Assistant Controller in Upland, CA at Vaco

Date Posted: 5/3/2021

Job Snapshot

  • Employee Type:
  • Location:
    Upland, CA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

Job Purpose: The Assistant Controller leads a team providing a spectrum of financial accounting services to a member of the Claremont Colleges. The Assistant Controller ensures that high quality customer service is provided in a professional manner.

Essential Functions:

  • Maintains the general ledger in accordance with GAAP and higher education industry practices;
  • Maintains grants subledger system and post award grant compliance.
  • Maintains pooled investment accounting, unitization, and unit market value;
  • Maintains deferred giving accounting
  • Prepares, reviews and analyzes external financial reports;
  • Implements and monitors systems that ensure accurate, timely and responsive financial recording;
  • Coordinates annual external audit and prepares audit schedules;
  • Coordinates preparation and complies information for internal revenue service information and tax returns and other regulatory filings;
  • Builds and maintains positive working relationships with internal and external constituents;
  • Maintains and evaluates internal controls and key processes by developing/collaborating with internal constituents to implement best practices and streamlined processes
  • Takes leadership in disseminating information and provides advice and counsel to constituencies.

Supervision Responsibilities

  • Recruits, selects and retains staff that has professional capabilities and has the capacity to work effectively in an environment with changing requirements.
  • Provides ongoing coaching to subordinates which is balanced, constructive, timely and contributes to an atmosphere of open communication and trust.
  • Conducts annual written performance appraisals for all staff. Conducts a 90-day introductory period review for all new employees.
  • Communicates job requirements to subordinates and assures that subordinates have the appropriate training and development to complete tasks. Ensures that job descriptions in area are current and recommends changes as needed.
  • Develops and maintains a collaborative team dedicated to serving the changing needs of the constituents and the Financial Services Office.
  • Addresses employee work habit and performance problems in a timely manner with appropriate follow up.


  • Provides timely data that reflects the needs of each constituent.
  • Monitors all financial transactions and reports processed in areas of responsibility to ensure compliance with institutional guidelines, generally accepted accounting principles and federal and state regulations.
  • Maintains an understanding of constituent's business issues, practices and policies through regular communication with appropriate personnel.
  • Provides advice and counsel to constituents regarding reports to ensure that relevant information is available, understood, necessary, and useful.
  • Maintains capacity of team and ensures availability of personnel to perform the work by through allocation of responsibilities and/or cross training.
  • Establishes and/or maintains internal control procedures which ensure appropriate checks and balances to fulfill legal and ethical responsibilities.
  • Conducts training for constituents to increase appropriate use of services.
  • Establishes and maintains effective monitoring processes that reflect the quality of the service provided.
  • Assesses potential for improvement of systems and processes, recommends and implements changes where appropriate. Demonstrates a forward thinking perspective and embraces process improvement.
  • Maintains sub-ledger accounting systems in areas of responsibility (where appropriate)

Self Management Skills and Abilities

  • Collaborates with superiors, subordinates, peers, and constituents resulting in trust and free-flowing communication.
  • Establishes and adjusts priorities that distinguish the important from the urgent.
  • Multitasks effectively and demonstrates responsiveness to constituents, subordinates, peers and superiors.
  • Projects and establishes a standard reflecting a professional image through dress, demeanor and office environment.
  • Communicates relevant information clearly and concisely in a timely manner in written and verbal form.
  • Demonstrates initiative through early identification of problems and resourcefulness in timely resolution.
  • Demonstrates openness and responsiveness to new ideas and change and is able to influence others likewise.
  • Demonstrates ability to follow through and implement plans and changes.
  • Fosters respect from others.

Required Education:

  • Bachelor's degree in accounting or related field, or an equivalent combination of education and experience

Preferred Qualifications: The following qualifications are preferred:

Preferred work experience includes: Accounting experience in a non-profit organization or institution of higher education, and/or CPA or auditing experience.

Other preferred qualifications includes:

  • Proficiency in various accounting software systems and other information technology and the ability to learn new software
  • Experience and knowledge of Workday