Reporting to the Chief Financial Officer (CFO), the Controller is responsible for ensuring the sound financial management of the Association, which is a 501(c)(6) professional membership organization composed of a national office and 55 chapters and with related entities including the NASW Foundation, which operates as a 501(c)(3); a political action committee (PACE); and NASW’s Legal Defense Fund (LDF), which is formed as a trust. The Controller is responsible for the daily operation of an accounting department that serves multiple entities, operates in multiple time zones, and includes every state and US territory. The Controller also works on a limited basis with NASW Assurance Services (NASW ASI), which is NASW’s wholly-owned, for-profit subsidiary that provides insurance products and is included as part of NASW’s consolidated financial audit; the Controller is not responsible for ASI’s accounting operations, which are performed separately by ASI.
Included in the Controller’s responsibilities are the functions of general accounting, financial statement preparation, payroll processing, audit preparation, receivable management, balance sheet account reconciliation, grant accounting, and tax administration including 990 preparation and maintaining compliance with applicable federal and state tax laws and regulations and as required by GAAP, FASB, IRS, DOL, and the FEC. The Controller also contributes to the oversight of NASW’s benefits and pension plans, particularly as it relates to required plan audits and filings.
As primary stakeholder of the financial system, the Controller ensures that technology is leveraged effectively to meet the Association’s financial reporting needs.
BASIC DUTIES & RESPONSIBILITIES
Participates in the development of financial policies, practices and procedures. Implements, monitors and interprets established financial policies, practices and procedures. Ensures NASW financial policies and procedures adhere to generally accepted accounting principles (GAAP) and standards.
In partnership with the Accounting Manager, the Controller coordinates the daily work activities of employees within the Accounting Department. Determines work assignments, schedules and priorities. Evaluates work results and recommends personnel actions which affect subordinates.
Oversees and approves the preparation of monthly financial statements and reports according to the established closing schedule. Oversees or reviews and approves all reconciliations, financial schedules and statements, grant and interfund transactions, including activities of NASW, the NASW Foundation, PACE and LDF.
Devises and implements strategies to collect outstanding receivables and effectively resolve customer or vendor complaints. Monitors and improves results.
Plays a key role in the oversight of grant accounting. Oversees the calculation of the Association’s indirect cost rate and allocations to Association programs, including grants and contracts. Oversees the preparation of financial reporting and billing to governmental agencies and other organizations under grant awards.
As the primary end user and “client owner” for all financial systems, is responsible for the selection, implementation and effective use by staff of all accounting software packages. Maintains primary responsibility for maintenance of the National and Chapter financial applications. Partners with the IT Department and IT system providers on an operational as well as strategic level to ensure system effectiveness and adoption by staff.
Continuously reviews and assesses processes, systems, and Accounting staff roles and responsibilities, and recommends and implements actions to improve efficiency, strengthen internal controls, and improve customer service. Works with Membership Services and Programs to develop and maintain accounting processes and systems that support appropriate and efficient transaction processing for members and client departments.
Partners with the CFO and Director of Budget, Finance and Treasury Operations to maintain NASW’s National Office relationships with various financial institutions, including investment houses and banks.
Monitors accounting for special projects and related entities as needed.
Stays current with governmental regulations, GAAP, FASB, IRS, DOL, FEC and Sarbanes Oxley requirements with regard to accounting policies in general and with attention to the reporting requirements associated with the NASW’s political action committees at the state and federal levels and NASW’s defined benefit and 401(k) pension plans. Oversees preparation of all of NASW’s audits, including the consolidated financial audit comprised of the Association’s national office and chapters, the Foundation, LDF, PACE, and ASI; as well as NASW’s two pension plans, a defined benefit plan and a defined contribution plan.
Oversees preparation of the 990 and maintains compliance with state and local sales and use, personal property and other tax filing requirements. Oversees calculation of lobbying costs for the 990 and partners with Office of General Counsel in providing advice to entities relating to recordkeeping and recording.
Provides staff support to committees of the NASW Board of Directors, including the Audit Committee and Finance Committee. Also provides staff support to the NASW Foundation and its Board of Directors and to other entities as needed.
Maintains compliance with required PAC reporting and FEC requirements.
Performs additional duties and responsibilities, as required.
Master’s degree from an accredited College or University in accounting, economics, finance or a related field with an MBA preferred.
Certified Public Accountant (CPA) certification required.
Extensive knowledge of GAAP, FASB, and Sarbanes Oxley regulations, and other federal and state laws, regulations and requirements.
In-depth knowledge of acceptable association accounting principles, practices and procedures, and understanding of proper accounting treatment for contracts, grants and contributions.
Knowledge of best practices in accounting and financial operations.
Working knowledge of various financial accounting systems (e.g., Dynamics SL, Budget Maestro, GP, PN3 Solutions, Ceridian Payroll).
Working knowledge of association management systems (such as iMIS) is strongly preferred.
Knowledge of PAC reporting requirements and federal and state election laws highly preferred.
Excellent verbal and written communications skills, including the ability to effectively communicate technical financial matters to non-financial managers; the ability to effectively communicate at the executive level. Must possess executive-level presentation skills.
Ability to lead, collaborate and manage in a complex environment with multiple competing priorities.
Ability to plan, organize, and direct a wide array of business and financial services.
Ability to establish and maintain cooperative business relationships and to build credibility and trust throughout the organization.
Ability to effectively manage conflict to successful resolution.
Strong problem identification skills, including the ability to problem solve and generate creative solutions, exercise common sense and sound judgment, and make effective decisions based on accurate and timely analyses.
Strong analytical and mathematical skills.
8-10 years of prior related experience, preferably in a professional association or non-profit environment with multiple entities, specifically 501(c)(6), 501(c)(3) organizations, and PACs.
Experience with defined contribution and defined benefit pension plans and knowledge of ERISA, IRS and DOL rules and regulations regarding pension plans is required.
Experience with PAC reporting and FEC requirements highly preferred.
Experience working with local chapter organizations or field offices is highly preferred.
About National Association of Social Workers
Founded in 1955, the National Association of Social Workers (NASW) is the largest membership organization of professional social workers in the world, with more than 120,000 members. NASW works to enhance the professional growth and development of its members, to create and maintain professional standards, and to advance sound social policies.