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Trust Accounting Director
| Company | Creative Artists Agency |
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| Location | Los Angeles, CA, USA |
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| Salary | $154000 – $189000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior, Expert or higher |
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Requirements
- 7-10+ years of progressive experience within a fast-paced & high growth organization
- Bachelor’s degree in Accounting/Finance/Business or related field required
- 5+ years in management or a leadership role
- Ability to drive, adopt and lead others through change.
- Advanced proficiency in MS Office Suite, particularly Excel and Power Point
- Understanding of ERP systems and other reporting tools
- Strategic mindset with the ability to analyze complex data and make data-driven decisions
- Strong organizational skills and attention to detail.
- Proven ability to manage multiple priorities, complex projects and meet deadlines.
- Experience managing processes and projects that involve collaborating with teams across the organization.
Responsibilities
- Coordinate, supervise and/or drive Axiom initiatives and other special projects with outside consultants and internal stakeholders
- Prepare ad hoc analysis and reporting
- Lead development of reports working with Tech, Data and Trust teams and roll reports out to relevant stakeholders
- Analyze outstanding receivable balances, develop plan and follow up with relevant agents, Business Affairs and trust teams
- Coordinate and drive initiatives that span between Treasury and Trust: Converting clients and third parties from checks to ACH/Wire, Coordinate with buyers and clients to move from checks to ACH/Wire, Utilization of new technology
- Analyze Profit Participation statements, identify missing statements or unusual trends and coordinate with Trust to drive resolution
- Evaluate Trust training needs, manage development, drive delivery and ensure materials are refreshed as needed
- Provide support to Trust department as needed, such as project management, communications, processing, follow-up and other tasks as needed
- Assist with ERP implementation (liaise with Tech & Trust) to understand, communicate and assist with requirements
- Assist as needed on difficult or complex client statement reporting for Trust, Legal, Agents, etc.
- Assist with financial transformation projects
- Help with typical trust functions during high-demand periods
Preferred Qualifications
No preferred qualifications provided.
