Corporate Finance, Strategic Finance - Vice President

iCapital•New York, NY

15h•$145,000 - $175,000•Hybrid

About The Position

iCapital is seeking a Strategic Finance professional to join its Corporate Finance team. The role has broad responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of financial and performance indicators, monthly and quarterly management reporting, financial-close support, financial modeling, and partnership with business and department leaders to improve decision-making. The position reports to the iCapital Solutions Business Controller, Senior Vice President. The successful candidate will support company-wide financial planning and analysis, develop business and client performance metrics, prepare management and board reporting, analyze sales and financial results, strengthen reporting and internal controls, and contribute to ad hoc projects involving software, reporting automation, and financial planning tools.

Requirements

At least 9 years of FP&A, strategic finance, corporate finance, or accounting experience in financial services and/or FP&A or strategic finance experience with a top-tier firm.
Ability 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, with strategic and creative thinking.
Ability to manage large data sets and implement checks and balances.
Excellent verbal and written communication skills.
Detail-oriented with the ability to maintain a big-picture perspective.

Nice To Haves

Familiarity with private market investments such as private equity, hedge funds, and/or structured investments.
Experience with planning and ERP tools such as WorkDay Adaptive, Tableau, or Essbase, and familiarity with Oracle NetSuite and/or general ledger systems such as PeopleSoft or Axiom.
An advanced degree and/or credentials such as an MBA, CPA, or CFA.

Responsibilities

Support budgeting and forecasting for key financial performance indicators, including revenue, expenses, sales activity, and selected GAAP and non-GAAP metrics; coordinate with FP&A, sales, and business leads; and analyze budget-to-actual results and current forecasts.
Assist with the annual budget process for key financial indicators, including revenue, expenses, sales inputs and activity, and client-level detail.
Develop financial and performance metrics and detailed analytics for the Management Committee and business leads.
Work with FP&A team members to develop business-specific performance metrics, client analytics, budgets, and forecasts.
Identify opportunities to improve reporting structures and develop new approaches to evaluate business performance.
Partner with FP&A team members and sales to prepare monthly analyses and insights into budget-to-actual variances.
Perform sales analytics to support business development and growth in the iCapital Solutions department.
Support preparation of monthly management and quarterly board reporting packages, including financial-statement consolidation, budget-to-actual results, revised forecasts, variance analysis, and KPI reports.
Identify and address process gaps, implement effective internal controls, and improve internal-control process documentation.
Assist with ad hoc projects, including new software implementation, platform reporting automation, and financial planning and analysis tools.