Westmont College
Position Summary
Position Summary : The Assistant Controller plays a key role in Westmont College’s financial operations by ensuring accurate accounting records, regulatory compliance, and the timely delivery of financial information. This position advances the College’s mission by providing financial leadership and stewardship of institutional and gift-funded resources, overseeing core accounting functions, supporting reporting, and facilitating clear communication with leadership, Trustees, and external stakeholders. Responsibilities
Recurring Accounting Activities Monitor and reconcile deposits of payments received online, in-person, and via mail Oversee all accounts payable operations, ensuring accurate substantiation, approval, payment, and reconciliation of outstanding balances Perform and review bank reconciliations to ensure accuracy and completeness Validate accounting procedures performed by other departments, including employee benefit expenditures, payroll entries, and auxiliary services revenues Support Chart of Accounts maintenance to ensure consistent financial reporting Prepare and file the IRS Form 990 for the College and the College Foundation Record and reconcile annuity and trust activity, including quarterly entries, matured instruments, and required regulatory filings Support preparation of the annual FISAP report to the Department of Education Draw down and record federal financial aid funding; invoice and record research and grant-based revenues; ensure compliance with funder and governmental requirements Financial Reporting & Audit Support the Controller in the preparation of annual financial statements in accordance with FASB standards, including footnotes, and coordinate directly with external auditors Produce and analyze monthly management reports and quarterly Trustee reports, ensuring accuracy, clarity, and usefulness for decision-making Maintain and enhance financial reporting tools that provide timely budget and gift-funded resource information to departmental managers, enabling strong stewardship of funds Build collaborative relationships across campus by assisting and educating employees on financial information relevant to their roles, tailoring support to varied levels of expertise Maintain the integrity of a balanced general ledger across all funds at all times Investment & Asset Accounting Record and reconcile investment activity on a monthly basis Administer endowment accounting and unitization on at least a quarterly basis, supporting accurate tracking of restricted and unrestricted endowment funds Assist the Controller in the management of fixed assets and capital leases, including asset schedules, additions and disposals, and depreciation calculations Other Responsibilities Provide accounting and financial report leadership for the Capital Improvement Projects (CIP) Committee, including management of an active CIP request list Support the Controller in the development and maintenance of the College’s budget Support major vendor relationships, including invoice and contract review and coordinating with relevant departments at Westmont Serve as backup administrator for Westmont’s Housing Assistance Programs, which includes overseeing real estate transactions; communicating with employee, property management, bank, and government stakeholders; calculating equity shares; and coordinating showings and move-in and move-out procedures Perform other duties as assigned in support of the College’s financial operations Professional Demeanor and Skills
Expectations for workplace demeanor include but are not limited to: working collaboratively and harmoniously with co-workers, customers and others by sharing ideas and resources willingly, constructively and positively; listening to and objectively and respectfully considering the ideas and perspectives of others; readily admitting and correcting personal mistakes; meeting commitments; keeping your supervisor and others who may be affected informed about work progress; addressing problems willingly and constructively to discover practical and lasting solutions acceptable to all parties; working promptly toward reconciliation and forgiveness during conflict; respecting the diversity of our community in words and deeds. Education and Credentials
Bachelor’s degree in accounting, business, or a related field; CPA or CMA preferred Equivalent professional experience may be considered in lieu of a degree Experience Minimum of five years of progressive experience in accounting, financial reporting, or analytics; higher education experience preferred Demonstrated effectiveness in supervising staff and managing projects or operations Experience reconciling complex accounts, preparing financial statements, completing tax filings, and working with auditors Skills and Competencies
Strong analytical, organizational, and problem-solving abilities, with creativity and flexibility in addressing challenges Excellent written and oral communication skills, with the ability to present complex financial information in clear, accessible ways Proven self-starter who can prioritize effectively in a high-volume workflow Proficiency with financial management systems, spreadsheets, and relational databases Capacity to work collaboratively across the College community and contribute to a culture of respect, accountability, and integrity
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Position Summary : The Assistant Controller plays a key role in Westmont College’s financial operations by ensuring accurate accounting records, regulatory compliance, and the timely delivery of financial information. This position advances the College’s mission by providing financial leadership and stewardship of institutional and gift-funded resources, overseeing core accounting functions, supporting reporting, and facilitating clear communication with leadership, Trustees, and external stakeholders. Responsibilities
Recurring Accounting Activities Monitor and reconcile deposits of payments received online, in-person, and via mail Oversee all accounts payable operations, ensuring accurate substantiation, approval, payment, and reconciliation of outstanding balances Perform and review bank reconciliations to ensure accuracy and completeness Validate accounting procedures performed by other departments, including employee benefit expenditures, payroll entries, and auxiliary services revenues Support Chart of Accounts maintenance to ensure consistent financial reporting Prepare and file the IRS Form 990 for the College and the College Foundation Record and reconcile annuity and trust activity, including quarterly entries, matured instruments, and required regulatory filings Support preparation of the annual FISAP report to the Department of Education Draw down and record federal financial aid funding; invoice and record research and grant-based revenues; ensure compliance with funder and governmental requirements Financial Reporting & Audit Support the Controller in the preparation of annual financial statements in accordance with FASB standards, including footnotes, and coordinate directly with external auditors Produce and analyze monthly management reports and quarterly Trustee reports, ensuring accuracy, clarity, and usefulness for decision-making Maintain and enhance financial reporting tools that provide timely budget and gift-funded resource information to departmental managers, enabling strong stewardship of funds Build collaborative relationships across campus by assisting and educating employees on financial information relevant to their roles, tailoring support to varied levels of expertise Maintain the integrity of a balanced general ledger across all funds at all times Investment & Asset Accounting Record and reconcile investment activity on a monthly basis Administer endowment accounting and unitization on at least a quarterly basis, supporting accurate tracking of restricted and unrestricted endowment funds Assist the Controller in the management of fixed assets and capital leases, including asset schedules, additions and disposals, and depreciation calculations Other Responsibilities Provide accounting and financial report leadership for the Capital Improvement Projects (CIP) Committee, including management of an active CIP request list Support the Controller in the development and maintenance of the College’s budget Support major vendor relationships, including invoice and contract review and coordinating with relevant departments at Westmont Serve as backup administrator for Westmont’s Housing Assistance Programs, which includes overseeing real estate transactions; communicating with employee, property management, bank, and government stakeholders; calculating equity shares; and coordinating showings and move-in and move-out procedures Perform other duties as assigned in support of the College’s financial operations Professional Demeanor and Skills
Expectations for workplace demeanor include but are not limited to: working collaboratively and harmoniously with co-workers, customers and others by sharing ideas and resources willingly, constructively and positively; listening to and objectively and respectfully considering the ideas and perspectives of others; readily admitting and correcting personal mistakes; meeting commitments; keeping your supervisor and others who may be affected informed about work progress; addressing problems willingly and constructively to discover practical and lasting solutions acceptable to all parties; working promptly toward reconciliation and forgiveness during conflict; respecting the diversity of our community in words and deeds. Education and Credentials
Bachelor’s degree in accounting, business, or a related field; CPA or CMA preferred Equivalent professional experience may be considered in lieu of a degree Experience Minimum of five years of progressive experience in accounting, financial reporting, or analytics; higher education experience preferred Demonstrated effectiveness in supervising staff and managing projects or operations Experience reconciling complex accounts, preparing financial statements, completing tax filings, and working with auditors Skills and Competencies
Strong analytical, organizational, and problem-solving abilities, with creativity and flexibility in addressing challenges Excellent written and oral communication skills, with the ability to present complex financial information in clear, accessible ways Proven self-starter who can prioritize effectively in a high-volume workflow Proficiency with financial management systems, spreadsheets, and relational databases Capacity to work collaboratively across the College community and contribute to a culture of respect, accountability, and integrity
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