Controller

EP Wealth Advisors • Torrance, CA

19d • $210,000 - $236,000

About The Position

The Controller oversees EP Wealth Advisors’ financial operations, ensuring the accuracy and integrity of financial statements, managing reporting processes, and maintaining internal controls. The role supervises accounting staff, manages budgets, and ensures compliance with regulatory requirements. The Controller is expected to deliver excellent client service and bring strong organizational, communication, and problem-solving skills while working with a collaborative, client-focused team guided by the values of Integrity, Entrepreneurial, Inclusion, and Connection.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 8–10+ years of progressive accounting management experience, including experience at a public accounting firm and in one or more operating roles; experience in a high-growth environment is preferred.
• 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 such as ERP, consolidation, or reporting tools.
• Experience building, developing, and leading accounting teams.
• Strong knowledge of US GAAP, financial reporting, and internal controls.
• Industry experience in RIA or Wealth Management; the posting states RIA experience is highly preferred and Wealth Management experience is required.
• Proven experience as a Controller or in a similar finance and accounting role.
• Proficiency in accounting software and financial management systems.
• Excellent analytical, organizational, and leadership skills.
• Strong attention to detail and ability to work under pressure.

Nice To Haves

• CPA, CFA, or CMA certification.
• RIA industry experience.

Responsibilities

• Design, implement, and continuously improve internal controls, accounting policies, and governance frameworks to safeguard assets and support financial integrity as the organization grows.
• Lead implementation and maintenance of financial systems and tools, driving automation and process improvement across accounting.
• Build, mentor, and scale the accounting team, establishing roles, workflows, and development paths.
• Prepare and review quarterly and annual financial statements and reports.
• Analyze financial performance, variances, and trends, and provide actionable insights to senior management.
• Ensure accurate and timely financial reporting 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, coordinate with auditors, and ensure 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 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 the accuracy and completeness of financial transactions and reconciliations.

Benefits

• 11 paid holidays and 2 floating holidays
• Paid parental leave
• Paid volunteer time
• Flexible work schedule
• Highly subsidized health, dental, and vision plans
• 401(k) retirement account with company match contributions
• Free mental health services
• Life insurance
• Long- and short-term disability insurance
• Flexible spending accounts and health savings accounts
• Employee financial education
• Employee educational expense reimbursement
• Employee charitable donations
• Employee referral incentives
• Employee team-building activities
• Employee assistance program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior