Corporate Finance, Strategic Finance - Associate / Assistant Vice President

The role

This professional will join the Corporate Finance team to handle financial and managerial reporting, budgeting, and forecasting. The role involves financial modelling and partnering with business leads to enhance decision making.

What you will do

• Support budgeting and forecasting of key financial performance indicators.
• Assist in the preparation of the annual budget process.
• Develop key financial and performance metrics for the Management Committee and business leads.
• Liaise with FP&A team members to develop business specific metrics, budgets, and forecasts.
• Identify and assess opportunities to enhance reporting structure and evaluate business performance.
• Partner with FP&A team members and sales to develop monthly analyses of budget vs. actual results.
• Perform sales analytics to support business development and growth.
• Support preparation of monthly management and quarterly board reporting packages.
• Identify and remediate process gaps and implement internal controls.
• Assist in completing ad hoc projects such as software implementation and automation.

Required qualifications

• 2-5+ 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

Nice to have

• 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.)
• 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

• Salary
• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Generously subsidized healthcare
• 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)

About the company

iCapital is a company looking to hire a Strategic Finance professional to join the Corporate Finance team.