San Antonio Career Center

Duties and Responsibilities:

The Associate Controller supports the Managing Director of Accounting in ensuring accurate and timely financial operations and reporting. This role oversees general ledger management, fund accounting, and compliance with nonprofit standards, contributing to financial transparency and informed decision-making across the Foundation.

Accounting Operations

• Manage general ledger, reconciliations and monthly closing activities.
• Track restricted and unrestricted funds to ensure proper classification, compliance with donor intent, and release of restrictions.
• Oversee accounts payable and contributions, reconciling with the CRM database.
• Work with our Managing Director to support and manage the annual audit.
• Maintain accounting records for related entities and ensure donor compliance.

Financial Reporting

• Assist with preparation of financial statements and grant/endowment reports.
• Prepare financial reporting packages and presentations for management and the Board.
• Support fund reporting and the grant distribution process.

Internal Controls & Compliance

• Ensure adherence to GAAP and nonprofit accounting standards.
• Recommend process improvements to enhance efficiency as well as monitor regulatory compliance.
• Maintain and reconcile fixed asset records.

Collaboration & Support

• Coordinate with teams to ensure accurate financial data and reporting.
• Support accounting system updates and integrations.
• Promote efficiency, teamwork and continuous improvement.

Qualifications

• Bachelor’s in Accounting; CPA or progress toward CPA required
• 5+ years of progressive accounting experience, ideally in nonprofit or fund accounting
• Proficient in GAAP, nonprofit standards (FASB, UPMIFA), and Excel
• Experience with Financial Edge, Intacct, or similar ERP systems
• Strong analytical, communication, and collaboration skills

Technical Competencies:

Technology Proficiency, Financial Monitoring and Analysis, Integrity, Record-Keeping Proficiency, Attention to Detail, Task Performance, Time Management

About Southwestern Medical Foundation

Southwestern Medical Foundation is a nonprofit organization committed to advancing medicine through the support of medical research, care, and education. We were founded in 1939 by Edward H. Cary, M.D., Karl Hoblitzelle, and a group of community leaders determined to bring excellent medical care to the North Texas region. After establishing Southwestern Medical College in 1943—now UT Southwestern Medical Center—the Foundation began operating as an independent Texas nonprofit, working in close alignment with UT Southwestern to champion leading-edge initiatives. Since our founding in 1939, the Foundation has awarded more than $900 million in grants, primarily to support the mission of UT Southwestern Medical Center. This support has helped nurture one of the world’s preeminent medical research and academic institutions. We currently manage more than $1.2 billion in total pooled assets, providing sustainable resources that advance medicine and breakthroughs. Our mission today continues through convening visionary leaders, philanthropists, and community partners to advance health care and improve lives in North Texas and beyond.

Connections working at Southwestern Medical Foundation