Remote Wealth Management | Vice President of Finance & Accounting jobs in United States
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Atlantic Group ยท 4 days ago

Remote Wealth Management | Vice President of Finance & Accounting

Atlantic Group is a growing boutique Registered Investment Adviser seeking a Vice President of Finance & Accounting to lead all financial operations. The role involves overseeing budgeting, forecasting, and financial reporting while partnering with the executive team to guide growth and enhance operational performance.

B2BHuman ResourcesStaffing Agency
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Oversee budgeting, forecasting, financial reporting, and long-range planning
Lead the accounting function, including monthly close, financial statements, compliance, and internal controls
Deliver clear financial insights, performance analyses, and strategic recommendations
Improve financial systems, processes, and tools to support scale
Manage and develop a high-performing Finance & Accounting team

Qualification

FP&AAccountingFinancial ReportingWealth ManagementCPALeadershipCommunication Skills

Required

15+ years of experience across Accounting and FP&A
Background in Wealth Management or related financial services
Strategic, self-directed leader with strong communication skills

Preferred

CPA strongly preferred

Company

Atlantic Group

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Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.

H1B Sponsorship

Atlantic Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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John Ricco
Founding Partner
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Company data provided by crunchbase