Director, Finance
Confirmed on the employer's own hiring board on Oct 23, 2026. First seen by Alion on Oct 21, 2026.
Summary
The Director, Finance will be responsible foroverseeing the financial operations of the organization, ensuring the accuracy and integrity of financial statements, managing financial reporting processes, and maintaininginternal controls. This role involves supervising accounting staff, managing budgets, and ensuring compliance with regulatory requirements. Our ideal candidate will have a demonstrated track recordof delivering excellent client service, with exceptional organizational, communication,and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on deliveringour founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
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.