Senior Accounting Systems & Finance Operations Leader

Lineage Trust Company•Reno, NV

10d•Onsite

About The Position

This is not a maintenance role. We are looking for a seasoned CPA who has proven experience leading individuals, developing systems and processes, and can transform an accounting system into one that can be scaled for growth, while simultaneously building an internal audit structure for monitoring the accounting system and its output. You will own the integrity of our client's financial life and play a critical role in shaping how the business makes decisions. You'll operate with autonomy, make judgment calls without perfect information, and design systems that hold up under scrutiny as the organization grows and you grow within it. Lineage acts as a guide, planning resource, management office, and trust company assisting with complex financial matters while helping select ultra-high net worth families develop their inner wealth. To preserve our focus on people, we have carefully avoided building an internal asset management or investment practice, instead focusing resources on careful oversight of assets. The focus of the accounting system is accounting for client assets within a client's various legal structures.

Requirements

A builder of systems and processes, not just a maintainer of them
Comfortable making decisions in reasonable ambiguity, recognizing that there is not enough time to wait for perfect information
Deep experience with accounting systems/ERP environments and internal controls
Proven ability to evaluate and ensure data integrity at scale
Strong experience interpreting debt agreements and building financial models
Relentless attention to detail, without losing sight of the bigger picture
CPA

Nice To Haves

You've rebuilt or significantly upgraded accounting infrastructure before
You think in systems, not tasks
You raise standards wherever you go and people feel your reverence for excellence and timeliness
You care about getting it right, but you also know when to move

Responsibilities

Design and execute rigorous methodologies to validate the completeness and accuracy of accounting systems, including monitoring that employees are accomplishing this on a daily basis (or less frequently, if you determine)
Build controls and testing frameworks that ensure data is reliable, explainable, and audit-ready
Identify weaknesses before they become problems-and fix them at the root
As the processes are designed for the accounting system, simultaneously develop the means for monitoring key facets within the system, confirming it is doing what is asked of it and that individuals are interacting with the system as designed
Develop reporting associated with monitoring the key aspects of the systems and the individuals for management and external auditor review
Envision and implement accounting processes that scale cleanly with growth
Eliminate inefficiencies and manual work through thoughtful system and process design and automation
Create infrastructure that allows the organization to move seamlessly without sacrificing accuracy
Make sound business decisions with incomplete data, balancing the speed of decision making with risk and precision
Provide clear financial and operational insight that leadership can act on with confidence
Critically consider complex financial structures, including loan agreements, balancing the requirements of the document with the confines of the accounting system: Making it work within the entire system (not just solving a single question for a single client, but applying the question to the context of the entire system)
Build and maintain accurate amortization schedules and supporting models and integrating them as well as possible into the accounting system
Ensure alignment between contractual obligations and accounting treatment
Lead, mentor, and elevate a high-performing accounting team
Operate beyond the 'accounting silo,' understanding how decisions impact the broader business
Set a high bar for accountability, clarity, and execution
Translate complex financial and system concepts into clear, actionable insights
Don't wait to be asked to solve a situation when it is clear that it needs attention
Communicate effectively with co-workers and owners
Drive alignment across the organization to ensure things are done on time
Train, Develop and Oversee systems to register entities and manage federal tax payment setup through EFTPS
Train, Develop and Oversee preparation and filing of 1099s and related reporting requirements
Train, Develop and Oversee compilation and organization of tax-ready financial information for external preparers or filings
Train, Develop and Oversee response to federal and state tax notices with accuracy and urgency, resolving issues efficiently
Train, Develop and Design processes that ensure tax compliance is proactive, organized, and scalable