Project Manager, Financial Controller

🕒 vor 10 Tagen

🇺🇸 Vereinigte Staaten – Remote

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

👷‍♀️ Projektmanager

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Atomic Invest

Atomic Invest

11 - 50 Mitarbeiter

Gegründet 2020

💸 Finanzen

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

AtomicVest ist ein Technologieunternehmen, das eine integrierte Plattform bietet, die für Fintechs und Finanzinstitute konzipiert ist, um Investitions- und Sparprodukte anzubieten. Durch seine Tochtergesellschaften Atomic Invest und Atomic Brokerage ermöglicht AtomicVest fortschrittliche Vermögensverwaltungs- und Liquiditätslösungen, die es den Kunden ermöglichen, moderne Broker-Erfahrungen zu schaffen und auf renditestarke Investitionen zuzugreifen. Der Fokus des Unternehmens auf entwicklerfreundliche APIs und operative Effizienz positioniert es als zuverlässigen Partner für Organisationen, die ihre Finanzangebote verbessern möchten.

Beschreibung

• Lead major cross-functional projects through completion, including Atomic's expansion into Europe, managing workstreams, owners, timelines, and requests from regulators and outside counsel • Build the project management function as the initial hire, including intake, prioritization, templates, and status reporting standards • Plan and run projects across finance, compliance, legal, and operations from scoping through delivery • Maintain a company-wide view of project timelines, dependencies, risks, and resource needs, escalating issues early • Prepare clear status updates for leadership and run effective project meetings • Take on core controllership responsibilities, such as owning accounting books for technology and RIA entities, running consolidated month-end close, or overseeing corporate tax compliance with the FinOp and external tax advisors • Design and implement projects to shorten and improve the month-end close process using NetSuite and other systems • Move work into pre-close activities and leverage automated functionality to shorten the close • Enhance and develop consolidated accounting policies and controls for a fintech environment across products and entities • Prepare the company for a consolidated audit in 12–24 months • Back up the CFO on treasury, including cash positioning, payment approvals, bank relationships, and cash runway forecasting • Partner with stakeholders across finance, compliance, legal, operations, and engineering leadership • Report directly to the CFO and to the Financial and Operations Principal on broker-dealer work

🎯 Anforderungen

• 3–5 years of project management experience leading cross-functional projects, with a track record of delivering complex initiatives on scope and on time • Experience managing regulatory, licensing, or market expansion projects in financial services • Proficiency with project management tools such as Jira, Asana, monday.com, or similar • Meaningful finance and accounting experience in fintech, banking, brokerage, or RIA environments • Comfort navigating regulated multi-entity structures, including international subsidiaries • Working knowledge of US corporate tax compliance and experience working with external tax advisors • Hands-on treasury and cash management experience, and a working understanding of internal controls • Basic knowledge of IFRS, sufficient to supervise EU-based accountants • Proficiency in NetSuite or comparable enterprise ERP systems • Advanced-level English for cross-team collaboration • PMP, CAPM, or similar project management certification is nice to have • Active CPA license and/or self-regulatory agency licenses (e.g. FINRA) is nice to have; CPA will be needed by March 2028 • Subject-matter expertise in SOX frameworks is nice to have • International tax experience, especially with EU-US holding structures, is nice to have

🏖️ Vorteile

• Remote-first company • Fully remote work arrangement • Opportunity to make a lasting impact at a fast-growing, mission-driven financial infrastructure company

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