Controller/Senior Vice President

Trust Point Inc. - La Crosse, WI


Trust Point Inc. is a 105 year old independent, boutique trust and investment-management company that serves a select group of individuals, families and business in the Upper Midwest and around the country. We currently manage over $4 billion in asset and are continuing to grow with locations in La Crosse, WI., Eau Claire, WI. and Minneapolis, MN.

Due to an upcoming retirement, we are currently searching for an experienced financial controller to undertake all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecast preparations, vendor contract negotiations along with oversight of operational staff. This position will also participate in key decisions as a member of the Senior Management team.

With the President handle all financial affairs of the company and holding company including, budgeting, revenue collection, expense approval, tax-payment processing, vendor contract negotiation and government reporting
Develop financial and tax strategies
Prepare GAAP financials and consolidated financials
Assist auditors on tax return preparation
Report financial results to the board of directors
Maintain relationships with our banking partners
Supervise acquisition due diligence and participate in acquisition negotiations
Maintain relations with external auditors and investigate their findings and recommendations
Comply with corporate federal and state regulations and filing requirements
Stay apprised on current and pending regulations
Management and oversight of external vendors
Maintain and oversee the company's liability insurance coverage
Adhere to regulations and internal policies, as well as respond to escalating risk issues in a timely manner
Serve on our internal risk committee
Serve as a resource for all departments

Bachelor's Degree with experience in financial services
CPA or MBA, is desired
Excellent computer skills
Working knowledge of internal control and segregation of duties
Demonstrated leadership and employee relations skills
Working knowledge of tax reporting requirements
Excellent problem-solving, organizational, analytical, verbal & written communication skills
Trustworthy with the ability to maintain highest level of integrity and trust