Trust & Wealth Management is seeking a Controller to lead all accounting and financial operations. This is a senior management role crucial for ensuring our firm's financial integrity and compliance with state and industry regulations.

We are seeking a Certified Public Accountant (CPA) with extensive experience in either a trust company or within a financial institution with a dedicated trust department. The ideal candidate has a deep understanding of fiduciary responsibilities and a proven track record of managing complex financial systems.

If you are a finance leader with a solid background in trust accounting and a passion for precision and compliance, we encourage you to apply.

Responsibilities:

• Financial Management: Oversee all financial reporting, including the preparation and analysis of financial statements (balance sheets, income statements, and cash flow reports) in accordance with Generally Accepted Accounting Principles (GAAP).
• Trust Accounting: Manage all client trust accounts, ensuring accurate, timely, and compliant handling of all transactions and distributions.
• Regulatory Compliance: Ensure strict adherence to regulations set by the California Department of Financial Protection and Innovation (DFPI) and other relevant authorities.
• Budgeting and Forecasting: Lead the annual budgeting process, financial forecasting, and variance analysis to support strategic decision-making.
• Internal Controls: Design, implement, and monitor robust internal control systems to protect company assets and ensure data integrity.
• Team Leadership: Supervise and mentor the accounting and finance team, fostering a culture of accuracy, accountability, and professional growth.
• Audit Coordination: Serve as the primary contact for external auditors and regulatory examiners.

Requirements:

• Bachelor’s degree in Accounting or Finance
• Certified Public Accountant (CPA) license
• 10+ years of progressive experience in accounting or finance in a trust company or a financial institution's trust department
• 3 years in a management role
• Deep knowledge of GAAP, tax laws related to trusts, and specific trust accounting rules
• Experience with relevant financial software (e.g., trust accounting platforms)
• Proven analytical, organizational, and problem-solving abilities
• Strong communication and interpersonal skills are crucial for effective collaboration with senior management and team members.

This onsite opportunity in the Long Beach area offers a base salary of up to $300k. Email Andrew@thehiringadvisors.com for confidential consideration.

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