Manager, CFO & Accounting Services Investment Management

Stable Rock Solutions LLC; New York, Chicago, San Francisco (NY, IL, CA); Hybrid; USD 115,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

HSA / FSA

401(k)

Job summary

Stable Rock Solutions LLC seeks a Manager to lead outsourced CFO and advisory services for investment management and business services clients. You will oversee daily engagements, ensure accurate reporting, and strengthen financial infrastructure for a diverse client base.

This role combines hands-on execution with strategic advisory, mentoring junior staff and coordinating with auditors and clients to scale financial operations nationwide.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• 4+ years of accounting/financial advisory experience.
• CPA preferred.
• Strong knowledge of U.S. GAAP and financial reporting.

Responsibilities

• Lead day-to-day execution of outsourced CFO, financial reporting, and accounting services.
• Oversee general ledger activity, reconciliations, and reporting packages.
• Review NAV calculations, capital accounts, and management company accounting.
• Provide budgeting, forecasting, cash flow analysis, and modeling.
• Liaise with clients, auditors, and other service providers.
• Strengthen financial infrastructure and reporting frameworks.
• Supervise and mentor Senior Associates and Associates.
• Assist with onboarding new clients and transitions.

Skills

Accounting experience

Financial advisory

Fund accounting

Outsourced CFO

GAAP knowledge

Client management

Communication skills

Education

Bachelor's degree in Accounting, Finance, or related field

CPA preferred

Tools

Microsoft Excel

Microsoft Word

QuickBooks

Investran

Allvue

Geneva

Job description

Manager

Outsourced CFO & Accounting Services

Firm Overview:

Stable Rock is an integrated professional services platform supporting over 500 clients including investment and asset managers, early-stage and midsize businesses, portfolio companies, and founders. We provide deep expertise across outsourced and fractional CFO services, accounting and bookkeeping, middle office and operations, regulatory and compliance, tax strategy and planning, IT, HR, insurance services, and AI-driven automation.

Our work is hands-on and customized. Clients work directly with a team of experienced professionals who take the time to understand how their business or personal finances operate and provide practical support that adapts as needs change.

Job Opportunity and Responsibilities

Stable Rock is seeking a Manager, Outsourced CFO & Advisory Services, to join our Investment Management and Business Services teams. This role is responsible for managing the delivery of outsourced CFO support, financial reporting, and accounting operations for clients including investment and asset managers, early-stage businesses, and growing companies.

Managers oversee day-to-day client engagements and ensure the accuracy, timeliness, and integrity of financial operations and reporting processes. In addition to accounting oversight, Managers work with clients to strengthen financial infrastructure, improve reporting visibility, and support strategic financial decision-making.

This role combines hands-on execution with advisory support and is ideal for professionals who enjoy working closely with clients while helping scale their financial and operational capabilities.

Key Responsibilities

• Lead day-to-day execution of client engagements delivering outsourced CFO, financial reporting, and accounting services.

• Oversee financial reporting processes including general ledger activity, reconciliations, and reporting packages.

• Review NAV calculations, capital accounts, management company accounting, and related financial reporting for investment management clients.

• Provide financial leadership support including budgeting, forecasting, cash flow analysis, and financial modeling.

• Serve as a primary liaison to clients, auditors, administrators, and other professional service providers.

• Support clients in strengthening financial infrastructure, reporting frameworks, and operational processes.

• Supervise Senior Associates and Associates and provide mentorship and technical review.

• Assist with onboarding new clients and supporting operational transitions.

Qualifications, Skills, and Experience

Education: Bachelor's degree in Accounting, Finance, or related field required.

Experience: 4+ years of experience in accounting, financial advisory, fund accounting, or outsourced CFO environments.

Certifications:CPA preferred.

Skills

• Strong knowledge of U.S. GAAP and financial reporting processes.

• Experience supporting financial strategy, budgeting, and operational finance functions.

• Ability to manage multiple client relationships in a fast-paced advisory environment.

• Strong communication skills and ability to work directly with business owners, founders, and finance teams.

Software and Technology

High proficiency in Microsoft Excel and Word. Familiarity with general ledgers and fund accounting platforms (e.g., QuickBooks, Investran, Allvue, Geneva, or similar).

The Stable Rock Difference

• Direct client access and advisory exposure

• Broader scope beyond pure fund accounting (true CFO support)

• Opportunity to shape processes rather than inherit rigid infrastructure

• Visibility into fund launches, restructurings, and capital events

• Growth path tied to performance, leadership, and client impact

Why Stable Rock

Stable Rock is built for professionals who want more than a traditional accounting or advisory role. We are focused on meaningful client impact, intellectual engagement, and practical problem solving in a collaborative, high-trust environment.

Our team operates with a service-first mindset, combining technical expertise with real-world business understanding. We value professionals who take initiative in managing and improving processes, pursue continuous learning, and working directly with clients to help them navigate operational and financial complexity.

If you are looking for a role where your work matters, your expertise is trusted, and your contributions help shape client outcomes, Stable Rock may be the right place to grow your career.

Location

We are open to exceptional talent nationwide, with a strong preference for candidates located in or near our core markets: New York, Dallas, Miami, Chicago, San Francisco, and Los Angeles. We offer hybrid work flexibility to support professional and personal balance.

Compensation

Highly competitive base salary ranging from $115,000 to $140,000, based on experience and location, with eligibility for a discretionary performance bonus.

Benefits

• Medical, Dental, and Vision insurance coverage. Employee-only premiums are paid at 100%.

• Health Savings Account (HSA) and Flexible Spending Account (FSA) options

• 401(k) retirement savings plan

• Unlimited paid time off policy

Inclusion: Stable Rock is an equal opportunity employer and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences.

Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible.