Senior Manager

Atlas Search; New York (NY); On-site; USD 120,000 - 210,000; Full time

Job summary

Atlas Search, a boutique financial and advisory services firm, seeks a seasoned engagement leader in New York. You will deliver strategic, transformative advisory across diverse client engagements, partnering with leadership to shape proposals, onboarding, and repeatable delivery frameworks.

As primary engagement lead, you will mentor junior staff, translate complex financial concepts for executives, and oversee cross-functional teams and external partners to ensure high-quality client outcomes.

Qualifications

• Demonstrated ability to lead strategic financial advisory engagements.
• Experience guiding client finance teams through transformation initiatives.
• Strong communication and stakeholder management across executive levels.

Responsibilities

• Deliver recurring strategic financial guidance across engagements.
• Advise finance leaders and boards on transformative initiatives.
• Diagnose client issues and present solutions as a trusted partner.
• Prepare board updates on results and risks; manage multiple priorities.
• Mentor consultants and drive delivery standards and frameworks.

Skills

Leadership

Project management

Client management

Financial advisory

Digital transformation

Mentoring

Tools

BlackLine

FloQast

Trintech

DataRails

Job description

Our client is a boutique financial and advisory services firm with a 40+ year history serving two distinct client bases: private wealth families and business owners/senior management responsible for the financial operations of their companies. The firm provides integrated wealth management for private clients, and acts as an outsourced strategic finance, accounting, and reporting partner for growing and middle-market businesses.

The Opportunity

Your role will focus on delivering strategic and transformative advisory solutions across a variety of engagements — projects that touch many areas of a client's finance ecosystem. The services offered are strategic and transformative in nature, positioning you as a critical, recurring resource across the firm's broader advisory capabilities.

You'll partner with firm leadership to build, enhance, and institutionalize the practice's approach to development — supporting proposals and onboarding, developing marketing collateral, and building repeatable deliverables and engagement frameworks. This role requires a detail-oriented leader who delivers excellent client service, communicates clearly, manages multiple priorities to meet deadlines, keeps engagement leadership informed, escalates issues appropriately, and mentors junior staff on both technical skills and firm protocols. Strong technical accounting skills are essential to providing subject matter expertise across the practice's services.

Client Service & Delivery

• Collaborate with the Project Executive/Practice Leader to deliver recurring strategic financial guidance
• Advise client finance leaders, boards, and decision-makers on key strategic and transformative initiatives
• Diagnose and present solutions to client issues, embedding the firm as a trusted, sustained partner
• Prepare board/executive updates on results, risks, and progress
• Oversee in-house, client, and outsourced accounting teams as project scope requires

Project & Program Management

• Support the Project Executive/Practice Leader in client delivery, including advance preparation of materials for knowledge transfer and status transparency
• Own project governance: scope, workplans, milestones, dependencies, and risk management

Client & Stakeholder Leadership

• Serve as primary engagement lead; manage executive communications and expectations
• Manage client relationships and lead meetings as appropriate
• Translate complex financial and technical concepts into clear, structured, client-ready deliverables
• Mentor and develop consultants and senior consultants
• Drive adoption of delivery standards, frameworks, and best practices

Hands‑on experience with one or more of the following platform categories:

• Close/Controls: BlackLine, FloQast, Trintech, DataRails, or similar
• Treasury/bank account integrations

Additional Differentiators

• Experience leading full-scale digital transformations at middle-market organizations
• Vendor and systems integrator management experience