What are the responsibilities and job description for the Assistant Controller position at First Western?
First Western is seeking an Assistant Controller to join our team!
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As an Assistant Controller at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Accounting and Finance team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do :
- Manage month end close reporting package, timeline and overall process with other accounting managers.
- Oversight of the revenue cycle for Trust and Investment Management, including : initial set-up of clients in systems, revenue calculations, accurate and timely billing and collections, tracking of receivables by client, analytical reviews, accurate and timely reporting for SEC and call reports.
- Full ownership of the accounting for mortgage loans held for sale and related derivative assets and liabilities, including assessing new transactions for proper accounting treatment, reporting and disclosure.
- Involvement in and oversight of general ledger entry preparation and review, account reconciliation reviews, and month-end close process including reporting results to Management. This includes managing the development of more robust monthly close package to assist in more efficient and relevant reporting.
- Assist in review of certain financial reporting schedules for Call / Regulatory Reporting and SEC filings from Accounting Operations area.
- Oversee the payroll process including benefits billing and compensation accruals and creating strong procedures and job aids to assist associates in properly tracking and recording time.
- Drive change by leading Accounting projects for improved efficiency through process and system enhancements as well represent accounting in companywide projects and system implementations
- Lead and develop a team of 6-7 employees, including 2-3 direct reports, ensuring the highest standard of performance, teamwork, development and service.
What You Bring :
Education Level Education Details Required / Preferred
Bachelor's Degree Accounting, Finance or other business-related field preferred Required
Experience Level Experience Details Required / Preferred
10-15 years Financial services accounting / finance role Required
3-5 years 4 years Supervisory Experience Required
License / Certification Details Time Frame Required / Preferred
CPA Upon Hire Preferred
What You Receive :
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range : $121,000 - $194,000 / YR
Job Classification : Full-Time Exempt
Interested in learning more and seeing how we connect? Visit us today at :
Questions? Contact us at Talent.Management@myfw.com
First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.
First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and / or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.
Region A Pay Range
Pay Range
121,000-$194,000 USD
Salary : $121,000 - $194,000
