Controller, Accounting, Financial Compliance

Controller

The Controller is a hands-on finance and accounting leader responsible for the day-to-day accounting operations, financial reporting, internal controls, budgeting, cash management, audit support, and regulatory reporting support for the trust company. This role is both strategic and detail-oriented, requiring a leader who can set accounting direction while actively preparing, reviewing, and improving financial processes in a regulated fiduciary environment.

• Lead monthly, quarterly, and annual close processes, including journal entries, reconciliations, variance analysis, and preparation of financial statements.
• Maintain accurate general ledger records and ensure compliance with U.S. GAAP, company policies, and applicable trust company regulatory requirements.
• Prepare and review management reporting packages, board materials, budget-to-actual reports, and financial dashboards.
• Oversee accounts payable, accounts receivable, payroll coordination, expense reporting, fixed assets, accruals, and cash management activities.
• Establish, document, monitor, and strengthen internal controls to safeguard company assets and support fiduciary and operational integrity.
• Support external audits, internal audits, regulatory examinations, tax filings, and responses to examiner or auditor information requests.
• Partner with trust operations, fiduciary administration, compliance, and executive leadership teams to improve financial processes and operating efficiency.
• Develop annual budgets, forecasts, and financial models to support planning, staffing, product profitability, and strategic decision-making.
• Identify and implement process improvements, automation opportunities, and accounting system enhancements.
• Supervise, train, and develop accounting staff while remaining willing to perform transactional and analytical work as needed.

• Degree in Accounting, Finance, or a related field required; CPA required.
• 12+ years of progressive accounting or financial reporting experience, preferably in trust, wealth management, banking, fiduciary services, investment management, or another regulated financial services environment.
• Strong understanding of U.S. GAAP, financial statement preparation, internal controls, audit processes, and regulatory reporting support.
• Demonstrated ability to manage both high-level priorities and detailed accounting tasks in a lean organization.