---
title: 'Project Manager & Financial Controller at Atomic Invest'
canonical: 'https://feeny.ai/job/project-manager-financial-controller-atomic-invest-united-states-x8ktp72vrszx'
type: 'job'
last_seen: '2026-10-18'
---

# Project Manager & Financial Controller at Atomic Invest

- **Company:** Atomic Invest
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-09
- **Last confirmed live:** 2026-10-18
- **Apply:** https://jobs.ashbyhq.com/atomic-invest/b7906968-874a-447a-93e0-aaaf6fec44e6

## Job description

Project Manager & Financial Controller

## About Atomic Vest

We are a fast-growing, mission-driven company powering the expansion of financial services and wealth creation globally. We build critical financial infrastructure that allows consumer-facing companies to offer engaging investing experiences to their customers in a frictionless way. We host advanced investing capabilities ranging from ESG investing to multi-currency trading across 60 global markets. We are a team of financial empowerment enthusiasts that have come together from various industries including tech, banking, finance, and law.

The company has raised $55M in funding and is positioned to rapidly scale. Come join an exciting opportunity to make a lasting impact!

## About the role

We're looking for a Project Manager & Financial Controller to lead Atomic's highest-priority cross-functional projects, starting with our expansion into Europe, and help ensure the integrity of Atomic's books and financial operations across a growing number of entities and product lines. You'll report directly to the CFO, and to the Financial and Operations Principal (FinOp) on broker-dealer work, and coordinate with leadership across finance, compliance, legal, and operations. As our first project manager, you'll build the project management function from the ground up, managing company-wide projects while building finance processes in some areas and strengthening them in others. In your first year, you'll also back up treasury, support risk and controls work, and support tax reporting as we quickly ramp up and build out processes and teams covering those areas.

Atomic is a remote-first company, and this role is fully remote; however, candidates must be based in the US or LATAM in the Americas Timezone (GMT-4 to GMT-8).

## Key Responsibilities

- Lead major cross-functional projects through completion, including Atomic's expansion into Europe, managing 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, and escalate issues early.
- Prepare clear status updates for leadership and run effective project meetings.
- Take on core controllership responsibilities based on your experience, such as owning the accounting books for the technology and RIA entities, running the consolidated month-end close, or 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, and 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 the company for a consolidated audit in 12–24 months.
- Back up the CFO on treasury: cash positioning, payment approvals, bank relationships, and the cash runway forecast.
- Partner with key 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](http://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

## Nice to Have

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

## About Atomic Invest

## Company Overview
- **One-liner**: Atomic Invest provides a white-label "investing-as-a-service" platform that enables fintechs, banks, and consumer-facing companies to integrate brokerage, wealth management, and cash management products into their own offerings via APIs and pre-built experiences.
- **Entity Type**: Private (Series A; $55.5M total funding)
- **Headquarters**: New York, New York, United States
- **Founded**: 2020
- **Founders**: David Dindi (CEO), Marco Alban-Hidalgo (CTO), Emma Marriott (Co-Founder, Engineering)

## Core Business
- **Primary industry/industries**: Financial Services / Fintech Infrastructure / Wealth Management
- **Target customers**: B2B — specifically fintechs (consumer and B2B), banks/financial institutions, and other consumer-facing companies seeking to embed investing and savings products.
- **Mission or purpose statement**: "To make wealth-building accessible to every single human being." [atomicvest.com](https://www.atomicvest.com/)

## Products & Services
- **Brokerage**: Full brokerage infrastructure offering access to fractional stocks, bonds, mutual funds, ETFs, and alternative investments (U.S. and international markets). [atomicvest.com](https://www.atomicvest.com/)
- **Wealth Management**: Automated capabilities including custom indexing and bond laddering. [atomicvest.com](https://www.atomicvest.com/)
- **Cash Management**: Access to high-yield instruments such as FDIC-insured cash sweeps, money market funds, and U.S. Treasury bills. [atomicvest.com](https://www.atomicvest.com/)
- **Pre-built Experiences**: Ready-made UI components to accelerate time-to-market for partner clients. [atomicvest.com](https://www.atomicvest.com/)
- **Back-Office Dashboard**: A complete operations dashboard for managing customer accounts. [atomicvest.com](https://www.atomicvest.com/)
- **Developer-first APIs**: APIs designed for easy integration into partner platforms. [atomicvest.com](https://www.atomicvest.com/)

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed.
- **Key Metric**: Total funding of **$55.5M** (including a $25M Series A led by Anthemis and QED Investors in 2021, and subsequent venture rounds led by Brewer Lane Ventures, Aquiline Capital Partners, and Erie Strategic Ventures through 2025). [cbinsights.com](https://www.cbinsights.com/company/atomic)
- **Notable Investors/Partners**: Y Combinator, QED Investors, Anthemis, Brewer Lane Ventures, Aquiline Capital Partners, Erie Strategic Ventures, Nationwide Ventures, Appia Ventures, Lightspeed, Peak XV (formerly Sequoia India & SEA), and PayPal (via Aspire partnership). [cbinsights.com](https://www.cbinsights.com/company/atomic)
- **Growth Signals**:
    - Expanded to Europe in early 2026 via the acquisition of Groene Hart Financiële Diensten. [atomicvest.com](https://www.atomicvest.com/)
    - Announced a high-profile partnership with **Aspire** (backed by Peak XV/Sequoia) in April 2026 to power treasury management for Aspire's 50,000+ business customers. [prnewswire.com](https://www.prnewswire.com/news-releases/aspire-and-atomic-partner-to-launch-high-yield-treasury-management-platform-for-startups-302748612.html)
    - Headcount grew 15% YoY to 44 employees. [linkedin.com](https://www.linkedin.com/company/atomicvest)
    - SOC-2 Type II certified, SEC-licensed (RIA), and FINRA-registered broker-dealer. [atomicvest.com](https://www.atomicvest.com/)

## Competitive Advantages
- **Regulatory Moat**: Holds SEC, FINRA, and SIPC licenses/registrations, acting as the regulated partner so clients avoid becoming regulated themselves. Custody of assets is held at BNY Pershing (Bank of New York Mellon), the world's largest custodian bank. [atomicvest.com](https://www.atomicvest.com/)
- **End-to-End Platform**: Provides the full stack—from regulatory compliance and custody to pre-built UI and back-office operations—reducing legal and operational friction for partners. [atomicvest.com](https://www.atomicvest.com/)
- **Multi-Product Offering**: Combines brokerage, wealth management, and cash management in a single API, allowing clients to offer a comprehensive financial suite without multiple vendors.
- **Strong Partner Ecosystem**: Y Combinator alumni with backing from top-tier fintech VCs (QED, Anthemis) and strategic partnerships with major platforms like Aspire.

## Strategic Focus
- **European Expansion**: Following the acquisition of Groene Hart Financiële Diensten, Atomic is actively building out its presence and team in the EU. [linkedin.com](https://www.linkedin.com/company/atomicvest)
- **Partnership Growth**: Deepening integrations with major fintech platforms (e.g., Aspire, Bolt) to embed treasury and wealth solutions into existing financial operating systems. [linkedin.com](https://www.linkedin.com/company/atomicvest)
- **Product Breadth**: Continuing to expand the range of investment products (alternatives, international markets) and automated wealth management tools. [atomicvest.com](https://www.atomicvest.com/)

## Why Work Here
- **Mission-Driven Fintech**: Opportunity to work on critical financial infrastructure that aims to democratize wealth-building globally.
- **Strong Engineering Culture**: The company is engineering-heavy (13 of 44 employees are in technical roles) and uses a modern, developer-first approach. [linkedin.com](https://www.linkedin.com/company/atomicvest)
- **Global & Remote-Friendly Team**: Employees are distributed across 12 countries (US, Argentina, India, Spain, UK, Germany, Canada, etc.), suggesting a remote or hybrid-friendly culture. [linkedin.com](https://www.linkedin.com/company/atomicvest)
- **High-Impact Role**: Small team (44 people) with ambitious goals and major partnerships (Aspire, Bolt) means individual contributors have significant ownership and impact.
- **Notable Perks & Environment**: Backed by Y Combinator and top fintech VCs; SOC-2 compliant with a strong emphasis on security and compliance. Active job postings include a Director of Business Development (EU) and a Backend Software Engineer. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/atomic-invest)

## Sources
1. [atomicvest.com](https://www.atomicvest.com/)
2. [linkedin.com](https://www.linkedin.com/company/atomicvest)
3. [cbinsights.com](https://www.cbinsights.com/company/atomic)
4. [prnewswire.com](https://www.prnewswire.com/news-releases/aspire-and-atomic-partner-to-launch-high-yield-treasury-management-platform-for-startups-302748612.html)
5. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/atomic-invest)

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