Assistant Controller

Socket.dev; Denver (CO); On-site; USD 121,000 - 194,000; Full time

Benefits offered by this job

401(k) plan

Paid parking

Health and wellness benefits

Paid time off

Professional development

Certification sponsorship

Collaborative culture

Job summary

First Western Trust is seeking an Assistant Controller to lead accounting operations in Denver. You will oversee the monthly close, balance sheet reconciliations, ICFR, and reporting to management, the board, and regulators while supervising payroll, AP, and the revenue cycle for trust and investment management.

The ideal candidate has 10–15 years in financial services, 4+ years of people leadership, CPA preferred, and strong Excel skills.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related business field required.
• 10–15 years of accounting or finance experience within financial services.
• 4+ years of people leadership experience.
• Strong knowledge of accounting operations, internal controls, and financial reporting.
• Experience with public company accounting, trust accounting, mortgage or loan accounting, and SOX environments preferred.
• Advanced Microsoft Excel skills and strong analytical abilities.
• Excellent communication, organization, and problem-solving skills.
• CPA preferred.

Responsibilities

• Direct the accounting operations functions of the company, including monthly close and balance sheet reconciliations.
• Oversee revenue cycle for Trust and Investment Management and related reporting to SEC and regulators.
• Manage payroll, benefits, and Accounts Payable; liaise with external auditors on ICFR.
• Lead improvements in accounting systems and processes and drive project delivery.
• Develop and lead a team of 6–7 employees (2–3 direct reports).

Skills

Accounting leadership

Financial reporting

SOX/compliance

Microsoft Excel

Communication

Analytical skills

Education

Bachelor’s degree in Accounting or Finance

Tools

ERP systems

SEC reporting software

Job description

Location: Denver, CO (In-Office)
Job Type: Full-Time Exempt
Salary: $121,000 - $194,000 /YR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later than 07/31/2026.

Who We're Looking For

You are a proactive accounting leader with strong technical expertise, a passion for continuous improvement, and a commitment to operational excellence. You thrive in complex environments, enjoy developing teams, and bring the judgment needed to ensure accurate financial reporting, strong internal controls, and efficient accounting operations.

About the Role

This position will direct the accounting operations functions of the Company. It will oversee the monthly close process including approving JEs and review of balance sheet account reconciliations and account substantiations, and related month-end reporting to management, board of directors and regulatory agencies. The Assistant Controller will oversee accounting and reporting for the trust and investment management revenue cycle, mortgage loans held for sale and related derivative assets and liabilities, cash, accruals, deposits and loans held in portfolio. The Assistant Controller will also oversee the payroll and benefits and Accounts Payable. The Assistant Controller is the primary accounting liaison for internal and external auditors as it relates to internal controls over financial reporting (ICFR) and serves as the subject matter expert for all company ICFR matters including User Access Reviews, Quarterly Sub Certifications, Risk and Control Matrix and Entity Level Controls. This role will also be responsible for overseeing and driving key projects for the accounting operations and financial reporting teams to improve accounting systems and processes for increased efficiency as identified in the quarterly strategic planning.

What You’ll Do

• Manage month end close reporting package, timeline and overall process with other accounting managers.
• Oversight of the revenue cycle for Trust and Investment Management, including: initial set-up of clients in systems, revenue calculations, accurate and timely billing and collections, tracking of receivables by client, analytical reviews, accurate and timely reporting for SEC and call reports.
• Full ownership of the accounting for mortgage loans held for sale and related derivative assets and liabilities, including assessing new transactions for proper accounting treatment, reporting and disclosure.
• Involvement in and oversight of general ledger entry preparation and review, account reconciliation reviews, and month-end close process including reporting results to Management. This includes managing the development of more robust monthly close package to assist in more efficient and relevant reporting.
• Assist in review of certain financial reporting schedules for Call/Regulatory Reporting and SEC filings from Accounting Operations area.
• Oversee the payroll process including benefits billing and compensation accruals and creating strong procedures and job aids to assist associates in properly tracking and recording time.
• Drive change by leading Accounting projects for improved efficiency through process and system enhancements as well represent accounting in companywide projects and system implementations.
• Lead and develop a team of 6-7 employees, including 2-3 direct reports, ensuring the highest standard of performance, teamwork, development and service.

What You Bring

• Bachelor’s degree in Accounting, Finance, or related business field required.
• 10–15 years of accounting or finance experience within financial services.
• 4+ years of people leadership experience.
• Strong knowledge of accounting operations, internal controls, and financial reporting.
• Experience with public company accounting, trust accounting, mortgage or loan accounting, and SOX environments preferred.
• Advanced Microsoft Excel skills and strong analytical abilities.
• Excellent communication, organization, and problem-solving skills.
• CPA preferred.

What We Offer

• 401(k) plan with employer match.
• Paid parking and transportation benefits.
• Comprehensive health and wellness benefits, including:
  • Health savings accounts (HSA)
  • Flexible spending accounts (FSA)
  • Medical, dental, and vision coverage
• Generous paid time off and bank holidays.
• Access to training and professional development programs.
• Sponsorship and support for obtaining professional certifications.
• A culture of collaboration, continuous improvement, and shared success.

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact [e-mail].