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Controller and Director, Financial Planning and Analysis

Full Time

Deadline: Open until filled. Please submit a cover letter and resume.

Ben Franklin Technology Partners of Southeastern Pennsylvania (Ben Franklin) is a mission-driven nonprofit organization that combines the best practices of venture capital investing with a higher purpose – to lead the region’s technology community to new heights, creating jobs and transforming lives.

Ben Franklin is one of the nation’s leading venture development organizations (VDOs). Nationally ranked among the most active seed and early-stage investors, Ben Franklin works to help high-growth innovative enterprises plant and nurture their roots, supporting more than 2,000 companies to create both immediate connections and growth opportunities, while delivering an economic impact of more than $5 billion and 32,000 jobs in the Philadelphia region.

Summary:

Working in our Finance Department, the Controller and Director, Financial Planning and Analysis is responsible for assuring timely and accurate internal and external financial reporting. The position directs management of all accounting functions, including general ledger activities, payables, receivables, valuations, and debt and general ledger activities, and manages the financial closing process. Additionally, the position leads financial planning and analysis, including on-going management reporting.

 

Essential Duties and Responsibilities:

The Controller and Director, Financial Planning and Analysis performs a broad range of substantive duties, such as:

  • Coordinates and prepares internal and external financial statements including monthly, quarterly, and annual closing and consolidation of subsidiaries.
  • Plans, directs, and coordinates all accounting operational functions.
  • Assesses current accounting operations, offering recommendations for improvement and implementing new processes.
  • Oversees cash management functions, including wiring and receiving funds, capital calls, distributions, and managing banking relationships.
  • Evaluates, maintains, and enhances internal control processes.
  • Coordinates activities of external auditors.
  • Evaluates the effectiveness of accounting software and supporting database, as needed.
  • Oversees regulatory reporting, frequently including tax planning and compliance.
  • Coordinates and prepares the annual financial plan and on-going monitoring, expense management and analysis.
  • Develops and monitors business performance metrics.
  • Provides management with information vital to the decision-making process.
  • Supports reporting and analysis for Ben Franklin’s Board of Directors.
  • Contributes to the hiring, training and retention of skilled accounting and finance team staff.
  • Supports the Chief Financial Officer in the execution of all department and organization goals and initiatives, as directed.

 

How You’re a Great Fit (Education, Experience, Skills, Expertise, Capabilities):

Education & Experience:

  • BS/BA in accounting or finance required.  CPA strongly preferred.
  • A minimum of 7 -10 years’ experience in accounting and finance, in a management capacity.
  • Public accounting experience preferred.
  • Industry experience in asset management/private equity/venture capital, and not for profit entities preferred.

 

Skills & Expertise:

  • Knowledgeable on Generally Accepted Accounting Principles and Not for Profit Accounting under GAAP.
  • Knowledgeable in preparation of tax reporting including Form 990, partnership returns, state and local business returns.
  • Exposure to not-for-profit and for-profit accounting and tax matters, with special reference to private equity investments, and compliance with government programs.
  • Strong proficiency in Microsoft Office applications (Word, Excel, Outlook, Office 365), and able to access computer networks as well as with PC-based accounting and other financial systems.
  • Experience with contract management software (such as Salesforce and DocuSign).
  • Experienced and knowledgeable in financial reporting, closing, and accounting processes including maintaining effective internal control environments.

 

Other Capabilities:

  • Ability to work effectively with different stakeholders, including Ben Franklin’s senior management, Board of Directors, and staff; government offices; external auditors; vendors; and our community.
  • Demonstrated ability to manage multiple work tasks (both collaboratively and individually), set priorities, meet deadlines, and quickly adapt to change.
  • Maintains the highest professional standards in written and oral communication.
  • Possesses excellent inter-personal communications skills.
  • Exhibits a high degree of discretion, integrity, and professional accountability.
  • Willingness to learn and grow.

 

Benefits of Working for Ben Franklin:

Ben Franklin offers a competitive salary based on experience and skills and excellent benefits, including employer-paid health, disability, life insurance, retirement savings plan with employer match, flexible spending accounts, tuition reimbursement, and paid time off, including parental leave, professional development opportunities and much more!