Remote Otter LogoRemoteOtter

Financial Controller - Remote

Posted 1 week ago
Finance / Legal
Full Time
CA, USA

Overview

We’re seeking a skilled Financial Controller to oversee key financial processes, ensuring accuracy, compliance, and strategic insights.

In Short

  • Manage month-end close and budget reporting.
  • Analyze variances and provide insights for decision-making.
  • Ensure compliance with GAAP and company policies.
  • Implement internal controls to mitigate financial risks.
  • Prepare financial reports including P&L, Balance Sheet, and Cash Flow Statement.
  • Assist in financial audits and support strategic planning.
  • Maintain accurate financial records and documentation.
  • Collaborate closely with the Finance Director.
  • Provide financial analysis and support contract negotiations.
  • Produce annual budget and forecasts.

Requirements

  • 7+ years of experience in accounting management.
  • Finance Services or Wealth Management Experience.
  • CPA certification.
  • Strong knowledge of GAAP and financial reporting principles.
  • Experience with financial statement preparation and budgeting.
  • Proficiency in NetSuite accounting software.
  • Advanced Excel skills (pivot tables, financial modeling).

Benefits

  • Competitive Compensation.
  • Comprehensive Health, Dental and Vision Insurance.
  • Life Insurance.
  • 401(k) Matching.
  • Paid Time Off and Holidays.
  • Career Development and Mentorship.
  • Employee Assistance Program.
  • Team Events and Parties.
  • Achievement Awards and Trips.
Trilogy Financial logo

Trilogy Financial

Trilogy Financial, established in 1999, is a nationwide financial services firm dedicated to building strong client relationships and applying sound financial principles to manage over $3 billion in assets. With a multi-generational team of over 130 employees, Trilogy is committed to mentoring new talent and providing opportunities for individuals to live their best lives. The company emphasizes continuous growth and development, believing that the sky's the limit for its future.

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