EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Summary
The Director, Finance will be responsible for overseeing the financial operations of the organization, ensuring the accuracy and integrity of financial statements, managing financial reporting processes, and maintaining internal controls. This role involves supervising accounting staff, managing budgets, and ensuring compliance with regulatory requirements. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Duties and Responsibilities
• Design, implement, and continuously improve internal controls, accounting policies, and governance frameworks to safeguard assets and ensure financial integrity as the organization grows.
• Lead the implementation and maintenance of financial systems and tools, driving automation and process improvement across the accounting function.
• Build, mentor, and scale a high-performing accounting team, establishing clear roles, workflows, and development paths as the organization grows.
• Prepare and review quarterly and annual financial statements and reports.
• Analyze financial performance, variances, and trends, providing actionable insights to senior management.
• Ensure accurate and timely completion of financial reports for internal and external stakeholders.
• Monitor budget performance and variance analysis, advising management on financial adjustments.
• Ensure compliance with accounting principles, regulations, and company policies.
• Own the external audit relationship, coordinating with auditors and ensuring timely resolution of findings.
• Provide financial insights and support for strategic planning and decision-making.
• Collaborate with other departments to align financial strategies and systems with overall business objectives.
• Lead the integration of new M&A firms into EP Wealth's financial processes, controls, and systems.
• Supervise and continuously improve daily accounting operations, including accounts payable, accounts receivable, general ledger, and payroll.
• Ensure accuracy and completeness of financial transactions and reconciliations.
Qualifications
• Bachelor's degree in Accounting, Finance, or related field (CPA, CFA, or CMA certification preferred).
• 8-10+ years of progressive accounting management experience, including experience at both a public accounting firm and one or more operating roles, preferably in a high-growth environment.
• Demonstrated experience building and scaling financial processes, internal controls, and governance frameworks from the ground up.
• Hands-on experience selecting and implementing financial/accounting systems (ERP, consolidation, reporting tools, or similar).
• Proven experience building, developing, and leading accounting teams.
• Strong knowledge of US GAAP, financial reporting, and internal controls.
• Industry experience in RIA (highly preferred) or Wealth Management required.
• Proven experience as a Controller or similar role in finance and accounting.
• Proficiency in accounting software and financial management systems.
• Excellent analytical, organizational, and leadership skills.
• Strong attention to detail and ability to work under pressure.
What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
- 11 Paid Holidays + 2 Floating Holidays
- Paid Parental Leave
- Paid Volunteer Time
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.