UFCW Unions and Employers Benefits Administration, LLC (“LLC”), located in southwest Atlanta, is seeking a Controller. Reporting to the Executive Director, the Controller will serve on the LLC’s Executive Team and work closely with the Executive Director and Boards of Trustees. The LLC provides administrative services to a $6 billion multiemployer defined benefit pension plan and three separate multiemployer health and welfare plans (collectively referred to as the “Funds”). The Funds provide benefits to approximately 220,000 active members and their eligible dependents as well as 180,000 retirees and beneficiaries.
The Controller is responsible for overseeing all accounting and financial reporting for both the LLC and the Funds. This includes ensuring that close processes are completed promptly, reports are accurate, internal controls are effective, and all regulatory and LLC procedures are followed.
The Controller will manage the Accounting team and is responsible for the LLC’s financial plans, budgeting, policies and accounting practices, its relationship with financial institutions, maintenance of its fiscal records and preparation and analysis of financial reports, including
financial statements.
The ideal candidate should have a CPA certification or equivalent experience, with strong technical accounting skills, comprehensive regulatory knowledge, proven leadership abilities and advanced systems proficiency suitable for handling multiemployer benefit plans totaling approximately $6 billion in assets. The Controller must ensure that financial operations meet fiduciary, regulatory, and reporting requirements while supporting effective governance by the Executive Director and Boards of Trustees.
RESPONSIBILITIES
Responsibilities include:
- Accounting Expertise: Maintain knowledge of U.S. GAAP. Oversee preparation and review of audited financial statements, investment accounting and reconciliation to custodial statements, contribution revenue recognition and receivable tracking, benefit expense and claims accounting, and interfund transactions and cost allocations.
- Compliance: Ensure compliance with ERISA, U.S. Department of Labor (“DOL”) reporting requirements, and IRS and PBGC regulations, including coordination of Form 5500 with the Funds’ professionals, federal tax, and related filings. Coordinate with internal and external stakeholders to support fiduciary safeguards and maintain an effective controls environment.
- Financial: Lead month-end and year-end close processes and implement and maintain accrual accounting. Oversee bank, investment, and intercompany reconciliations; treasury and cash management activities; and budget development, monitoring, and variance analysis. Prepare and deliver timely financial packages for executive leadership and the Boards of Trustees.
- Internal Control and Risk Management: Design, implement, and maintain internal control frameworks (including segregation of duties) and accounting policies and procedures. Monitor governance and approval authorities; assess financial and operational risks; remediate control deficiencies; and support audits and compliance reviews.
- Technology: Demonstrate advanced proficiency with Sage Intacct multi-entity functionality, including dimensions and reporting structures, bank reconciliation and auto-matching, allocation management and automation, and integration with payroll and banking platforms.
- Leadership and Communication: Provide leadership, mentorship, and professional development to the accounting team. Communicate financial results and trends to the Executive Director and Boards of Trustees and translate technical accounting matters into clear, decision-oriented information.
REQUIREMENTS
The ideal candidate will bring:
- Minimum of ten (10) years of progressively responsible experience in accounting required, including at least five (5) years in a leadership role managing accounting teams and interacting with senior leadership.
- Bachelor’s degree in accounting required; advanced degree and/or CPA designation preferred.
- Deep knowledge of U.S. GAAP, particularly for employee benefit plans (ASC 960, 962, 965) required.
- Knowledge of IRS and PBGC regulations and familiarity with DOL reporting requirements required.
- Professional experience working with employee benefit plans or Taft-Hartley benefit funds is strongly preferred.
- A strategic mindset with a commitment to continuous learning and process improvement.
- Proven ability to implement initiatives efficiently using appropriate resources.
- Excellent written and verbal communication, with confidence presenting recommendations, options, tradeoffs, and outcomes to diverse audiences.
TO APPLY
The LLC is an affirmative action employer and encourages applications from all qualified candidates regardless of gender, race, ethnicity, age, sexual orientation, marital status, religion, or disability.
To apply, please send your resume and salary requirements to atcresumes@segalco.com. Please include job reference code 0526UFCWCPFLI in the subject line or with your application.