
11 - 50 employees
Founded 2020
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
Atomic Invest is a technology company that offers an integrated platform designed for fintechs and financial institutions to provide savings and investment products. They enable advanced wealth and cash management services with offerings that include FDIC-insured cash sweeps, money market funds, and treasury bills. Atomic Invest provides brokerage services with turnkey experiences and APIs that simplify the launch process for financial services. Their solutions cater to financial institutions, wealth managers, consumer platforms, and broker-dealers, enhancing financial service offerings and client satisfaction. As an SEC-licensed investment adviser and FINRA-registered broker-dealer, Atomic Invest ensures compliance and security standards, operating under the umbrella of AtomicVest Inc. Their services are not bank-guaranteed and carry the typical risks associated with investing.
🔥 1 minute ago
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11 - 50 employees
Founded 2020
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
Atomic Invest is a technology company that offers an integrated platform designed for fintechs and financial institutions to provide savings and investment products. They enable advanced wealth and cash management services with offerings that include FDIC-insured cash sweeps, money market funds, and treasury bills. Atomic Invest provides brokerage services with turnkey experiences and APIs that simplify the launch process for financial services. Their solutions cater to financial institutions, wealth managers, consumer platforms, and broker-dealers, enhancing financial service offerings and client satisfaction. As an SEC-licensed investment adviser and FINRA-registered broker-dealer, Atomic Invest ensures compliance and security standards, operating under the umbrella of AtomicVest Inc. Their services are not bank-guaranteed and carry the typical risks associated with investing.
• 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
• 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
• 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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