Controller
Trust & Will, a leading digital estate planning platform founded in 2017, is seeking a Controller to oversee its financial operations during a period of exciting growth. The company provides modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. The Controller will report directly to the CFO and play a crucial role in maintaining financial health and compliance within a dynamic and fast-paced business environment.
In this role, the Controller will be responsible for managing accounting operations, including the month-end closing cycle, tax compliance, and accounts payable/receivable. They will develop and maintain internal controls to safeguard assets and support scalable operations. Leading audits and ensuring accurate account reconciliations will also be key duties. The Controller will manage and optimize the company's accounting technology stack, collaborating closely with Financial Planning & Analysis (FP&A) to ensure efficient financial systems. Additionally, they will partner with the CFO on financial strategy and planning, analyzing costs and expenditures to identify optimization opportunities. Vendor management and compliance with company policies will also fall under their purview.
Candidates should have a minimum of 10 years of accounting experience, with at least 4-5 years in a Controller or similar leadership role within a high-growth environment. A CPA certification is preferred. Proven experience in financial reporting, compliance, and implementing financial controls is essential. Hands-on experience applying AI or automation to accounting workflows is highly desirable. Proficiency in accounting software such as Ramp and Rillet, as well as Google Sheets and Excel, is required. Familiarity with financial regulations and reporting requirements, particularly those relevant to startups and IPO preparation, is important. The role requires excellent communication and interpersonal skills, with the ability to explain complex financial information to non-finance stakeholders. Strong analytical skills with a strategic mindset are necessary to contribute to business strategy and support decision-making processes. This position is available to candidates residing in specific states, including California, Colorado, Florida, and others.
The compensation package includes a salary range of $165,000 - $185,000, along with an employee equity package. Additional benefits and perks are outlined in the job listing.
Trust & Will offers a collaborative and innovative work environment, providing opportunities for professional growth and development. As a remote-first company, it offers flexibility and supports a diverse and inclusive culture. Joining Trust & Will means contributing to a mission-driven organization that is transforming the estate planning industry.