EP Wealth Advisors

Manages investments and financial plans for families

Director of Finance

Financial AccountingConfirmed live in the last 24 hours

Full-timeTorrance, CA, USA$210k - $236k /yrHybrid

About the Job

Requirements

A bachelor's degree in Accounting, Finance, or a related field is required.
Eight to ten or more years of progressive accounting management experience, including experience at a public accounting firm and in one or more operating roles; experience in a high-growth environment is preferred.
Demonstrated experience building and scaling financial processes, internal controls, and governance frameworks from the ground up.
Hands-on experience selecting and implementing financial or accounting systems, such as ERP, consolidation, or reporting tools.
Proven experience building, developing, and leading accounting teams.
Strong knowledge of US GAAP, financial reporting, and internal controls.
Industry experience in RIA or Wealth Management is required; RIA experience is highly preferred.
Proven experience as a Controller or in a similar finance and accounting role.
Proficiency in accounting software and financial management systems.
Strong attention to detail and ability to work under pressure.

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.

Desired Qualifications

CPA, CFA, or CMA certification is preferred.
Experience in a high-growth environment is preferred.
RIA experience is highly preferred.

Salary Range: 210000 to 236000 (Currency: USD) (Pay period: per-year-salary)

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.

About the Company

EP Wealth Advisors

Manages investments and financial plans for families

EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm that offers wealth management services, including investment management, retirement planning, tax planning, estate planning, and business planning. It uses a planning-first approach to build customized portfolios with mutual funds, ETFs, and other securities, charging fees directly rather than earning commissions to uphold fiduciary duties. The firm differentiates itself by providing independent, objective advice funded solely by client fees and growing nationally through PE-backed acquisitions, now with over 48 offices and more than $31 billion in assets under management. Its goal is to deliver transparent, client-centered financial guidance at scale to help individuals, families, trusts, and organizations achieve their long-term financial objectives.

Company size: 501-1,000
Company stage: Debt Financing
Total funding: $500M
Headquarters: Torrance, CA
Founded: 2004

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