Accounting & Finance Manager

Pinnacle Private CreditNew York, NY

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Overview

Schedule

Full-time

Education

CPA

Career level

Director

Benefits

Career Development

Job Description

Pinnacle Private Credit is seeking an ambitious Accounting & Finance Manager who is ready to step into a high-ownership role and grow alongside the firm. This individual will report directly to the CEO and CFO and will play a critical role in managing daily financial operations while supporting strategic initiatives.

This is an ideal opportunity for someone coming out of a Staff Accountant or Junior Finance role who is ready to take meaningful ownership and operate one level below the CFO.

The Opportunity

This role sits at the center of the company's financial infrastructure. You will oversee core accounting functions, manage cash flow and wire activity, support payroll, and partner with leadership on new initiatives, including external partnerships, investor relationships, and internal expansion projects.

As the company grows, this role has the potential to evolve into a Controller-level position.

Key Responsibilities:

Core Accounting & Financial Operations

Oversee and execute all incoming and outgoing wire transactions
Manage daily cash flow monitoring and treasury functions
Handle payroll processing and related compliance
Maintain general ledger and oversee month-end and year-end close
Manage accounts payable and accounts receivable
Prepare financial statements and internal reporting packages
Support budgeting, forecasting, and financial planning initiatives
Ensure accurate documentation for audits and regulatory compliance

Strategic & Growth Initiatives

Partner directly with CEO and CFO on new internal and external projects
Support financial modeling and analysis for partnerships and investor relationships
Assist in evaluating new business initiatives and expansion efforts
Help build scalable financial processes and internal controls
Serve as an operational bridge between finance and other departments

Qualifications

Active CPA license required
2–3+ years of accounting or finance experience (financial services, lending, or private credit experience strongly preferred)
Bachelor's degree in Accounting, Finance, or related field
Strong understanding of GAAP, treasury management, and financial controls
Experience managing wire transactions and high-volume cash activity
Advanced proficiency in Excel and accounting systems (QuickBooks or similar)
Strong analytical skills with exceptional attention to detail
Comfortable working directly with executive leadership
Entrepreneurial, proactive, and able to thrive in a fast-paced startup environment

Why Join Pinnacle?

Direct exposure to CEO and CFO
High-visibility role with real ownership
Opportunity to grow into senior finance leadership
Entrepreneurial and performance-driven environment
Competitive compensation based on experience

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FAQs About Accounting & Finance Manager Jobs at Pinnacle Private Credit

What is the work location for this position at Pinnacle Private Credit?

This job at Pinnacle Private Credit is located in New York, NY, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Pinnacle Private Credit?

Employer has not shared pay details for this role.

What employment applies to this position at Pinnacle Private Credit?

Pinnacle Private Credit lists this role as a Full-time position.

What experience level is required for this role at Pinnacle Private Credit?

Pinnacle Private Credit is looking for a candidate with "Director" experience level.

What education level is required for this job?

The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.

What benefits are offered by Pinnacle Private Credit for this role?

Pinnacle Private Credit offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Pinnacle Private Credit?

You can apply for this role at Pinnacle Private Credit either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.