Controller

Controller Position at Zia Trust Inc.

Our client, Zia Trust Inc., is seeking a Controller to lead their accounting function. This impactful leadership position offers work/life balance with an average of 30 hours a week. This is an excellent position for:

• A Controller seeking meaningful work and exceptional work/life balance.
• A hands-on accounting professional who enjoys both transactional oversight and higher-level financial analysis.
• Someone with a high level of integrity, accountability, thoroughness, accuracy, and attention to detail who wants to work within a team with aligned values and ethics.

Essential/Required Duties and Responsibilities: The Controller is responsible for the accuracy, integrity, and effectiveness of the Company's financial operations. This role oversees accounting processes, financial reporting, budgeting, compliance, and internal controls while supporting operational decision-making and organizational growth.

• Oversee all accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and cash management.
• Prepare accurate monthly, quarterly, and annual financial statements and management reports.
• Lead month-end and year-end close processes.
• Maintain the integrity and accuracy of accounting records and financial systems.
• Monitor cash flow and banking activities to ensure adequate liquidity and financial stability.
• Assist in the development and monitoring of annual operating budgets and financial forecasts.
• Analyze financial results and provide meaningful recommendations to support management decision-making.
• Coordinate tax filings and work with external tax advisors.
• Manage relationships with banking partners and external financial service providers.

Budgeting and Financial Analysis:

• Support annual budgeting and forecasting processes.
• Monitor budget-to-actual results and provide variance analysis.
• Develop and maintain financial reports, dashboards, and key performance indicators.
• Assist leadership in evaluating profitability, operating efficiency, and growth opportunities.

Internal Controls, Compliance, Risk Management, and Operations Support

• Maintain effective accounting policies, procedures, and internal controls.
• Ensure compliance with GAAP and applicable regulatory requirements.
• Support compliance with trust industry regulations and fiduciary requirements.
• Coordinate annual financial statement audits and other external reviews.
• Work with auditors, regulators, legal counsel, and consultants as needed.
• Identify financial and operational risks and recommend appropriate mitigation strategies.
• Maintain financial and compliance documentation in accordance with company policies and regulatory requirements.
• Manage company insurance policies and support annual renewals.
• Assist with vendor management, contracts, and financial aspects of service agreements.
• Support business continuity and operational risk management initiatives.
• Recommend process improvements that increase efficiency, accuracy, and effectiveness across financial operations.

What You Will Get: This is a full-time, permanent opportunity with a well-respected and growing, privately held (non-bank) corporate trustee.

• Salary range of $85-95K at 30 hours per week
• Health Benefits: 97% employer-paid health premiums, 100% employer-paid vision, and 75% employer-paid dental coverage premiums
• Simple 401K with an employer match of up to 3%, with only a 90-day wait
• Generous PTO
• Investment in continued education and training
• Close-knit, collaborative, and values-centered team

Success Factors and Skills/Experience:

• Bachelor's degree in accounting, finance, business administration, or equivalent experience
• Min 5-10 years of experience in accounting and finance, with at least 2 years of controller or accounting management experience
• Proven experience with financial controls, audits, and regulatory compliance.
• CPA or other financial certification like CMA, CTFA, or CIA are a plus
• Working knowledge of:
• GAAP accounting principles and financial reporting.
• Budgeting, forecasting, and financial analysis.
• Cash management and treasury operations.
• Strong proficiency in Microsoft Excel.
• Experience with accounting, ERP, and/or payroll systems.
• Exceptional written and verbal communication.
• Sound judgment and decision-making skills that include high levels of confidentiality and professionalism, and guided by ethics, values, and a drive to do the right thing

Zia Trust has a unique position in the market as the "Advisor's Trust Company" and is privileged to work alongside outstanding Advisors of all types, from all over the country. They are one of the premier Trust Administration and Management firms in the Mountain West and continue to grow!