Controller: AI‑Driven Finance Leader

Trust & Will

Oregon

Hybrid

USD 165,000 - 185,000

Full time

7 days ago
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Benefits offered by this job

Salary + Equity package
Generous PTO and holidays
Remote-friendly with stipends for home

Job summary

Trust & Will, a remote-first digital estate planning leader, seeks a Controller to steer financial operations during rapid growth. You will oversee month-end close, tax compliance, and AP/AR, while building scalable internal controls and optimizing the accounting tech stack.

Collaboration with FP&A and the CFO is essential to drive cost analysis and strategic planning. Ideal candidate has 10+ years in accounting with leadership, CPA preferred, and hands-on experience applying AI/automation to

Qualifications

  • Significant accounting experience, including leadership roles (10+ years).
  • Big 4 background plus startup experience desirable.
  • Hands-on AI/automation in accounting workflows (LLMs, scripting).
  • Experience designing internal controls for automated processes.
  • CPA certification preferred.

Responsibilities

  • Own accounting at Trust & Will and subsidiaries; manage month-end close, tax compliance, AP/AR.
  • Develop and maintain internal controls to safeguard assets and scale operations.
  • Lead audits and reconciliations; ensure accuracy to the last detail.
  • Manage accounting technology stack; collaborate with FP&A to keep systems integrated.
  • Partner with CFO on cost analysis and financial planning.

Skills

Leadership
AI automation
Communication
Analytical thinking
Adaptability

Tools

Ramp
Rillet
Google Sheets
Excel

Job description

Trust & Will, a remote-first digital estate planning leader, seeks a Controller to steer financial operations during rapid growth. You will oversee month-end close, tax compliance, and AP/AR, while building scalable internal controls and optimizing the accounting tech stack.

Collaboration with FP&A and the CFO is essential to drive cost analysis and strategic planning. Ideal candidate has 10+ years in accounting with leadership, CPA preferred, and hands-on experience applying AI/automation to

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