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Organization Name: 
HealthSpark Foundation
Job Type: 
Position Description/Overview: 

The Controller is charged with managing the day-to-day fiscal operations of HealthSpark Foundation and its subsidiary, 2506 LLC that owns and manages the Community Partners Center.  This key individual reports to the president, supports two boards and staff managing and overseeing all investment, financial, audit, tax reporting, and related fiscal activities.  The ideal candidate is experienced in nonprofit accounting/financial management and thrives in a highly collaborative culture within an organization that continuously aspires to the highest of standards. 

Key Responsibilities: 

Position Responsibilities

Financial Management

  • Manage banking and out-sourced investment portfolio relationships with third parties including distributions from restricted accounts
  • Support investment committee and president in overseeing the management of a $40 million investment portfolio
  • Prepare and manage annual budgets for foundation and 2506 LLC
  • Provide financial oversight, monitoring and reporting of 2506 LLC revenue, expenses and cash flow including tracking common area maintenance and capitalized expenditures
  • Ensure the timely and accurate completion of month-end reporting
  • Develop and maintain efficient and effective accounting and financial systems, reporting, budgeting and cash management systems and processes
  • Oversee administrative and operational accounting (cash flow analysis and management, grants payment, payroll, payroll taxes, HSA contributions, accounts payable, inventory and purchasing)
  • Coordinate and plan for cash requirements with financial advisory and custodian
  • Prepare monthly and quarterly financial statements including budget variances and key performance measures
  • Consult with auditor seeking clarification on issues related to spending policy, taxation, investment accounting, etc.
  • Lead annual audit, assist with preparation of IRS Form 990-PF tax return including creation of all workpapers, documents and narratives in coordination with board committee
  • Monitor and ensure compliance with all external agencies (e.g., IRS minimum distribution; PA Bureau of Charitable Organizations; Annual Form 5500 and Quarterly census reports to U S Labor Dept.; HealthSpark sales tax exemption filing)
  • Monitor the mortgage and its underlining SWAP performance
  • Manage insurance relationships (coverage review, renewal, and claims)

Professional Qualifications

  • Bachelor’s Degree is required; MBA and/or CPA preferred
  • Minimum five years of prior nonprofit accounting experience in a professional office setting
  • Experience implementing Modern Portfolio Management Theory and managing an endowment.
  • Prior nonprofit audit experience preferred
  • Private foundation experience a plus
  • Proficiency with Microsoft Suite applications (Office 365, Word, Excel. Power Point)
  • Proficiency in the use of QuickBooks
  • Familiarity with Foundant and its interface with QuickBooks a plus
  • Familiarity with database management, customer relations management software a plus

$90,000 plus benefits

Open until filled
Contact for Additional information: 

Dunleavy & Associates has been retained by HealthSpark Foundation as their partner for this search. All interested candidates should submit a resume and cover letter via the following link: