Assistant Vice President of Strategic Finance, iCapital
Corporate Finance
$110-145k
+ Equity + Bonus
Fintech platform for alternative investments
Be an early applicant
Fintech platform for alternative investments
1001+ employees
Be an early applicant
$110-145k
+ Equity + Bonus
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- The ideal candidate brings structure to complex, evolving environments and can balance strategic design with hands on execution
- 6-10 years of experience in strategic finance, FP&A, corporate finance, or management consulting, with demonstrated exposure to enterprise-scale operating models
- Bachelor’s degree in finance, accounting, economics, or a related field; MBA, CPA, CFA, or similar advanced credentials are preferred
- Proven experience designing or operating profit center, cost center, or product P&L frameworks in a multi‑product, multi‑region organization
- Strong understanding of expense attribution, cost allocation methodologies, and chargeback models, including direct vs. indirect cost treatment
- Demonstrated ability to partner with senior leaders and executives, influencing decision‑making across the Finance, Technology, People, Legal, and Business teams
- Experience leading or supporting large‑scale financial transformations, including governance, change management, and process redesign
- Familiar with private market investments such as private equity, hedge funds, or structured investments are preferred
- Hands‑on experience with financial systems and data flows, such as NetSuite (or similar ERP), Coupa, Dayforce, Adaptive, or comparable platforms
- Proven track record of building scalable reporting and analytics, including dashboarding and self‑service financial insights
- Able to operate effectively in an evolving environment, balancing near‑term execution with long‑term architectural design
- Experience working with global organizations, including cross‑border entities, regional support models, and international cost structures
- High attention to detail with a strong sense of financial discipline, governance, and control, without sacrificing speed or flexibility
- Self‑starter mentality with the ability to lead without authority, drive alignment, and push initiatives forward across functional boundaries
What the job involves
- ICapital is looking to hire a Strategic Finance professional to join the Corporate Finance team
- This role will play a key part in building and scaling the firm’s expense financial operating model, partnering with senior leaders to drive greater transparency, discipline, and insight across products, regions, and business units
- Sitting at the intersection of Strategic Finance and FP&A, the role focuses on advancing profit center, cost center, and product P&L frameworks that improve decision making and capital allocation
- This is a visible, high impact role for someone motivated by building scalable systems that strengthen financial accountability and support long term growth
- Lead the design and implementation of the firm’s Target Operating model, including cost centers, product views, and expense frameworks, to create a single source of truth for enterprise profitability and cost management
- Own the end‑to‑end cost center hierarchy strategy, ensuring alignment with how management views and runs the organization across domestic, international, and corporate segments
- Partner closely with senior business leaders, Finance Business Partners, and corporate functions to define service catalogs, service level agreements, and chargeback methodologies for shared services
- Drive the transition from fragmented reporting to scalable, rule‑based expense attribution, improving visibility into direct versus indirect costs, fully loaded P&Ls, and margin by product, region, and profit center
- Establish disciplined expense governance frameworks, including approval workflows, allocation rules, reclassification policies, and periodic recertification of cost center, P&L, and FP&A ownership
- Lead cross‑functional discovery efforts to document current‑state workflows, identify evaluation gaps, capacity constraints, and process friction, and translate findings into executable requirements
- Oversee activity tagging and cost attribution initiatives, including headcount, contingent labor, SaaS, Passthrough vendors, capitalized expenses, and corporate‑funded strategic initiatives
- Partner with the Technology, People, and Accounting teams to drive system enablement across Coupa, Dayforce, NetSuite, and reporting platforms, ensuring required dimensions (cost center, product, region, position ID) are embedded at the source
- Advance the organization toward automated, scalable analytics, enabling self‑service dashboards for executives, Finance, and Business leaders with consistent methodologies across periods
- Support enterprise planning by improving forecast accuracy, scenario analysis, and capital allocation decisions through standardized data and forward‑looking insights
- Distinguish and track run‑the‑business vs. growth and transformation spend, with clear KPIs, investment thresholds, and milestone‑based governance
- Act as a strategic thought partner to executive leadership, providing insights on organizational efficiency, pricing strategy, operating leverage, and profitability drivers
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 2025, the company services nearly $500 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, impressive funding 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
Insights
42% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jul 2025
$820m
LATE VC
Dec 2021
$50m
LATE VC
Total funding: $1.5bn
Company benefits
- Employer-matched retirement plan;
- Generously subsidised health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling
- Generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location)
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO & Chairman)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
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