Manager, CFO & Accounting Services Investment Management

Stable Rock Solutions; United States; Hybrid; USD 115,000 - 140,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

Health Savings Account (HSA) and Flex.

401(k) retirement savings plan

Unlimited paid time off

Job summary

Stable Rock Solutions seeks a Manager, Outsourced CFO & Advisory Services, to manage outsourced CFO support, financial reporting, and accounting operations for investment management and business services clients. This role blends hands-on execution with high-level advisory work for growing companies.

You will lead client engagements, strengthen financial infrastructure, and guide strategic financial decision-making, mentoring junior staff in a fast-paced advisory environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• 4+ years of experience in accounting, financial advisory, fund accounting, or outsourced CFO environments.
• CPA preferred.

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.

Skills

U.S. GAAP knowledge

Financial reporting

Budgeting & forecasting

Client relationship management

Communication skills

Education

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

Tools

Microsoft Excel

QuickBooks

Investran

Allvue

Geneva

Job description

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.

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.

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.