Job Description

FIRM SUMMARY

Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $11 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. We provide tailored investment management, financial planning, trust and estate, family office, and institutional advisory services through our offices in Atlanta, Charleston, Greensboro, Memphis and Nashville.

Job Summary

The Director of Finance is primarily responsible for overseeing the accounting and financial reporting for Diversified Trust, common trust funds, and other investment funds. The role involves preparing/reviewing financial statements, overseeing the budget process, managing cash flows, implementing internal controls, and coordinating audit and tax filings.

Primary Duties and Responsibilities

• Oversee month-end close and financial reporting for the company, common trust funds, and other investment funds
• Prepare and analyze financial statements, management reports, and key performance metrics to support strategic decision-making
• Oversee budgeting and cash flow forecasting
• Supervise accounts payable, accounts receivable, journal entry recording, monthly reconciliations of accounts, and other core accounting functions
• Work closely with external auditors and tax advisors to manage audits and tax filings
• Oversee treasury operations, including banking relationships
• Implement and maintain strong internal controls to safeguard firm and client assets
• Identify potential financial risks and implement proactive strategies to mitigate risks and ensure confidentiality
• Oversee the implementation and maintenance of financial systems to improve efficiency and reporting accuracy
• Partner with cross-functional teams, including investment operations, compliance, and client services, to ensure seamless financial integration across the firm and to provide essential information to enhance decision-making processes

Skills and Qualifications

• Bachelor's degree in accounting; Advanced degree preferred
• 5-7+ years of relevant accounting, audit, and treasury experience
• Certified Public Accountant preferred
• Strong knowledge of GAAP, financial controls, and regulatory reporting standards
• Experience in risk management, financial planning & analysis (FP&A), budgeting, and forecasting
• Strong leadership and communication skills with the ability to work cross-functionally
• Team-oriented with strong sense of ownership and accountability
• Strong analytical and organizational skills with the ability to take initiative and manage multiple tasks to meet established deadlines

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