Finance Operations Assistant (Temp-to-Perm) jobs in United States
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Atlantic Group · 8 hours ago

Finance Operations Assistant (Temp-to-Perm)

Atlantic Group is hiring a Finance Operations Assistant (Temp-to-Perm) in New York, NY for our client. This hybrid role supports the CFO and finance team by managing schedules, reporting timelines, investor requests, and coordination with auditors and external partners.

B2BHuman ResourcesStaffing Agency
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Manage the CFO’s calendar and scheduling while serving as a key liaison with investors, auditors, fund administrators, bankers, vendors, and senior leadership
Support quarterly and annual closes, investor reporting, audits, and tax deliverables by coordinating timelines, tracking requests, and ensuring accurate information flow
Maintain and update the investor request log daily, tracking statuses, deadlines, and follow-ups to support timely responses
Prepare and format financial presentations, partner materials, LP communications, and meeting documentation with a high degree of accuracy
Process expense reports and vendor payments, maintain organized financial and compliance records, and assist with ad hoc finance projects and performance reporting

Qualification

Finance operations experienceInvestment management knowledgeMicrosoft Office SuiteDocument formatting skillsHighly organizedProactive mindsetCommunication skillsDetail-oriented

Required

Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field required
2+ years of experience in finance operations, fund administration support, executive finance support, or a similar analytical or administrative role within financial services
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) with strong document formatting and organizational skills
Highly organized, detail-oriented professional with strong communication skills, the ability to manage multiple deadlines, and a proactive, service-oriented mindset in a fast-paced hybrid environment

Preferred

Familiarity with investment management or fund operations workflows, including reporting cycles, audits, and investor communications 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