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.ResponsibilitiesSupport 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 expensesAssist 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 detailDevelop key financial and performance metrics with detailed analytics for the Management Committee and business leadsLiaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecastsIdentify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performancePartner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual resultsPerform sales analytics to support the business development and growth of the company’s iCapital Solutions departmentSupport 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 reportsIdentify and remediate process gaps and implement effective internal controls; improve documentation of internal control processesAssist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis toolsSkills1-5 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 firmAble to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analyticsAdvanced skills in Excel and PowerPointStrong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinkingAble to manage large sets of data and be able to implement checks and balancesExcellent verbal and written communication skillsDetailed oriented with big picture capabilityFamiliar with private market investments such as private equity, hedge funds, and/or structured investmentsExperience 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, CFABenefitsEquity for all full-time employeesAnnual performance bonusEmployer matched retirement planGenerously subsidized healthcare with 100% employer paid dentalVisionTelemedicineVirtual mental health counselingParental leaveUnlimited paid time off (PTO)Company OverviewiCapital is a fintech platform for alternative investments and investors. It was founded in 2013, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://icapital.com.Company H1B SponsorshipiCapital has a track record of offering H1B sponsorships, with 6 in 2022, 10 in 2021, 7 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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