Wheaton
Job Description HABITAT FOR HUMANITY VISION AND MISSION The vision of Habitat for Humanity is a world where everyone has a decent place to live. The mission statement is: “Seeking to put God’s love into action, Habitat for Humanity bring people together to build homes, community, and hope!” This mission is accomplished primarily through volunteer labor and donations of money and materials, to build and rehabilitate houses for families in need of affordable housing. It is meant to be a hand-up, not a hand-out, in that the new homeowner is asked to spend a significant number of hours working on his or her new home and will be asked to repay a loan for the cost of the home. ABOUT DUPAGE & CHICAGO SOUTH SUBURBS HABITAT FOR HUMANITY The DuPage and Chicago South Suburbs Habitat for Humanity provides decent affordable housing to those in need who either reside in the state of Illinois, specifically in DuPage County and Chicago South Suburbs. Headquartered in Wheaton and Oak Forest, the affiliate has served over 300 families since its inception and has plans to grow in capacity to serve over 40 additional families per year. DHFH/CSS operates under the umbrella of HFHI, but is solely responsible for funding its operation, choosing partner families, constructing, or rehabbing homes and ensuring the success of its partner families in DuPage County and Chicago South Suburbs. Position Summary The Controller is responsible for all aspects of the organization’s finances, including subsidiaries, and advises and assists in developing and carrying out sound financial policies and procedures. This role oversees the preparation of the organization’s annual budget, monthly and annual financial statements, and coordinates the annual audit in conjunction with an independent audit company; prepares monthly financial reports for all Boards of Directors, and additional reporting as needed for all companies in the organization; works with the volunteer finance committee to oversee organization’s finances; manages all affiliate’s mortgage portfolios; oversees the sale and transfer of investment funds;; prepares reports and administers debt services for lenders, government agencies, as well as matching and grant funds; oversees and manages accounting staff and finance volunteers to complete accounting procedures; ESSENTIAL FUNCTIONS Accounting and financial management Accounting records: · Maintain all accounting records following generally accepted accounting procedures and following financial controls and practices. · Prepare past financial data in support of grant requests, working closely with the executive director and other staff to meet grant requirements. · Ensure timely and accurate monthly bank reconciliations are performed on all organizational bank accounts, reporting any discrepancies to the DHFH executive director and treasurer. · Monitor bank activities using authorized access to the online banking systems. · Organize and manage monthly and annual close processes · Prepare and file property tax and sales tax returns. · Work with treasurer and auditor to assure timely and accurate completion of annual tax filings and audit. · Coordinate and oversee physical inventory of capital assets. · Monitor Habitat ReStore inventory and cash controls including, but not limited to, daily deposit review, surprise cash counts, physical inventory counts and other means consistent with DHFH policies. · Work with Finance Committee Chair and Board Treasurer to plan and lead monthly finance committee meetings and Board presentations. · Keep executive director and all business units informed of status of jobs, profitability and cash flow. · Take the initiative to make recommendations for changes that would improve the accounting controls and make the accounting activities more efficient. · Prepare monthly financial reports, bank reconciliations, dashboard report, mortgage management reports, job cost reports, and cash projections. · Ensure all accounts are in up-to-date status including construction job-cost accounts and reports, providing weekly reports to the construction director. · Work with Finance Committee on quarterly internal audits of affiliate entities. · Work with outside auditors to prepare annual audit and 990 tax returns · Prepare necessary reports for grant funding · be able to apply standard GAAP. Corporate/financial records: · Maintain reports and filing of all corporate financial controls and practices and reports. · Perform annual audit/review of the sub-contractor certificates of insurance records that are maintained by the construction director and notify the executive director of findings and any deficiencies. · Maintain current insurance coverage and insurance records; maintain current signatures on record with the bank. Donations and receipts: · Supervise deposits, cash-counting, drop-box access. Ensure receipt, report, and track donations, mortgage payments, pledges, and/or other monetary transactions in an appropriate manner and on a timely basis and following generally accepted accounting procedures. · Maintain and manage appropriate balances and fund transfers. · . · Reconcile and audit credit card transactions between the point of sale and credit card companies and the bank statement. · Prepare annual donor report to include total gifts by donor, gifts by category of donors (church, civic, individual, etc.), status of pledges. · Process grant funds from governmental, SHOP and other sources per their requirements. Accounts payable, bill payments: · Manage accounts payable; coordinate coding with responsible staff, entering in QuickBooks, maintaining adequate supporting documentation, projecting cash flow requirements and amounts. · Write payable checks and ensure bills are paid on time. · Oversee the booking expenses and withdrawals from the bank account. · Oversee and manage annual 1099, 1096 creation and submission timely · Monitor and audit travel and expense reports, credit card reports Accounts receivable, collections: · Oversee and audit Home Repair Billing process · Oversee and audit HOA Pass Through process · Maintain financial records for HOA’s until deemed stand-alone entities · Oversee performance of collection process and policies for delinquent mortgages, home repair agreements, and HOA payments. · Oversee creation of pledges and work with Development team to reconcile open pledges Mortgage management: · Manage mortgage payment activity to include, but not limited to the enforcement of the payment policy, management/coordination of externally and internally maintained escrow accounts and communication with homeowners about their accounts as appropriate. · Monthly reconcile QuickBooks and mortgage receivable balances, escrow balances and all other mortgage related. · Annually reconcile escrow accounts and provide all mortgage holders with revised payment coupons and payment summary for those that are managed internally and verify changes with external mortgage servicing company. · Coordinate closings and prepare home sale and financing documents (deeds, notes, etc.) for sale of HFHS houses to HFHS partner families. · Record sale of property and book mortgage receivables at time property is closed. · Maintain secured files of recorded of mortgages and deed in the locked fire-safe filing cabinet. · Stay abreast of RESPA regulations and laws and maintain certification as required by HFHI and Governmental agencies. Administrative support · Able to present DuPage Habitat’s mission, vision and programs to the public, interested homeowners, and potential volunteers; assist with promoting the Habitat ReStore and program ministry, maintaining a positive public image. · Assist with general office administration and assignment of duties to volunteer staff. Information systems: · Maintain safe and routine off-site storage of information systems backup as a part of a disaster recovery plan. · Maintain up-to-date partner family files and mortgage documents, correspondence, construction information and final build costs. · Supervise and train administrative and accounting volunteers. General · Willingness to be flexible and a team player, assisting with other projects when requested. · Be available to assist a build site as requested on event builds in a support position. · Other duties as assigned. QUALIFICATIONS & SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: · A bachelor's degree in accounting or finance or a closely related discipline · An MBA or CPA designation is a strong plus · 8+ or more years of experience in accounting, finance, business planning, budgeting, intercompany and WIP accounting · Preference with experience in Not-for Profit and/or Construction industries Competencies/Skills: · Knowledge of and commitment to the Habitat for Humanity concept, principles, and covenant · Knowledge and practice of generally accepted accounting principles, accounting practices, accounts payable and receivable and payroll · Demonstrate strong leadership capabilities and work under minimal direction · Strong project management skills with an ability to multitask · Able to write reports, correspondence, and communications · Ability to effectively present information to employees, management and volunteers and function as a problem-solver · Ability to relate to all types of people and levels in and outside the organization · Ability and skill to retain and motivate staff and volunteers · Must be competent in the use of QuickBooks, MS Office (Excel, Word, Access, Outlook, PowerPoint), knowledge of Raiser’s Edge or other similar donor database programs is extremely helpful; familiarity with SharePoint is a plus. Must have the ability to learn new software packages as needed, including mortgage monitoring and other technology to support affiliate operations. COMPENSATION & BENEFITS DuPage Habitat offers a competitive benefit package including medical, dental, vision, life, short term disability, 403(b) and a generous paid time off package. Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. The job duties listed in this job description may not be inclusive of all requirements of this position; other duties may be assigned Company DescriptionThe DuPage and Chicago South Suburbs Habitat for Humanity provides decent affordable housing to those in need who either reside in the state of Illinois, specifically in DuPage County and Chicago South Suburbs. Headquartered in Wheaton and Oak Forest, the affiliate has served over 300 families since its inception and has plans to grow in capacity to serve over 40 additional families per year. DCSSHFH operates under the umbrella of HFHI, but is solely responsible for funding its operation, choosing partner families, constructing, or rehabbing homes and ensuring the success of its partner families in DuPage County and Chicago South Suburbs.The DuPage and Chicago South Suburbs Habitat for Humanity provides decent affordable housing to those in need who either reside in the state of Illinois, specifically in DuPage County and Chicago South Suburbs. Headquartered in Wheaton and Oak Forest, the affiliate has served over 300 families since its inception and has plans to grow in capacity to serve over 40 additional families per year. \r\n\r\nDCSSHFH operates under the umbrella of HFHI, but is solely responsible for funding its operation, choosing partner families, constructing, or rehabbing homes and ensuring the success of its partner families in DuPage County and Chicago South Suburbs.