The Controller serves as an employee at will of The Colorado Trust (The Trust). In that capacity, the Controller shall have responsibility for collaborating with and assisting the Vice President and Chief Financial Officer (CFO) in supervising and coordinating the financial functions of The Colorado Trust.
• Supervises and coordinates the financial and accounting functions. • Manages accounting staff. • Manages the preparation of the annual capital and operating budgets. • Manages the preparation of the Finance Department budget. • Ensures accuracy of accounting for all grants and program related investments (PRIs). • Manages the execution of investment purchases and redemptions. • Maintains the accuracy of the investment portfolio. • Manages effective commercial banking relationships and investment manager relationships. • Supervises and coordinates preparations for the annual audit. • Establishes a cash management system, including timely reconciliation of bank accounts. • Supervises preparation of all required tax reports & payment of required taxes, state and federal. • Assists the CFO in preparing for Investment and Audit Committee Meetings of the Board. • Prepares analyses of portfolio performance returns. • Ensures expenditures are paid and recorded in a timely manner. • Establishes, monitors and enforces effective internal controls. • Manages a documented system of accounting policies and procedures.
• Manages the preparation of all financial reporting, including annual financial statements and monthly reports during the year. • Analyze financial results as well as analysis of specific trends or issues. • Manage the preparation of regular forecasts of financial information including cash flows, budget/actual expenditures, and grant expenditures. • Assists with the preparation and reporting of the funding forecast and fund balance projections. • Manages organization insurance policies including annual renewals and assessment of coverage. • Responds to inquiries regarding accounting and finance in a timely and accurate manner. • Represents the Trust as required to external and internal constituencies • Serves as primary back-up to CFO. • To carry out such other duties as shall be assigned.
• Bachelor’s Degree in finance or Accounting, CPA or CMA preferred. • Minimum of 7 years accounting and finance experience. • Previous supervisory skills with a minimum of 5 years managing staff. • Excellent project management skills. • Ability to select, manage and operate accounting computer hardware and software, including management of the links between accounting software packages. • Understands Generally Accepted Accounting Principles and auditing standards within the context of a private foundation. • Has the ability to read, understand and extrapolate key financial information from custodian and individual investment manager reports. • Passion for and commitment to The Trust’s health equity vision, and its mission of advancing the health and well-being of the people of Colorado. • Ability to communicate effectively and respectfully with people of diverse backgrounds, especially across race, ethnicity, gender, and class. • Commitment to issues of community, diversity, equity, integrity, and fairness. • Comfort serving collaborative teams of colleagues both on-site and in remote locations. • Ongoing commitment to improving skills and knowledge acquisition. • Ability to handle confidential issues with discretion. • Action-oriented, self-starter who can work well independently and in teams. • Ability to effectively manage time and meet deadlines. • Comfort creating and adhering to organized systems within flexible and dynamic community environments. • Is a person able to maintain a cooperative, supportive, and amiable relationship with other members of The Trust’s staff, Board, and Trustees. • Has a thorough understanding of The Trust’s legal environment and tax-exempt status. • Exhibits a facility for clear, concise, and honest representation of The Trust through all forms of communication and in all forums. • Possesses a thorough understanding of The Trust’s organizational structure and the interaction of the separate functional elements of the foundation (i.e. executive, finance, evaluation, communications, and administration). • Maintains a confidential stance with respect to the business and affairs of The Trust and those with whom it has relationships. • Possesses leadership skills such as to invite and sustain the confidence of the Board and staff of The Trust and to promote the credibility of The Trust in the community at-large. • Understands and communicates The Trust’s vision of ensuring all Coloradans have the opportunity to thrive.
The Colorado Trust is a grantmaking foundation dedicated to ensuring all Coloradans have the opportunity to thrive. The Colorado Trust provides funding and resources to people and organizations across Colorado that are working to make positive changes in their communities. We work side by side with Coloradans, including people who have been left out of decision-making and are directly impacted by hardships. The Colorado Trust also provides grants and support to organizations advocating for local and statewide policies that have a positive impact on people's well-being.
The Colorado Trust strives to maintain a diverse workforce that reflects the communities we serve.