Financial Controller / Finance Partner / Project Manager in Finance

Atomic Vest is a fast-growing, mission-driven company powering the expansion of financial services and wealth creation globally. The role leads Atomic's highest-priority financial cross-functional projects, starting with its expansion into Europe, and helps ensure the integrity of Atomic's books and financial operations across a growing number of entities and product lines. The role reports directly to the CFO and to the Financial and Operations Principal (FinOp) on broker-dealer work. Atomic is a remote-first company, and this role is fully remote; candidates must be based in the US or LATAM in the Americas Timezone (GMT-4 to GMT-8).

Responsibilities

Propose, design, and implement projects to shorten and improve the month-end close process, using NetSuite and other systems; Take on core controllership responsibilities, such as owning the accounting books for the technology and RIA entities, running the consolidated month-end close, or overseeing corporate tax compliance with the FinOp and external tax advisors; Enhance and develop consolidated accounting policies and controls appropriate for a fintech environment; Prepare the company for a consolidated audit in 12–24 months; Back up the CFO on treasury: cash positioning, payment approvals, bank relationships, and the cash runway forecast; Build the finance project management function as the initial hire, including intake, prioritization, templates, and status reporting standards; Maintain a company-wide view of finance project timelines, dependencies, risks, and resource needs, and escalate issues early; Lead major cross-functional projects through completion, including Atomic's expansion into Europe; Plan and run additional projects across finance, compliance, legal, and operations, from scoping through delivery; Prepare clear status updates for leadership and run effective project meetings; Partner with key stakeholders across finance, compliance, legal, operations, and engineering leadership

Requirements

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 (e.g., 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

Nice to have

PMP, CAPM, or similar project management certification; Active CPA license and/or self-regulatory agency licenses (e.g., FINRA), with CPA needed by March 2028; Subject-matter expertise in SOX frameworks; International tax experience, especially with EU-US holding structures