Assistant Controller

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.

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.

• →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.

• 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.

At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other’s successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you’re just beginning your journey or bringing years of experience, you’ll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what’s right—always.

If that sounds like you, you’ll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com. 

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 Talent.Management@myfw.com.