Project Manager, Financial Controller

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee significant cross-functional projects from inception to completion, including Atomic's expansion into Europe, while managing workstreams, stakeholders, timelines, and requests from regulators and external counsel.

• Establish the project management function as the first hire, incorporating intake processes, prioritization, templates, and standards for status reporting.

• Plan and execute projects across finance, compliance, legal, and operations from the scoping phase through to delivery.

• Maintain a comprehensive view of company-wide project timelines, dependencies, risks, and resource requirements, addressing issues proactively.

• Prepare concise status updates for leadership and facilitate productive project meetings.

• Assume essential controllership responsibilities, including managing accounting records for technology and RIA entities, executing consolidated month-end close processes, and ensuring corporate tax compliance in collaboration with FinOp and external tax advisors.

• Design and implement initiatives aimed at streamlining and enhancing the month-end close process utilizing NetSuite and other systems.

• Transition work into pre-close activities and utilize automated functionalities to expedite the closing process.

• Develop and refine consolidated accounting policies and controls tailored for a fintech environment across various products and entities.

• Prepare the organization for a consolidated audit within the next 12–24 months.

• Support the CFO in treasury functions, including cash positioning, payment approvals, bank relationship management, and cash runway forecasting.

• Collaborate with stakeholders across finance, compliance, legal, operations, and engineering leadership.

• Report directly to the CFO as well as the Financial and Operations Principal regarding broker-dealer operations.

⛳️ Requirements

• 3–5 years of project management experience leading cross-functional initiatives, with a proven history of delivering complex projects on scope and schedule.

• Experience in managing regulatory, licensing, or market expansion projects within the financial services sector.

• Proficient in project management tools such as Jira, Asana, monday.com, or similar platforms.

• Significant finance and accounting experience in fintech, banking, brokerage, or RIA settings.

• Comfortable navigating regulated, multi-entity structures, including international subsidiaries.

• Working knowledge of US corporate tax compliance and experience collaborating with external tax advisors.

• Practical treasury and cash management experience, along with a solid understanding of internal controls.

• Basic knowledge of IFRS, adequate for supervising accountants based in the EU.

• Proficient in NetSuite or similar enterprise ERP systems.

• Advanced-level English proficiency for effective collaboration across teams.

• PMP, CAPM, or a similar project management certification is preferred.

• An active CPA license and/or licenses from self-regulatory agencies (e.g., FINRA) are advantageous; CPA will be required by March 2028.

• Subject-matter expertise in SOX frameworks is considered a plus.

• International tax experience, particularly with EU-US holding structures, is beneficial.

🏝️ Benefits

• Remote-first company.

• Fully remote work arrangement.

• Opportunity to make a lasting impact at a fast-growing, mission-driven financial infrastructure company.