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At Serving Older Adults of Southeast Wisconsin, Inc (SOA), we envision a community where every adult 50 and better will be connected to the resources they need, and the opportunities that interest them, throughout the entire aging process.  SOA manages 5 Senior Centers for Milwaukee County and creates and delivers educational, social, and recreational activities for older adults, including lunch 5 days per week.  We also recently started an innovative program “Tech Connect” to better serve our participants.  To learn more about SOA, please visit and our Facebook page.

Reporting to the President/CEO, Serving Older Adults of Southeast Wisconsin (SOA) is seeking an accomplished/responsible individual to serve as its Controller.  The ideal candidate will have experience with running financial operations in the nonprofit sector, including managing the financial and accounting departments for a similar nonprofit that receives both governmental and private foundation support. The Controller will have overall managerial responsibility for accounting, budgetary, and all accounting aspects to provide complete and accurate reports of the organization’s assets, liabilities, and financial transactions.  The Controller will serve as part of the senior leadership team.  The Controller is responsible for all aspects of the financial operations for the agency and will report directly to the President/CEO.  The Controller provides accounting, budgetary, operational, and programmatic support to all agency programs and activities.


  • Actively manage the day-to-day accounting and financial operations of SOA.
  • Develop budgets for SOA, individual programs and new/proposed/expanded services, including the preparation of budget revisions as needed.
  • Prepare, analyze, and present monthly financial reports for SOA, its programs, and activities.
  • Report on financial results and issues to the CEO and Board of Directors.
  • Oversee and review the preparation of all programs financial reporting required for funding sources.
  • Manage the billing, accounts receivable and accounts payables functions.
  • Oversee SOA’s banking activities and actively manage cash flow to ensure it meets agency needs.
  • Manage accounting control systems.
  • Monitor changes in legal, regulatory, and administrative environments and implement changes in procedures needed to maintain compliance while maximizing operational and financial results.
  • Manage SOA’s liability insurance program, including ongoing risk analysis.
  • Review efficiency/effectiveness of employee benefit programs, seeking approaches to lower costs where possible and consistent with required quality levels.
  • Serve as SOA’s primary liaison with its independent Auditor to ensure the annual audit is completed smoothly and in a timely manner.
  • Advises the President/CEO on all financial matters.
  • Ensures timeliness and accuracy of each financial report.
  • Advises on long-range budgetary planning.
  • Utilizes the highest standards in managing SOA’s finances and implements best financial practices.
  • Monitors cash flow on a daily basis.
  • Ensures compliance with funding sources and others.
  • Serves as the SOA key contact for financial matters such as banking and auditing.
  • Other duties as assigned.

Knowledge of:

  • General accounting and financial reporting procedures in accordance with the single audit and GAAP.
  • Human Resources related laws, regulations, and practices.
  • Payroll reporting and processing of payroll taxes.
  • Employee benefits including the management of health care and retirement plans.
  • General office software, particularly Microsoft Office Suite, and accounting software packages.


  • Bachelor’s Degree in a related field.  Master’s degree preferred.
  • Certified Public Accountant preferred.
  • Ten or more years increasing responsibility as an Accountant and/or Auditor with a minimum of two years in a management role.
  • Must be highly ethical with a high level of integrity; self-motivated; dependable and reliable; detail orientated.
  • Must be able to interface easily with staff, other senior and executive management personnel and funding sources.
  • Work well with and be responsive to the needs of internal and external customers, including the Board of Directors, funding sources, and other provider organizations and SOA Program Directors and Managers.
  • Assimilate new information and technology.
  • Must be able to meet routine office physical demands including, carrying up to 20-pound objects and possessing the dexterity and vision to operate office computers and equipment.
  • Must possess a valid drivers license, access to vehicle, and adequate vehicle insurance.
  • Must be able to work well with people from all cultures and backgrounds.
  • Must be confidential at all times.

Salary range for this position is $70,000 – $80,000/yr

If interested,  send your resume and cover letter to

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