Financial Controller, Management Company & FP&A

Atlantic Group; United States; On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

401(k)

Vision insurance

Medical insurance

Paid maternity leave

Paid paternity leave

Job summary

A private equity fund is seeking a Financial Controller to lead daily accounting operations and ensure compliance with financial standards. The role requires 7+ years of management accounting experience, ideally in investment management. Responsibilities include overseeing fund revenue activities, financial statement preparation, and providing insights to senior leadership. This full‑time position offers benefits such as 401(k) and medical insurance.

Qualifications

• 7+ years of management company accounting at an investment management firm.
• Public accounting experience is desirable.

Responsibilities

• Lead daily accounting and operations, including month‑end close.
• Oversee fund revenue activity and ensure accurate fee and expense allocations.
• Support preparation and analysis of financial statements.
• Work closely with the Fund Controller for timely reporting.
• Strengthen internal controls and ensure adherence to policies.
• Provide financial analysis and insights to senior leadership.
• Lead budgeting, forecasting, and maintain high quality financial data.
• Ensure compliance with accounting standards and audit processes.

Skills

Accounting

Financial Analysis

Budgeting

Forecasting

Education

CPA licensed or parts passed

Job description

Financial Controller, Management Company & FP&A

Firm: Private Equity Fund

Reporting to: COO/CFO

Base pay range: $175,000 - $225,000 per year

Job Description

• Lead daily accounting and operations, including month‑end close.
• Oversee fund revenue activity and ensure accurate fee and expense allocations across funds and the management company.
• Support preparation and analysis of financial statements (P&L, balance sheet, cash flow).
• Work closely with the Fund Controller to deliver timely, accurate financial reporting.
• Strengthen internal controls and ensure adherence to accounting policies and procedures.
• Provide financial analysis, insights, and recommendations to senior leadership.
• Lead budgeting, forecasting, and cross‑department collaboration to maintain high‑quality financial data.
• Ensure compliance with accounting standards, regulatory requirements, and audit processes.

Requirements

• 7+ years of management company accounting at an investment management firm.
• Public accounting experience is desirable.
• CPA licensed or parts passed.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Accounting / Auditing and Finance

Benefits

• 401(k)
• Vision insurance
• Medical insurance
• Paid maternity leave
• Paid paternity leave

Job ID: 47134