Head of Finance

  • Location: New York, NY, New York
  • Type: Perm (Contingency)
  • Job #36427
  • Salary: $165,000

Position Overview – Head of Finance:
A specialized investment and wealth management platform serving high-net-worth clients is seeking a Head of Finance. Based in NYC, Miami, or Brickell, you will partner with the current CFO on accounting, reporting, budgeting, analytics, and building a finance team supporting $4B+ in client assets.

Compensation: $165,000.00 – $195,000.00
Location: New York City

Responsibilities of the Head of Finance include:

  • Preparing financial reporting and analysis
  • Driving accurate billing and revenue processes
  • Leading external audits and regulatory compliance
  • Providing advisory services to company leadership
  • Identifying operational enhancements
  • Formalizing policies, procedures and controls
  • Planning and executing a finance team build

Qualifications for the Head of Finance include:

  • 3-10 years of wealth management finance experience
  • CPA credential is strongly preferred
  • SEC reporting knowledge ideal
  • Systems experience like Addepar a major plus
  • Strong technical accounting and communication skills
  • Entrepreneurial self-starter and leader

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

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Job ID: 36427