Finance Manager (Investment Management)

Job Overview – Finance Manager (Investment Management)

Compensation: $150,000 - $175,000/year + bonus

Location: New York, NY

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Finance Manager (Investment Management) in New York, NY for our client, supporting management company accounting, financial reporting, budgeting, treasury, and operational finance. This growth-oriented opportunity is ideal for a CPA with a blend of public accounting and private investment management experience who is looking to work closely with executive leadership in a collaborative, fast-paced environment. The role offers broad exposure across accounting, forecasting, tax, treasury, and strategic finance initiatives.

Responsibilities as the Finance Manager (Investment Management)

• Accounting & Financial Reporting: Manage month-end, quarterly, and annual close processes while overseeing general ledger accounting, financial reporting, and audit support.
• Finance Operations: Oversee day-to-day accounting activities, including expenses, payroll accounting, accounts payable, and other financial operations.
• Budgeting & Forecasting: Lead budgeting and forecasting activities, analyze financial performance, and prepare financial models to support business planning.
• Cash Management: Monitor cash activity, support cash flow forecasting, and assist with treasury and banking activities.
• Financial Analysis: Prepare financial analyses and reporting while partnering with internal stakeholders to support business and operational decisions.
• Process Improvement: Identify opportunities to strengthen accounting processes, internal controls, reporting, and automation while supporting broader finance initiatives.

Qualifications for the Finance Manager (Investment Management)

• Education: Bachelor's degree in Accounting, Finance, or a related field is required.
• Certification: CPA designation is strongly preferred.
• Experience: 5-8 years of progressive accounting and finance experience, including experience within investment management, financial services, or a related environment, is required.
• Industry Knowledge: Strong knowledge of accounting, financial reporting, budgeting, forecasting, and financial operations is required.
• Technical Skills: Advanced Microsoft Excel skills and experience with ERP, accounting, or financial reporting systems are required.
• Skills & Attributes: Strong analytical, organizational, communication, and problem-solving skills with excellent attention to detail and the ability to manage multiple priorities and collaborate effectively across teams.