Corporate Finance, FP&A - Associate

iCapital is seeking a Financial Planning and Analysis (FP&A) Associate to join their Corporate Finance team. This role will involve a wide range of responsibilities, including financial and managerial reporting, budgeting, forecasting, analysis of key financial indicators, and cash management. The FP&A Associate will work closely with business and department leads to enhance decision-making and will report to the Head of FP&A.

Support the budgeting and forecasting of the firm’s consolidated key performance indicators, revenues, expense base and annual investment spend, liaising with line of business FP&A teams, business leads and department heads, while providing analysis of budget vs. actuals and real-time forecasting.

Assist in preparation of the company’s annual budget process across key performance indicators, operating expenses, headcount planning and revenue, while evaluating overall firmwide performance targets.

Develop key financial and performance metrics with detailed analytics for the Operating Committee and Business Leads.

Liaise with line of business FP&A teams 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 Expense Controllers to develop monthly analysis and insights into variances between budget vs. actual results, while identifying and executing cost reduction opportunities.

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.

Perform cash operating activities related to cash management and forecasting.

• 3-6 years of FP&A, corporate finance, or accounting experience within the financial services industry and/or FP&A experience with a top-tier firm
• Familiarity with Private Market Investments (Private Equity, Hedge Funds, Structured Investments) would be preferred, but not required
• Preference for candidates with experience in planning and ERP tools (i.e., WorkDay, Tableau, Essbase, etc.). Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) preferred but not required
• Able to work with business and department leads on business performance and expense management including budgeting

• Base salary range of $85,000 to $105,000
• Compensation package including salary, equity, and annual performance bonus
• 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)
• Flexibility to work in the office three or four days
• Equal Employment Opportunity and Affirmative Action employer