Outsourced CFO & Advisory Manager - 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

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.