Strategic Finance Associate / Assistant Vice President, iCapital
Corporate Finance
$100-140k
+ Equity + Annual performance bonus
More information about location
4+ days a week in office
Fintech platform for alternative investments
Be an early applicant
Fintech platform for alternative investments
1001+ employees
Be an early applicant
$100-140k
+ Equity + Annual performance bonus
More information about location
4+ days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 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
What the job involves
- 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
- 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
Our take
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2023, the company services over $153 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 8 rounds)
Dec 2021
$50m
LATE VC
Jul 2021
$440m
GROWTH EQUITY VC
Total funding: $680.6m
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
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