Accounting & Finance Director (Financial Services)

Accounting & Finance Director – High-Growth Startup (Trust Services)

Reno, NV (In-office role, five days a week)

Our client, a fast-growing startup in the trust services industry, is seeking a vice president of finance to lead financial operations and business processes. This is an exciting opportunity for a hands-on finance professional who thrives in a dynamic, entrepreneurial environment and wants to play a key role in building a company from the ground up.

This role offers broad exposure to financial management, business operations, and process improvement while working closely with leadership to support strategic growth. The ideal candidate is proactive, adaptable, and energized by problem-solving in a fast-paced startup setting.

This is a full-time, in-person position based in Reno, NV. The role requires someone who is highly organized, solution-oriented, and ready to build out financial and operational functions. The position is five days a week in the office, with long hours as needed to support business expansion.

Responsibilities:

• Oversee all financial operations, including accounting, financial reporting, cash flow management, and budgeting.
• Manage day-to-day financial functions, including paying bills, handling employee reimbursements, and monitoring expenses.
• Lead business operations, ensuring efficient financial workflows and process optimization.
• Utilize QuickBooks for bookkeeping, financial statement preparation, and expense tracking.
• Develop and implement internal financial controls, ensuring accuracy and compliance.
• Prepare quarterly financial reports for board meetings and collaborate with leadership on financial planning.
• Assist with internal trust operations and client operations, ensuring financial accuracy and process efficiency.
• Establish best practices for financial workflows, improving operational efficiency as the company scales.
• Support strategic decision-making by analyzing financial data and business performance metrics.
• Collaborate closely with leadership to ensure financial and operational strategies align with business growth objectives.

Qualifications:

• 7 years of relevant experience in finance, accounting, and business operations specifically within the financial services industry
• CPA preferred
• Strong knowledge of QuickBooks, financial reporting, and expense management.
• Experience developing and optimizing operational and financial processes in a high-growth environment.
• Familiarity with trust operations, financial processes related to trusts, or experience in a trust services environment is a plus.
• Ability to work independently and thrive in a fast-paced startup environment.
• Excellent communication and collaboration skills, with the ability to work cross-functionally.
• Proven experience managing financial and operational functions in a smaller, growing company.
• Enthusiastic about working in a startup environment and contributing to its growth.

Why Join

• Tremendous growth potential in a rapidly expanding trust services firm.
• Be part of an entrepreneurial environment with a collaborative, high-energy culture.
• Gain hands-on experience building financial and operational infrastructure.
• Work alongside top professionals who are passionate about scaling a business.
• Career advancement opportunities as the firm grows.