Financial Controller / Finance Partner / Project Manager in Finance

The role

This person will lead high-priority financial cross-functional projects and ensure the integrity of financial operations across multiple entities. They will manage company-wide finance projects, build finance processes, and support treasury, risk, and tax reporting.

What you will do

• Propose, design, and implement projects to improve the month-end close process using NetSuite and other systems.
• Take on core controllership responsibilities such as owning accounting books and running consolidated month-end close.
• Enhance and develop consolidated accounting policies and controls.
• Prepare the company for a consolidated audit in 12–24 months.
• Back up the CFO on treasury including cash positioning, payment approvals, and bank relationships.
• Build the finance project management function including intake, prioritization, and status reporting standards.
• Lead major cross-functional projects including expansion into Europe.
• Plan and run additional projects across finance, compliance, legal, and operations.
• Prepare clear status updates for leadership and run project meetings.
• Partner with stakeholders across finance, compliance, legal, operations, and engineering leadership.

Required qualifications

• 3–5 years of project management experience leading cross-functional projects
• 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
• 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

Nice to have

• PMP, CAPM, or similar project management certification
• Active CPA license and/or self-regulatory agency licenses (ex FINRA)
• Subject-matter expertise in SOX frameworks
• International tax experience, especially with EU-US holding structures

Before you apply

• Candidates must be based in the US or LATAM in the Americas Timezone (GMT-4 to GMT-8)
• CPA will be needed by March 2028

About the company

Atomic Vest is a fast-growing, mission-driven company building financial infrastructure to allow consumer-facing companies to offer investing experiences. The company has raised $55M in funding.