iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making.
Requirements
- 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-GAP metrics
- Assist in the preparation of the company’s annual budget process across key financial performance indicators
- 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
- 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
Benefits
- Comprehensive benefits package
- Employer matched retirement plan
- Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
- Annual performance bonus
- Equity for all full-time employees
