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Project Manager, Financial Controller
Atomic Invest. Lead major cross-functional projects through completion, including Atomic's expansion into Europe, managing workstreams, owners, timelines, and requests from regulators and outside counsel .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in project management, particularly in leading cross-functional initiatives within financial services, while ensuring compliance with regulatory standards. Proficient in finance and accounting practices, with a focus on enhancing processes and controls in a fintech environment.
Highest-signal resume keywords
Project Management ExperienceRegulatory Project ManagementFinance and Accounting ExpertiseNetSuite ProficiencyActive CPA License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementFinanceAccountingTreasury ManagementUS Corporate Tax ComplianceIFRS KnowledgeInternal ControlsCross-Functional LeadershipRegulatory ComplianceMonth-End Close Process
Soft Skills
Effective CommunicationStakeholder ManagementProblem SolvingTeam CollaborationStatus Reporting
Tools & Technologies
JiraAsanaMonday.comNetSuiteEnterprise ERP Systems
Certifications & Qualifications
PMPCAPMCPAFINRA Licenses
Industry Keywords
FintechBrokerageRIASOX FrameworksInternational TaxEU-US Holding Structures
Tech Stack
Tools & technologiesERPPMP
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- Remote-first company
- Fully remote work arrangement
- Opportunity to make a lasting impact at a fast-growing, mission-driven financial infrastructure company