Trinity School creates a community of learners in a diverse and distinctly elementary-only environment, in which each child develops the knowledge, skills, and character to achieve his or her unique potential as a responsible, productive, and compassionate member of the School and greater community with the ability to have a positive and meaningful impact on others and the world around them as confident and empathetic leaders, global citizens, innovators, and problem-solvers.
Trinity School respects and protects the dignity and worth of all members of its community without regard to race, color or national origin, religion or creed, gender, sexual orientation, family composition, economic status, or age.
Position Overview This position reports to the Director of Finance and works closely with the Accounting Manager and Director of Human Resources to maintain the financial integrity of the School. Under the direction of the Director of Finance, the Controller coordinates daily financial operations including detailed accounting and reporting. The Controller monitors and maintains systems of internal control and safeguards the School’s assets and provides, both internally and externally, reports of operations. The Controller is tasked with promoting a service-oriented operation while exercising prudent fiscal judgment. The impact of the School’s work is far-reaching and transforming, with the financial management and integrity being key to the success of School financial operations. The person in this finance position can indirectly contribute to the success of students and staff and share in meeting the mission of the School.
Duties, and Responsibilities:
Supervision of accounts payable, accounts receivable, cash receipts, payroll (including retirement payments and quarterly/annual wage reports), and investment and endowment reporting.
Preparation and review of various general ledger entries.
Provides information for the worker’s compensation audit.
Preparation of quarterly internal financial reports and annual audited financial statements Monitors departments’ budget performance and provides forecasts of year-end performance.
Works closely with the School’s auditors and investment consultants. Organizes work paper preparation to support financial audit and assigns preparer and reviewer.
Keeps current on reporting changes of the Financial Accounting Standards Board (FASB).
Oversees the accurate and timely completion and filing of the School’s 990, and 990T.
Works with the Director of Finance on annual budgeting and forecasting.
Serves as a key resource for Director of Finance assisting with periodic reporting to the Board of Trustees, governmental agencies, creditors, and DASL; oversees restricted gifts and endowments; oversees Spotlight on Art revenue; oversees cash management. Attends and drafts minutes of Finance Committee and Investment Committee meetings.
Internal control systems: Maintains effective controls over financial data. Oversees the property, plant, and equipment records and control over disposals and transfers.
Performs annual discrimination testing for the 403(b) retirement plan and limits employer matching contributions for highly compensated employees if needed.
Serves on the 403(b) Investment Advisory Committee and communicates retirement information to employees.
Oversees accurate and timely completion of the School’s 5500 return for the 403(b) and the welfare benefit plan.
Other duties as may be assigned at the discretion of the Director of Finance
Four-year degree in Accounting or Finance; MBA Preferred
Certified Public Accountant (CPA) - Required
Knowledge of endowments, gift reporting, and complicated investments
Minimum of 5 years experience in accounting and financial analysis
Previous public accounting audit management experience - Preferred
Knowledge of financial/business analysis techniques in order to organize financial data and solve a wide range of problems
Strong interpersonal and communication skills
Proficient with various software applications including Microsoft Products, Blackbaud NXT Financial Edge, Raiser’s Edge. Knowledge of Camp Brain beneficial
Ability to prioritize and manage multiple deadlines and projects simultaneously
Ability to exercise independent judgment and resourcefulness in performing administrative tasks and data entry, frequently without instruction and in laying out work procedures and devising work methods; may make routine decisions requiring independent action and discretion in procedural problems in accordance with established policies and procedures.
About Trinity School
Trinity School is an independent co-educational elementary school located in Atlanta, Georgia, serving ages three through Sixth Grade. Founded in 1951, the School is a non-profit, tax-exempt institution governed by an independent Board of Trustees. Since its founding, Trinity's vision has been to provide a nurturing environment in which to challenge students.
Trinity School includes the following:
EED (Early Elementary Division): Threes through First Grade,
UED (Upper Elementary Division): Second Grade through Sixth Grade
During the 2019-20 school year, about 580 students are enrolled. Trinity's 43-acre campus is located in northwest Atlanta.
Trinity students learn to become dynamic leaders in a school that offers a solid academic foundation coupled with programs in the arts, physical education, technology, World Languages, and extracurricular areas. In a society of different cultures, interests, perspectives, and talents, we prepare our students to grow into well-informed young adults who understand their responsibility to others and to the greater community.