Controller

Key Responsibilities: 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.

Required Qualifications: 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.