Controller

About Sagamore Sagamore is an action-oriented think tank that builds and implements solutions to society’s most pressing challenges. By combining rigorous analysis with practical execution, we deliver solutions that strengthen systems, improve outcomes, and create lasting public value. Our work focuses on three interconnected domains: expanding economic opportunity for all our neighbors, securing our democratic way of life, and strengthening civil society through good citizenship. Sagamore operates as a multi-entity platform that pairs upstream influence (Sagamore Institute) with downstream impact (Sagamore Ventures), including a working social enterprise (Purposeful Design), an impact investing platform (Commonwealth), and a real estate management company (Sagamore Real Estate). We are implementing a structural reorganization into separately governed affiliates, placing this Controller role at the center of an opportunity to build and operate the financial infrastructure of a nationally recognized, multi-entity mission enterprise. Visit our website to learn more: https://sagamoreinstitute.org/ Position Summary Sagamore seeks a Controller to lead day-to-day accounting operations and serve as a core partner in financial reporting, internal controls, and compliance across our related entities. The Controller will own the month-end close and consolidation, serve as a key interface to external auditors and affiliate boards, and supervise our part-time accounting specialist. This role partners closely with the fractional CFO and the executive leadership team to provide timely, accurate, audit-ready financial information that informs strategic decisions across the Sagamore platform. Position Title: Controller Reports To: Chief of Staff Direct Reports: Accounting Specialist (part-time) Classification: Full-Time, Exempt Location: Indianapolis, IN (hybrid)Key Responsibilities Financial Reporting & Strategic Partnership Lead monthly consolidated close, including intercompany eliminations, management services agreement allocations, and reconciliations across six entities Produce monthly balance sheet, income statement, and cash flow reporting – consolidated and by entity – with restricted/unrestricted breakdown and variance analysis Prepare financial packages and support the presentation of results to affiliate boards on a quarterly basis Support the fractional CFO and executive leadership with forecasts, dashboards, and ad hoc financial analyses that inform strategic decisions Lead annual budgeting and support long-range planning in coordination with leadership Partner with program leaders on grant budgeting, program-level P&L, and donor-restricted fund trackingControls, Compliance & SystemsMaintain internal controls, accounting policies, and documented procedures appropriate to a multi-entity nonprofitServe as primary liaison to the external audit firm for the annual consolidated audit; coordinate audit preparation, PBC lists, and workpapers across entitiesCoordinate Form 990 preparation and other state and federal nonprofit compliance filingsAdminister and continue buildout of Sage Intacct, including dimensional structure, reporting hierarchies, and standard journal entry templates in support of affiliate-level tracking Oversee subsidiary accounting relationships Ensure compliance with nonprofit GAAP, including net asset classification, release-from-restriction accounting, and functional expense allocation Manage organizational risk, including insurance coverage and relationships with insurance brokers Team Leadership & Transactional OversightSupervise the part-time accounting specialist, who performs day-to-day AP, AR, and transaction entryOversee cash management, including donor receipts, stock gift processing, ACH and check disbursements, and bank reconciliationsOversee 1099 preparation and vendor file maintenanceOversee semi-monthly payroll administration in partnership with PEO; serve as backup payroll processor as neededFacilitate new hire and termination processes, PTO monitoring, and ACA/ERISA compliance in coordination with PEOOversee outsourced service providers (payroll, HR, technology vendors)Systems & TechnologySage Intacct (accounting)Salesforce (donor management)CardPointe (payment processing)iDonate (payment forms)QualificationsRequiredBachelor’s degree in accounting, finance, or a related fieldSeven or more years of progressive accounting experience, with at least two years as a Controller or Assistant ControllerDemonstrated nonprofit GAAP expertise, including net asset classifications, release-fromrestriction accounting, and functional expense allocationMulti-entity consolidation experience, including intercompany eliminationsExperience coordinating annual audits and Form 990 preparationStrong working proficiency with modern cloud general ledger systems, reporting tools, and Microsoft ExcelDetail-oriented, self-starter, and collaborative team player with strong written and verbal communication skillsStrongly Preferred Active CPA (or CPA-track with clear timeline)Sage Intacct experience, particularly with dimensional reportingManagement Services Agreement and cost allocation experience across related entitiesExposure to mission-related investingExperience in a nonprofit of comparable size and complexity ($5M+ consolidated revenue; multiple entities; multiple boards)Compensation and Benefits Sagamore Institute offers a competitive compensation and benefits package including base salary, 401k, health, life, dental and disability insurance benefits. Application Process Please visit www.sagamoreinstitute.org/careers to submit a cover letter, resume, and salary requirements. Applications will be considered on a rolling basis. Sagamore is an equal opportunity employer.