, budget and fiscal matters is essential.
  • Expert level knowledge of all Microsoft Office technology tools especially excel and outlook.
  • Expert to intermediate knowledge of financial enterprise software.
  • Experience in developing and analyzing budget data and business contracts.
  • Ability to conduct meetings and make budget and financial presentations.
  • Ability to supervise full- and part-time staff.
  • Ability to set work priorities and work with relative independence.
  • Demonstrated ability to work effectively within a complex organizational setting and a multi-cultural campus environment.
  • Work effectively with co-workers, customers, and others by sharing ideas in constructive and positive manner; listening to and objectively considering ideas and suggestions from others; keeping commitments; keeping others informed of work progress, timetables and issues; addressing problems and issues constructively to find mutually acceptable and practical business solutions; addressing others by name, title or other respectful identifier and respecting the diversity of our work force in actions, works and deeds.
  • Ability to carry out assignments without detailed instruction; ability to speak and write effectively and develop clear and concise reports.
  • Working knowledge of ASI Policy statement and University Presidential Directives and Chancellor's office Executive Orders as they relate to ASI. Knowledge of Education Code and Title 5 as they relate to ASI.
  • Ability to analyze detail in order to recommend solutions, provide thorough and accurate results.
  • High degree of organizational skills.

    Core Competencies
  • Governance, Risk and Controls
  • Leadership and Management
  • Communication Skills
  • Ethics and Professionalism
  • Staff Development and Team Building
  • Strategic Planning and Execution
  • Financial Planning and Analysis
  • Financial Reporting
  • Process Improvement
  • Financial Systems Assessment
  • Financial Systems Implementation
  • Budget Planning/Administration

    Additional Requirements:
    Typical Working Conditions
    Work performed in a temperature controlled office environment. Maintain and deal with a wide variety of public contacts including campus officials, members of the Board of Directors, staff, students, and campus community.

    Special Requirements:
    Must be able to pass a pre-employment urine drug screen. First Aid and CPR Certification within six (6) months of employment. Employment will be contingent on a satisfactory employment history and criminal background investigation. Subject to DMV Pull program requiring valid driver's license, current auto insurance be on file at all times and must meet CSURMA driving standards. May be required to drive occasionally as needed.

    For more information or to apply, please visit:


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