Controller, Finance & Banking, Financial Manager

Trellis 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.

For 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.

Today 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.

Our 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!

As 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!

You 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.

A 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.

As 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.

Guide 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.

• Partner with the CFO to identify efficiencies, and implement process improvements, and assist in implementing new policies and procedures.
• Manage monthly/quarterly/annual close process and ensure tasks are completed in accordance with established timelines and requirements.
• Facilitate the refinement/enhancement of financial reports for the organization and its subsidiaries.
• Direct daily accounting and finance operations, ensure…