Corporate Controller

About Us Social Finance is a national nonprofit and registered investment adviser (SF Advisers, LLC). We work with the public, private, and social sectors to create partnerships and investments that measurably improve lives. Since our founding in 2011, we have mobilized over $500 million in new investments designed to help people and communities realize improved outcomes in workforce and economic mobility, health, and housing.    We are driven by the belief that social and economic systems should enable all people to thrive, and the conviction that we can create the most meaningful and measurable change in our communities when governments and markets work together. Our organization is built upon five core values: people, performance, integrity, collaboration, and inclusion.    Our work spans four areas: Impact-first Investing, Workforce and Education Investments, Advisory & Public Sector Practice, and the Social Finance Institute. Our Impact-first Investment team designs, launches, and manages investments that provide solutions for effectively deploying impact capital across a range of social outcomes. Our Workforce and Education Investments team designs, launches and manages financial solutions focused on addressing workforce challenges, including skills acquisition and training access. Our Advisory team partners with government and philanthropy leaders to implement data-driven programs for advancing social impact. And through the Social Finance Institute, we aim to build the field and change systems through actionable research, communities of practice, and educational outreach.   The Opportunity The Corporate Controller is the senior accounting leader at Social Finance and the Chief Financial Officer’s closest partner in running the corporate finance function. You will own the integrity of our financial reporting, and you will lead the planning, budgeting, and analysis work that shapes how the organization deploys its resources. This role is built for someone who has a strong technical accounting foundation and now wants to spend a substantial share of their time strategically leading and planning: building the budget, running the forecast, modeling scenarios, leading a team, and helping business and operational leaders make sharper decisions with better information. You will lead and manage a team of 4, oversee an annual operating budget of approximately $30 million across multiple entities and active donations and grants, recoverable grants, government awards, and sit on the firm’s Management Team. It is a good fit for candidates who want to apply accounting and finance expertise in a mission driven setting, and who are equally comfortable setting direction and getting the details right. Responsibilities Reporting to the Chief Financial Officer, the Corporate Controller leads the Corporate Finance group across planning and analysis, nonprofit accounting, tax, reporting, audit, and risk management. Responsibilities fall into four areas. Planning, analysis, and management reporting Lead the annual organizational operating budget process from start to finish, partnering with business practice and functional leaders to build, challenge, and finalize their plans Own budget to actual reporting and variance analysis, including the written narrative that explains what the variances mean and what should change as a result Build and maintain the multiyear financial model and rolling forecast, including scenario analysis for new investments, contracts, and hiring decisions Prepare project budgets and pricing for contract and grant based proposals, and track realized margin against what was proposed Develop recurring management reporting and metrics that give business leaders a clear, current view of their financial position Prepare quarterly reporting materials for the Board, Finance Committee, and Audit Committee Accounting operations and close Oversee the finance team’s day-to-day accounting operations, covering: revenue contracts, the production of invoices, and revenue recognition expense contracts and commitments, with authorization protocols as necessary timely transaction posting to the general ledger payroll processing monthly balance sheet reconciliations Own the month end and year end close, and work to shorten the close calendar without compromising accuracy Maintain accurate and timely accounting of revenues and expenditures across all lines of business Manage all accounts and financial reporting systems to ensure compliance with U.S. GAAP Grants, compliance, audit, tax, and risk Oversee federal grants financial management, reporting, and compliance, including Uniform Guidance (2 CFR 200) requirements and the annual single audit Monitor financial activity on grant programs and prepare expenditure reports for program managers as needed Manage the annual financial statements audit for all entities Manage federal and state nonprofit tax filings and registrations for Social Finance, Inc. and affiliated entities Develop and monitor internal controls, policies, and procedures Own the enterprise risk management function, including maintaining the organizational risk register, coordinating periodic risk assessments with practice and functional leaders, and reporting key risks and mitigation plans to the Management Team and Audit Committee Team, systems, and continuous improvement Lead, coach, and develop a team of 4, including goal setting and ongoing performance management Improve the efficiency and effectiveness of the Corporate Finance function through better process design, fuller use of systems including Sage Intacct, Rippling, Roghnu, Power BI, Tableau, Bill.com, Expensify, etc. and thoughtful adoption of automation and AI tools where they measurably improve accuracy or free up capacity Upgrade processes with an eye for achieving efficiency and clarity Lead or support special projects and ad hoc analysis