Corporate Finance, Strategic Finance – Associate / Assistant Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $214 billion in global client assets invested in 1,731 funds, as of December 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

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. This individual will report into the iCapital Solutions Business Controller, Senior Vice President.

Responsibilities

• 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-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 expenses.
• Assist 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 detail.
• 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.
• Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
• 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.

Qualifications

• 3-6 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
• Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred
• Experience 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) preferred
• Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
• Advanced degree and/or credentials desired, such as MBA, CPA, CFA
• 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

Benefits

The base salary range for this role is $100,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.