Finance Manager (Investment Management)

Atlantic Group; New York (NY); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Hybrid work schedule

Bonus potential

Job summary

Atlantic Group in New York, NY seeks a Finance Manager (Investment Management) to support accounting, reporting, budgeting, treasury, and strategic finance initiatives. The role requires a CPA with 5–8 years of finance experience in investment management or financial services.

You will lead month-end closes, oversee payroll and expenses, and collaborate with leadership to drive financial performance in a fast-paced environment. Hybrid schedule offers flexibility.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• CPA designation strongly preferred.
• 5–8 years of progressive accounting/finance experience in investment management or financial services.
• Strong knowledge of accounting, reporting, budgeting, and treasury.
• Advanced ERP/financial systems experience and Excel proficiency.

Responsibilities

• Manage month-end, quarterly, and annual close processes and GL accounting.
• Oversee day-to-day accounting activities including payroll, AP, and financial ops.
• Lead budgeting and forecasting, build financial models for planning.
• Monitor cash activity, support cash flow forecasting and treasury activities.
• Prepare analyses and reporting, partner with stakeholders on decisions.
• Identify opportunities to strengthen processes, controls, and automation.

Skills

Analytical thinking

Strong communication

Attention to detail

Collaboration

Problem solving

Education

Bachelor's degree in Accounting or Finance

CPA designation preferred

Tools

ERP/Financial reporting systems

Microsoft Excel

Job description

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.