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Manager of Fiscal Compliance

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Address:
Watertown, MA
Posting Date:
12/17/2018
Closing Date:
12/17/2023

Manager of Fiscal Compliance

Department: Business Office

Schedule: Full-time, 40 hours/week

Perkins School for the Blind, located near Boston, was the first school for the blind chartered in the United States in 1829. For over 180 years, Perkins School for the Blind has provided quality educational and residential services to students who are blind, visually impaired or deafblind, empowering them to reach their maximum potential. Perkins School for the Blind embraces diversity in ability, thought, culture and belief. We provide equal education and employment opportunities and value the unique talents and contributions of all of our students and staff. 

Summary

Under the direction of the Controller, the Manager of Fiscal Compliance (“MFC”) will oversee all aspects of fiscal compliance.  This includes, but is not limited to, gift and grant administration (federal, state, private), tax compliance and compliance with Massachusetts OSD laws and regulations pertaining to tuition, billing and financial reporting.  In addition, the MFC will manage the annual audits and administer the organization’s insurance program.  The MFC will plan, evaluate, develop, implement and maintain policies and procedures associated with these areas.

Responsibilities include:

Compliance and Administration – Grants and Restricted Resources

  • Provide managerial leadership and oversight for post award compliance and administration of grants (federal, state, private), restricted gifts and endowment funds.
  • Offer guidance to administrators to ensure that use of restricted resources is in compliance with sponsor/donor guidelines, federal and state regulations.
  • Develop and maintain financial management and reporting tools and systems that facilitate the administration of restricted funds by administrators.
  • Perform financial analyses of restricted awards including contracts, grants, cooperative agreements and subcontracts.
  • Review federal, state and private grants/gift proposal budgets to ensure compliance with applicable Perkins and funder policies and procedures, the availability and commitment of institutional resources, and consistency of project plan and propose budget.
  • Support and work collaboratively with members of Perkins’ fundraising department and program areas.
  • Serve as subject matter expect in the areas of:accounting for grants, gifts and endowments; federal awards and OMB Uniform Guidance; Massachusetts OSD laws and regulations pertaining to special education tuition and billing; Massachusetts Uniform Financial Report.
  • Provide managerial oversight for the preparation and filing of Massachusetts Uniform Financial Report.
  • Maintain fringe and indirect cost rate data and calculations.Review and update cost allocation methodologies.

Tax Compliance

  • Serve as the primary information resource on tax compliance and reporting matters, including acting as the primary liaison to federal, state and municipal filing agencies.
  • Responsible for tax compliance and tax/information return preparation including Forms 990/990T and related state returns, sales tax returns, Form 5500.
  • Monitor organizational activities for unrelated business taxable income matters and advise on implications.
  • Provide oversight of unclaimed property process and reporting.
  • Expected to remain current on applicable federal and state tax laws and regulations

General Compliance and Audits

    • Plan and manage annual financial statement, Uniform Guidance and retirement plan audits.
    • Oversee compliance for retirement plans, in collaboration with Human Resources.
    • Monitor compliance with bond covenants, including required semi-annual reports.
    • Support leadership and general counsel with international compliance matters.

    Staff Supervision

    • Work closely with staff to improve existing or introduce new skills and processes, where necessary.Identifies training needs of staff and recommends solutions.

    General

    • Participate in and lead meetings to provide and/or gather information related to areas of responsibility.
    • Present information related to restricted resources, taxes or compliance matters to senior staff and/or committees.
    • Maintain a variety of reports related to areas of responsibility, for the purpose of providing up-to-date information and audit documentation.
    • Supports the Audit Committee of the Board of Trustees.
    • Perform other duties as assigned.
    • Effectively manage the MFC team. Recruit, train and mentor staff. Set performance plans, monitor progress and complete annual written appraisals; provide and promote appropriate professional development and learning experiences, support and provide direction. Monitor and analyze department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy.

     Minimum Requirements:

    • Bachelor’s Degree in Accounting or Business.
    • CPA or public accounting experience, including tax experience.
    • 5-7 years of experience that is directly related to the duties and responsibilities specified.
    • Proficient in understanding of federal awards and OMB Uniform Guidance.
    • Experience in non-profit organizations, Massachusetts Uniform Financial Report (UFR) and related laws and regulations.
    • Experience with Microsoft Dynamics SL.
    • Supervisory experience required.

    Competencies:

    To perform the job successfully, an individual should demonstrate the following competencies:

    • Effectively handles multiple tasks, duties, responsibilities and shifting timelines while meeting deadlines; strong organizational skills.

    • Excellent quantitative and qualitative analytical skills, applied across problems of varying nature and scope.  Excellent accuracy and attention to detail.
    • Takes initiative and has strong sense of ownership for assigned work functions.
    • Excellent interpersonal and written and oral communication skills.

    • Strong problem solving skills, and the ability to recommend and take action with confidence.
    • Ability to work collaboratively and independently.
    • Ability to interpret/enforce policy and procedural questions;

    • Ability to work with all constituents and to foster collaborative relationships within the Business Office as well as with other departments.
    • Strong computer skills and proficiency with Excel at an advanced level.

    Benefits: We provide a complete benefits package which includes tuition reimbursement, medical and dental insurance, LTD and Life insurance, retirement programs and staff development and training.

    Perkins seeks to enhance its community of intellectually, culturally, and socially diverse individuals to enrich the educational experience of our students.  Applicants from a multicultural background, are bilingual, and/or who have relevant life experience are encouraged to apply.

     

    NOTICE OF NON-DISCRIMINATION

    Perkins School for the Blind does not discriminate on the basis of race, color, religion, ethnicity, national origin (including unlawful language proficiency requirements), age, sex (including pregnancy), gender identity, sexual orientation, genetic information, ancestry, disability, and military service in treatment or employment at Perkins, admission or access to Perkins, or any other aspect of the educational programs and activities that Perkins operates.

    Perkins is required by Title VI of the Civil Rights Act of 1964, Section 504 of the Rehabilitation Act of 1973, Title IX of the Education Amendments of 1972, the Age Discrimination Act of 1975, and their respective implementing regulations at 34 C.F.R. Parts 100, 104, 106 and 110, not to discriminate on the basis of race, color, national origin, disability, sex, or age. A

    compendium of those regulations can be found at https://www.ecfr.gov/cgi-bin/text-idx?SID=503a5e825dae16425ec0bfd2ca33cbd0&mc=true&tpl=/ecfrbrowse/Title34/34cfrv1_02.tpl#100.

    The following person(s) have been designated to handle inquiries and complaints regarding discrimination:

    Name and Title: Michele Crews, Director of Human Resources

    Address: 175 North Beacon Street, Watertown, MA 02472

    Telephone Number: (617) 972-7671

    E-mail Address: Michele.crews@perkins.org

    Inquiries concerning the application of each of the federal statutes and their implementing regulations to Perkins may be referred to Ms. Crews or to the U.S. Department of Education, Office for Civil Rights at (617) 289-0111 or 5 Post Office Square, 8th Floor, Boston, MA 02109-3921.