Senior Controller
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Job Location:
Long Beach, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Trust & Wealth Management is seeking a Controller to lead all accounting and financial operations. This is a senior management role crucial for ensuring our firms 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:
- Bachelors 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 institutions 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 for confidential consideration.
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Required Experience:
Senior IC
Key Skills
- Information Management
- Organizational skills
- Communication skills
- Microsoft Outlook
- Microsoft Word
- Assembly Experience
- User Acceptance Testing
- Microsoft Excel
- Sharepoint
- Document Management Systems
- Document Management
- Manufacturing
About Company
We're an Executive Search and Recruitment Agency based in Los Angeles. We work with: Private Equity, Technology, NonProfits, Healthcare, Public Accounting, Entertainment, Manufacturing, Consumer Product Goods/Services, Legal, Financial Services and more. Over 10 years of recruiter exp ... View more
