Controller

We have partnered with a highly respected professional services firm in Nashville to identify an experienced Controller to join their team.

This is a hands-on finance leadership opportunity for a CPA with strong technical accounting, financial reporting, budgeting, internal controls, audit support, and cash management experience. This role is well suited for a collaborative accounting leader who enjoys improving processes, supporting executive decision-making, and working across finance, operations, compliance, and leadership teams.

The ideal candidate will bring 12+ years of progressive accounting experience, prior Controller-level responsibility, and the ability to operate strategically while staying close to the details in a regulated financial services environment.

Key Responsibilities

• Lead monthly, quarterly, and annual close processes, including journal entries, reconciliations, variance analysis, and preparation of financial statements.


• Maintain accurate general ledger records and ensure compliance with U.S. GAAP, company policies, and applicable trust company regulatory requirements.


• Prepare and review management reporting packages, board materials, budget-to-actual reports, and financial dashboards.


• Oversee accounts payable, accounts receivable, payroll coordination, expense reporting, fixed assets, accruals, and cash management activities.


• Establish, document, monitor, and strengthen internal controls to safeguard company assets and support fiduciary and operational integrity.


• Support external audits, internal audits, regulatory examinations, tax filings, and responses to examiner or auditor information requests.


• Partner with trust operations, fiduciary administration, compliance, and executive leadership teams to improve financial processes and operating efficiency.


• Develop annual budgets, forecasts, and financial models to support planning, staffing, product profitability, and strategic decision-making.


• Identify and implement process improvements, automation opportunities, and accounting system enhancements.


• Supervise, train, and develop accounting staff while remaining willing to perform transactional and analytical work as needed.

Required Qualifications

• Degree in Accounting, Finance, or a related field required; CPA required.


• 12+ years of progressive accounting or financial reporting experience, preferably in trust, wealth management, banking, fiduciary services, investment management, or another regulated financial services environment.


• Strong understanding of U.S. GAAP, financial statement preparation, internal controls, audit processes, and regulatory reporting support.


• Demonstrated ability to manage both high-level priorities and detailed accounting tasks in a lean organization.