Corporate Finance, Strategic Finance - Analyst / Associate
iCapital is a financial services company seeking a Strategic Finance professional to join their Corporate Finance team. The role involves responsibilities in financial and managerial reporting, budgeting, forecasting, and analysis of key financial indicators to enhance decision-making processes.
Responsibilities
- Support the budgeting and forecasting of the company’s key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses
- Assist in the preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail
- Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads
- Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts
- Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance
- Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results
- Perform sales analytics to support the business development and growth of the company’s iCapital Solutions department
- Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports
- Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes
- Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools
Skills
- 1-5 years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
- Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
- Advanced skills in Excel and PowerPoint
- Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
- Able to manage large sets of data and be able to implement checks and balances
- Excellent verbal and written communication skills
- Detailed oriented with big picture capability
- Familiar with private market investments such as private equity, hedge funds, and/or structured investments
- Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom)
- Advanced degree and/or credentials desired, such as MBA, CPA, CFA
Benefits
- Equity for all full-time employees
- Annual performance bonus
- Employer matched retirement plan
- Generously subsidized healthcare with 100% employer paid dental
- Vision
- Telemedicine
- Virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
Company Overview
Company H1B Sponsorship