Controller, Atomic
Integrated investment platform for Fintechs
Job no longer available
Integrated investment platform for Fintechs
21-100 employees
Job no longer available
21-100 employees
Company mission
To make wealth management accessible to every single human being.
Role
Who you are
- B.S. in accounting, preferably with a CPA
- Collaborative attitude with desire to work with a mission-driven team
- Highly organized with strong verbal and written communication skills
- 6+ years in an accounting role with at least 2 years in a FinOP function reporting on regulatory capital requirements
- Proficiency in working with data and summarizing through statistical and visual approaches
- Familiarity with cloud-based accounting systems and project management and productivity tools
- Exude warmth, genuineness, and concern for others
What the job involves
- Plan, direct and execute all regular accounting operational functions including month-end accounting, reconciliation, financial statement reports for internal and external use
- Transition the move of outsourced accounting responsibilities in-house
- Manage the accounting of individual entities and consolidation of group financial data for an accurate accounting of consolidated business results
- Manage invoicing, accounts receivables and accounts payables
- Serve as a Series 27 Financial and Operations Principal
- Facilitate payroll processing and administration, including registering and maintaining good financial standing with various state-level agencies
- Prepare regulatory filings and audited financials including the preparation and submission of FOCUS reports and supplemental filings
- Preparation of regular Net Capital Computation, including haircuts on securities
- Direct and coordinate the annual audit and periodic reviews
- Provide management with financial information vital to the decision-making process
- Spearhead the regular budget process and regularly track budget vs actuals variances
- Assess current accounting operations, offering recommendations for improvement and implementing new processes
- Evaluate accounting and internal control systems
- Help with diligence requests with partner institutions
- Assist in developing and monitoring business performance metrics and help to establish groundwork for the firm’s FP&A function
- Oversee regulatory reporting, frequently including tax planning and compliance
- Understand and remain current with applicable federal and state securities laws and regulations, and rules relating to financial and operational responsibility
- Identify, recommend and implement new processes, procedures and products to improve workflow and efficiency and to oversee or participate in operations
- Recruit, train, and retain a skilled accounting staff to build out this key function
Otta's take
Xav Kearney
CTO of Otta
Financial stress affects most people today, and wealth-building opportunities are universally attractive, but investment services are often inaccessible to those who need it most. Companies that already provide fintech services are in the best position to deliver these services to previously excluded customers, and Atomic provides an integrated investment platform to allow them to add investment advice and opportunities to their applications.
Through Atomic, businesses can launch investing experiences rapidly and without the need for in-house expertise. The company offers a range of investment capabilities across many markets, including direct indexing – which creates a portfolio of hundreds of individual stocks designed to mimic the returns of an index – which, unlike competitors, it offers at zero account minimums.
Atomic has partnered with several companies including Upside, which transforms student debt into investment opportunities, demonstrating the utility of its API suite for innovative fintechs. The company has received substantial funding and is focussed on expanding business operations towards its mission of access to wealth-building for all.
Insights
Few candidates hear
back within 2 weeks
9% employee growth in 12 months
Company
Funding (2 rounds)
Nov 2021
$25m
SERIES A
Aug 2020
$0.2m
SEED
Total funding: $25.2m
Company benefits
- Remote options
Company HQ
Northern Waterfront, San Francisco, CA
Articles
Founders
David Dindi
(CEO)Board Member at ET AL Design. Co-Founded Clariful Health.
Marco Alban-Hidalgo
(CTO)Former Senior Machine Learning Product Manager at UiPath. Previous experience as a Product Manager and Software Engineer.
Share this job