Controller

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Duties and Responsibilities

- Design, implement, and continuously improve internal controls, accounting policies, and governance frameworks to safeguard assets and ensure financial integrity as the organization grows.

- Lead the implementation and maintenance of financial systems and tools, driving automation and process improvement across the accounting function.

- Build, mentor, and scale a high-performing accounting team, establishing clear roles, workflows, and development paths as the organization grows.

- Prepare and review quarterly and annual financial statements and reports.

- Analyze financial performance, variances, and trends, providing actionable insights to senior management.

- Ensure accurate and timely completion of financial reports for internal and external stakeholders.

- Monitor budget performance and variance analysis, advising management on financial adjustments.

- Ensure compliance with accounting principles, regulations, and company policies.

- Own the external audit relationship, coordinating with auditors and ensuring timely resolution of findings.

- Provide financial insights and support for strategic planning and decision-making.

- Collaborate with other departments to align financial strategies and systems with overall business objectives.

- Lead the integration of new M&A firms into EP Wealth's financial processes, controls, and systems.

- Supervise and continuously improve daily accounting operations, including accounts payable, accounts receivable, general ledger, and payroll.

- Ensure accuracy and completeness of financial transactions and reconciliations.

Qualifications

- Bachelor's degree in Accounting, Finance, or related field (CPA, CFA, or CMA certification preferred).

- 8-10+ years of progressive accounting management experience, including experience at both a public accounting firm and one or more operating roles, preferably in a high-growth environment.

- Demonstrated experience building and scaling financial processes, internal controls, and governance frameworks from the ground up.

- Hands-on experience selecting and implementing financial/accounting systems (ERP, consolidation, reporting tools, or similar).

- Proven experience building, developing, and leading accounting teams.

- Strong knowledge of US GAAP, financial reporting, and internal controls.

- Industry experience in RIA (highly preferred) or Wealth Management required.

- Proven experience as a Controller or similar role in finance and accounting.

- Proficiency in accounting software and financial management systems.

- Excellent analytical, organizational, and leadership skills.

- Strong attention to detail and ability to work under pressure.

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
11 Paid Holidays + 2 Floating Holidays
Paid Parental Leave 
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.