Project Manager & Financial Controller

Overview

The organization is seeking a Project Manager & Financial Controller to lead high-priority cross-functional projects, starting with expansion into Europe, and help ensure the integrity of financial records and financial operations across a growing number of entities and product lines.

This role reports directly to the CFO and partners with the Financial and Operations Principal (FinOp) on broker-dealer work. You will coordinate with leadership across finance, compliance, legal, and operations.

As the first project manager, you will build the project management function from the ground up—managing company-wide projects while developing, strengthening, and standardizing finance processes across key areas. In the first year, you will also back up treasury and support risk and controls work, along with tax reporting as processes and teams are ramped up.

Remote-first: fully remote; candidates must be based in the US or LATAM in the Americas Timezone (GMT-4 to GMT-8).

Responsibilities

• Lead major cross-functional projects through completion, including work tied to expansion into Europe.
• Manage project workstreams, owners, timelines, and requests from regulators and outside counsel.
• Build the project management function as the initial hire, including intake, prioritization, templates, and status reporting standards.
• Plan and run additional projects across finance, compliance, legal, and operations—from scoping through delivery.
• Maintain a company-wide view of project timelines, dependencies, risks, and resource needs; escalate issues early.
• Prepare clear status updates for leadership and run effective project meetings.
• Take on controllership responsibilities based on experience, including:
  • Owning the accounting books for the technology and RIA entities
  • Running the consolidated month-end close
  • Overseeing corporate tax compliance with the FinOp and external tax advisors
• Propose, design, and implement projects to shorten and improve the month-end close process using NetSuite and other systems.
  • Move work into pre-close activities throughout the month
  • Leverage automated functionality available within existing systems to immediately shorten the close
• Enhance and develop consolidated accounting policies and controls appropriate for a fintech environment across existing and new products and entities.
• Prepare for a consolidated audit in 12–24 months.
• Back up the CFO on treasury, including:
  • Cash positioning
  • Payment approvals
  • Bank relationships
  • Cash runway forecasting
• Partner with stakeholders across finance, compliance, legal, operations, and engineering leadership.

Qualifications

• 3–5 years of project management experience leading cross-functional projects, with a track record of delivering complex initiatives on scope and on time
• Experience managing regulatory, licensing, or market expansion projects in financial services
• Proficiency with project management tools (e.g., Jira, Asana, monday.com, or similar)
• Meaningful finance and accounting experience in fintech, banking, brokerage, or RIA environments
• Comfort navigating regulated multi-entity structures, including international subsidiaries
• Working knowledge of US corporate tax compliance and experience working with external tax advisors
• Hands-on treasury and cash management experience, and a working understanding of internal controls
• Basic knowledge of IFRS, sufficient to supervise EU-based accountants
• Proficiency in NetSuite or comparable enterprise ERP systems
• Advanced-level English for cross-team collaboration

Preferred Qualifications

• PMP, CAPM, or similar project management certification
• Active CPA license and/or self-regulatory agency licenses (e.g., FINRA). CPA will be needed by March 2028.
• Subject-matter expertise in SOX frameworks
• International tax experience, especially with EU-US holding structures

Compensation & Benefits

Not specified in the provided job description.

Location

Remote-first, fully remote.
Candidates must be based in the US or LATAM in the Americas Timezone (GMT-4 to GMT-8).