A hybrid interim CFO engagement with an investment management organisation in New York, overseeing fund finance, financial reporting, investor support, treasury management, and coordination with external administrators.
Atlantic Group is seeking an Interim Chief Financial Officer for a client operating in the alternative investment management space. Based in New York on a hybrid schedule, this engagement requires a senior finance leader to take ownership of fund finance, accounting operations, financial reporting, and investor-related activities. The role also encompasses treasury and liquidity management, coordination with external fund administrators, and audit and tax compliance oversight.
The ideal candidate brings a decade or more of progressive experience in fund finance or investment management accounting, ideally with prior CFO, Controller, or equivalent senior leadership responsibility. A bachelor's degree in accounting or finance is required, and CPA certification is preferred. Strong knowledge of alternative investment fund structures and financial operations is essential to succeed in this role.
- Oversee fund finance, accounting operations, financial reporting, and related financial activities, providing strategic guidance to senior leadership
- Manage fund accounting, investor activity, financial statements, and relationships with external fund administration providers
- Support investor requests, due diligence processes, and investor-related reporting initiatives
- Coordinate audit, tax, and financial compliance activities with external professional service providers
- Oversee liquidity, cash management, treasury activities, and financial obligations across the organisation
- Strengthen financial processes, internal controls, and reporting across investment and operational functions
- Bachelor's degree in Accounting, Finance, or a related field
- 10+ years of progressive fund finance, investment management accounting, or senior financial leadership experience
- Strong knowledge of alternative investment fund accounting, financial reporting, investor reporting, and fund administration
- Demonstrated capability in financial reporting, fund accounting, treasury, and financial analysis
- CPA certification preferred
- Ability to operate independently with strong executive communication and organisational skills
Atlantic Group is a specialist recruitment and staffing firm focused on placing senior finance, accounting, and operations professionals into interim and permanent roles. The firm partners with investment management organisations and other financial services clients across the United States to source experienced executive talent for critical engagements.
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