{"schemaVersion":"jobsearcher.job.v1","id":"d0f2cccd5a0d30ca9b82ea1b","url":"https://jobsearcher.com/jobs/d0f2cccd5a0d30ca9b82ea1b","canonicalUrl":"https://jobsearcher.com/jobs/d0f2cccd5a0d30ca9b82ea1b","title":"Controller","description":"Who we are:\nTrellis Company is a nonprofit 501(c)3 corporation focused on helping people leverage the power of post-secondary education and learning to improve their quality of life and the communities where they live.\n\nFor more than 40 years Trellis has served as a student loan guarantor, helping to provide trusted guidance and services that help student borrowers successfully repay their federal loans. In addition to pioneering several technologies and services along the way, we have invested in improving student success programs through numerous grants to colleges, universities, and research groups.\n\nToday we have expanded our services beyond higher education to include working with employers and community organizations who are focused on aligning the dreams, goals, and skills needs of employees and employers. Connecting these resources and learning pathways together with our expertise in improving student outcomes helps us all to create better and more predictable futures for those we serve.\n\nOur stability and vision create a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team!\n\nAs we move into the future, we’re drawing on our history, branching into new sectors beyond student loans, and delivering the same level of exceptional care and service that our customers have come to depend on. We remain invested in the success of students and higher education institutions. This combination of stability and vision creates a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team!\n\nWho you are:\nYou are an experienced and forward-thinking accounting leader who brings deep expertise in GAAP, financial reporting, internal controls, and complex operational finance. You excel at managing diverse accounting functions, guiding teams, and ensuring accuracy, integrity, and compliance across all financial operations. You thrive in dynamic environments where analytical insight, strategic thinking, and process improvement are essential.\n\nA collaborative partner to executive leadership, you use technology including AI enhanced tools and ERP systems to drive efficiency, strengthen reporting, and support informed decision making. You are a self-starter with exceptional attention to detail, strong communication skills, and a commitment to developing talent and fostering effective teamwork. Above all, you bring sound judgment, professionalism, and a passion for strengthening the financial foundation of an organization.\n\nJOB SUMMARY\nAs a senior member of the Financial Services team, the Controller plays a vital role in overseeing financial operations, ensuring regulatory and reporting compliance, and providing strategic direction and insight. The Controller reports to and works collaboratively with the Chief Financial Officer (CFO) to uphold the integrity of financial records in accordance with Generally Accepted Accounting Principles (GAAP), maintain an effective internal control structure and leverage artificial intelligence tools for enhanced financial and data analysis, automation, and decision-making.\n\nGuide the annual financial audits, federal and state tax return preparation, management reporting, quarterly Board reports, subsidiary accounting and reporting, and implementation of new accounting guidance. The position works closely with executive leadership team to provide timely, useful financial information for decision making.\n\nESSENTIAL DUTIES AND RESPONSIBILITIES\nThe position incumbent is expected to perform the following essential duties and responsibilities of the position with reasonable accommodation.\nPartner with the CFO to identify efficiencies, and implement process improvements, and assist in implementing new policies and procedures.\nManage monthly/quarterly/annual close process and ensure tasks are completed in accordance with established timelines and requirements.\nFacilitate the refinement/enhancement of financial reports for the organization and its subsidiaries.\nDirect daily accounting and finance operations, ensure data integrity and accuracy, and maximize efficiency without compromising completeness and accuracy.\nMaintain the corporate general ledger, prepare, review, and approve GAAP compliant monthly and quarterly financial statements, and annual reports and audits.\nProvide technical expertise regarding GAAP reporting requirements, research accounting issues and prepare technical memorandum.\nExercise sound judgment when reviewing assumptions used in financial projections, modeling scenarios, and computation of estimates and projections.\nParticipate in the budget process, variance analysis, and financial, management and ad hoc reporting.\nProvide business units with guidance and support, including business unit specific reporting and analysis on a routine and / or ad hoc basis.\nProvide technical accounting and guidance for new ventures.\nProvide daily oversight for operational accounting functions and ensure completeness and accuracy of all customer account activity.\nManage daily cash processing activity and authorize release of funds. Monitor cash flow projections and evaluate investment timing based on liquidity needs.\nOptimize use of the company’s ERP (Enterprise Resource Planning) software, ensuring efficiency, automation, and resource utilization.\nServe as primary liaison for internal and external audits, prepare, guide, and coordinate audit work paper completion.\nIdentify financial accounting risks and internal control weaknesses, develop/implement mitigation strategies, and monitor compliance.\nEvaluate and implement process improvements, including identifying business requirements for new automated solutions and opportunities for AI efficiencies.\nProvide excellent customer service to internal and external customers.\nPrepare and deliver financial presentations to management and Board members.\n\nSupervisor Responsibility\nEnsure compliance with state and federal regulatory requirements and professional standards.\nGuide reporting team in preparing GAAP consolidated financial statements, review statements and supporting documentation to verify completeness, accuracy, cutoff, valuation, rights & obligations, presentation & disclosure.\nManage and coordinate a team of accounting professionals across various accounting functions and nurture strong internal relationships and seamless collaboration within the Financial Services team.\nManage department personnel related issues including work schedule, performance evaluations, and position evaluations.\n\nNON-ESSENTIAL DUTIES AND RESPONSIBILITIES\nSupport departmental functions and assist with special projects.\nMust be available to work flexible hours.\nContribute to the development of strategic initiatives.\nWork closely with all levels of management to facilitate efficient and effective company-wide operation.\nParticipate in training and other learning opportunities to ensure compliance and expand knowledge of company, position, and process.\n\nCOMPETENCIES\nAction Oriented\nBuilds Effective Teams\nBusiness Insight\nCollaborates\nCommunicates Effectively\nCompliance\nConsulting\nCustomer Focus\nDecision Quality\nDemonstrates Self-Awareness\nDevelops Talent\nDirects Work\nDiversity Focused\nDrives Results\nEnsures Accountability\nFinancial Acumen\nInterpersonal Savvy\nOrganizational Savvy\nRelationship Management\nResourcefulness\nSelf-Development\nSituational Adaptability\nStrategic Mindset\nTech Savvy\n\nKNOWLEDGE, SKILLS, AND ABILITIES\nDemonstrated ability to maintain the highest degree of accuracy, integrity, and confidentiality.\nExceptional analytical and problem-solving skills with a high level of accuracy, even under pressure.\nBackground in building and maintaining complex, automated reporting processes.\nExperience working with large amounts of data and complex data environments.\nStrong interpersonal skills; must be able to build effective relationships with all levels of management.\nAbility to work under pressure, manage multiple projects, and consistently meet deadlines.\nDemonstrated a high level of attention to detail.\nDemonstrated ability to comprehend and communicate applicable laws and regulations.\nSelf-starter requiring minimal management direction and oversight/driven/self-motivated.\nStrong verbal and written communication, presentation, and organizational skills.\nAdvanced Microsoft applications skills including Word, PowerPoint, Excel, and Outlook.\nKnowledge of and curiosity for artificial intelligence applications.\n\nQUALIFICATIONS\nEducation\nRequired:\nBachelor's degree in Finance, Accounting or related field.\nPreferred:\nMaster's Degree in Finance or Accounting.\n\nExperience\nRequired:\nSeven (7) years’ experience in financial analysis, reporting, accounting experience\nFive (5) years’ experience in supervisory experience\nCertified Public Accountant (CPA)\nPreferred:\nNetSuite Experience\nKnowledge and application of artificial intelligence.\nTableau\n\nPHYSICAL AND MENTAL DEMANDS\nOccasionally must move about inside the office.\nRepetitive motion. Regularly operates a computer, phone, and general office equipment.\nRegularly required to handle, feel, grasp objects, and reach across a work area.\nRegularly communicates with other employees and on the phone, virtually, or in person with clients. Regularly converses with internal and external contacts.\nVisual acuity. Regularly must have close visual acuity to view and enter information into computer and software systems, analyze data, develop presentations and reports, and other materials.\nMental focus. Requires worker to maintain focus and exchange detailed and accurate information through oral and written communication.\nMust be able to provide presentations and services to various management and employees in a variety of business and work settings.\n\nWORK ENVIRONMENT\nWork may be conducted remotely or in an office with a surrounding small cubicle environment.\nOffice work environment is climate controlled with no substantial exposure to adverse environmental conditions.\n\nCAREER PROGRESSION ROLES\nList possible positions the employee(s) could move into as a next step.\nChief Financial Officer (CFO)\n\nCOMPENSATION AND BENEFITS\nSalary $145,630.00-$224,047.00\nCorporate Annual Incentive: This position is eligible for a corporate annual incentive, subject to the discretion and approval of the Board of Directors and not guaranteed.\nPaid Holidays: 11 holidays + 1 floating holiday per year\nComprehensive benefits package including health, dental, vision, and retirement plans.","company":"Trellis Company","rawCompany":"trellis company","city":"Round Rock","state":"TX","isRemote":false,"isActive":false,"createdAt":"2026-04-14T10:46:34.436Z","occupations":[{"code":"11-3031.01","title":"Treasurers and Controllers","slug":"treasurers-and-controllers"},{"code":"13-2011.00","title":"Accountants and Auditors","slug":"accountants-and-auditors"},{"code":"11-3031.00","title":"Financial Managers","slug":"financial-managers"}],"industries":[{"code":"611710","title":"Educational Support Services","slug":"educational-support-services"},{"code":"541219","title":"Other Accounting Services","slug":"other-accounting-services"},{"code":"611310","title":"Colleges, Universities, and Professional Schools","slug":"colleges-universities-and-professional-schools"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Controller","description":"Who we are:\nTrellis Company is a nonprofit 501(c)3 corporation focused on helping people leverage the power of post-secondary education and learning to improve their quality of life and the communities where they live.\n\nFor more than 40 years Trellis has served as a student loan guarantor, helping to provide trusted guidance and services that help student borrowers successfully repay their federal loans. In addition to pioneering several technologies and services along the way, we have invested in improving student success programs through numerous grants to colleges, universities, and research groups.\n\nToday we have expanded our services beyond higher education to include working with employers and community organizations who are focused on aligning the dreams, goals, and skills needs of employees and employers. Connecting these resources and learning pathways together with our expertise in improving student outcomes helps us all to create better and more predictable futures for those we serve.\n\nOur stability and vision create a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team!\n\nAs we move into the future, we’re drawing on our history, branching into new sectors beyond student loans, and delivering the same level of exceptional care and service that our customers have come to depend on. We remain invested in the success of students and higher education institutions. This combination of stability and vision creates a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team!\n\nWho you are:\nYou are an experienced and forward-thinking accounting leader who brings deep expertise in GAAP, financial reporting, internal controls, and complex operational finance. You excel at managing diverse accounting functions, guiding teams, and ensuring accuracy, integrity, and compliance across all financial operations. You thrive in dynamic environments where analytical insight, strategic thinking, and process improvement are essential.\n\nA collaborative partner to executive leadership, you use technology including AI enhanced tools and ERP systems to drive efficiency, strengthen reporting, and support informed decision making. You are a self-starter with exceptional attention to detail, strong communication skills, and a commitment to developing talent and fostering effective teamwork. Above all, you bring sound judgment, professionalism, and a passion for strengthening the financial foundation of an organization.\n\nJOB SUMMARY\nAs a senior member of the Financial Services team, the Controller plays a vital role in overseeing financial operations, ensuring regulatory and reporting compliance, and providing strategic direction and insight. The Controller reports to and works collaboratively with the Chief Financial Officer (CFO) to uphold the integrity of financial records in accordance with Generally Accepted Accounting Principles (GAAP), maintain an effective internal control structure and leverage artificial intelligence tools for enhanced financial and data analysis, automation, and decision-making.\n\nGuide the annual financial audits, federal and state tax return preparation, management reporting, quarterly Board reports, subsidiary accounting and reporting, and implementation of new accounting guidance. The position works closely with executive leadership team to provide timely, useful financial information for decision making.\n\nESSENTIAL DUTIES AND RESPONSIBILITIES\nThe position incumbent is expected to perform the following essential duties and responsibilities of the position with reasonable accommodation.\nPartner with the CFO to identify efficiencies, and implement process improvements, and assist in implementing new policies and procedures.\nManage monthly/quarterly/annual close process and ensure tasks are completed in accordance with established timelines and requirements.\nFacilitate the refinement/enhancement of financial reports for the organization and its subsidiaries.\nDirect daily accounting and finance operations, ensure data integrity and accuracy, and maximize efficiency without compromising completeness and accuracy.\nMaintain the corporate general ledger, prepare, review, and approve GAAP compliant monthly and quarterly financial statements, and annual reports and audits.\nProvide technical expertise regarding GAAP reporting requirements, research accounting issues and prepare technical memorandum.\nExercise sound judgment when reviewing assumptions used in financial projections, modeling scenarios, and computation of estimates and projections.\nParticipate in the budget process, variance analysis, and financial, management and ad hoc reporting.\nProvide business units with guidance and support, including business unit specific reporting and analysis on a routine and / or ad hoc basis.\nProvide technical accounting and guidance for new ventures.\nProvide daily oversight for operational accounting functions and ensure completeness and accuracy of all customer account activity.\nManage daily cash processing activity and authorize release of funds. Monitor cash flow projections and evaluate investment timing based on liquidity needs.\nOptimize use of the company’s ERP (Enterprise Resource Planning) software, ensuring efficiency, automation, and resource utilization.\nServe as primary liaison for internal and external audits, prepare, guide, and coordinate audit work paper completion.\nIdentify financial accounting risks and internal control weaknesses, develop/implement mitigation strategies, and monitor compliance.\nEvaluate and implement process improvements, including identifying business requirements for new automated solutions and opportunities for AI efficiencies.\nProvide excellent customer service to internal and external customers.\nPrepare and deliver financial presentations to management and Board members.\n\nSupervisor Responsibility\nEnsure compliance with state and federal regulatory requirements and professional standards.\nGuide reporting team in preparing GAAP consolidated financial statements, review statements and supporting documentation to verify completeness, accuracy, cutoff, valuation, rights & obligations, presentation & disclosure.\nManage and coordinate a team of accounting professionals across various accounting functions and nurture strong internal relationships and seamless collaboration within the Financial Services team.\nManage department personnel related issues including work schedule, performance evaluations, and position evaluations.\n\nNON-ESSENTIAL DUTIES AND RESPONSIBILITIES\nSupport departmental functions and assist with special projects.\nMust be available to work flexible hours.\nContribute to the development of strategic initiatives.\nWork closely with all levels of management to facilitate efficient and effective company-wide operation.\nParticipate in training and other learning opportunities to ensure compliance and expand knowledge of company, position, and process.\n\nCOMPETENCIES\nAction Oriented\nBuilds Effective Teams\nBusiness Insight\nCollaborates\nCommunicates Effectively\nCompliance\nConsulting\nCustomer Focus\nDecision Quality\nDemonstrates Self-Awareness\nDevelops Talent\nDirects Work\nDiversity Focused\nDrives Results\nEnsures Accountability\nFinancial Acumen\nInterpersonal Savvy\nOrganizational Savvy\nRelationship Management\nResourcefulness\nSelf-Development\nSituational Adaptability\nStrategic Mindset\nTech Savvy\n\nKNOWLEDGE, SKILLS, AND ABILITIES\nDemonstrated ability to maintain the highest degree of accuracy, integrity, and confidentiality.\nExceptional analytical and problem-solving skills with a high level of accuracy, even under pressure.\nBackground in building and maintaining complex, automated reporting processes.\nExperience working with large amounts of data and complex data environments.\nStrong interpersonal skills; must be able to build effective relationships with all levels of management.\nAbility to work under pressure, manage multiple projects, and consistently meet deadlines.\nDemonstrated a high level of attention to detail.\nDemonstrated ability to comprehend and communicate applicable laws and regulations.\nSelf-starter requiring minimal management direction and oversight/driven/self-motivated.\nStrong verbal and written communication, presentation, and organizational skills.\nAdvanced Microsoft applications skills including Word, PowerPoint, Excel, and Outlook.\nKnowledge of and curiosity for artificial intelligence applications.\n\nQUALIFICATIONS\nEducation\nRequired:\nBachelor's degree in Finance, Accounting or related field.\nPreferred:\nMaster's Degree in Finance or Accounting.\n\nExperience\nRequired:\nSeven (7) years’ experience in financial analysis, reporting, accounting experience\nFive (5) years’ experience in supervisory experience\nCertified Public Accountant (CPA)\nPreferred:\nNetSuite Experience\nKnowledge and application of artificial intelligence.\nTableau\n\nPHYSICAL AND MENTAL DEMANDS\nOccasionally must move about inside the office.\nRepetitive motion. Regularly operates a computer, phone, and general office equipment.\nRegularly required to handle, feel, grasp objects, and reach across a work area.\nRegularly communicates with other employees and on the phone, virtually, or in person with clients. Regularly converses with internal and external contacts.\nVisual acuity. Regularly must have close visual acuity to view and enter information into computer and software systems, analyze data, develop presentations and reports, and other materials.\nMental focus. Requires worker to maintain focus and exchange detailed and accurate information through oral and written communication.\nMust be able to provide presentations and services to various management and employees in a variety of business and work settings.\n\nWORK ENVIRONMENT\nWork may be conducted remotely or in an office with a surrounding small cubicle environment.\nOffice work environment is climate controlled with no substantial exposure to adverse environmental conditions.\n\nCAREER PROGRESSION ROLES\nList possible positions the employee(s) could move into as a next step.\nChief Financial Officer (CFO)\n\nCOMPENSATION AND BENEFITS\nSalary $145,630.00-$224,047.00\nCorporate Annual Incentive: This position is eligible for a corporate annual incentive, subject to the discretion and approval of the Board of Directors and not guaranteed.\nPaid Holidays: 11 holidays + 1 floating holiday per year\nComprehensive benefits package including health, dental, vision, and retirement plans.","datePosted":"2026-04-14T10:46:34.436Z","dateModified":"2026-04-14T10:46:34.436Z","hiringOrganization":{"@type":"Organization","name":"Trellis Company","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Round Rock","addressRegion":"TX","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"d0f2cccd5a0d30ca9b82ea1b"},"url":"https://jobsearcher.com/jobs/d0f2cccd5a0d30ca9b82ea1b"}}