iCapital is powering the worlds alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients. iCapital services approximately $179 billion in global client assets invested in 1,445 funds, as of January 2024.

iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 2023); selected by Forbes to its list of Best Startup Employers for three consecutive years (2021 2023); & a two-time winner of MMI/Barrons Solutions Provider award (See link below).

About the Role

iCapital is looking to hire a Financial Planning & Analysis (FP&A) Associate or Assistant Vice President to join the Corporate Finance team. This role will involve large scale responsibilities across financial & managerial reporting, budgeting, forecasting, analysis of key financial & performance indicators, monthly & quarterly management reporting duties (including support during the financial close), financial modelling, & cash management & forecasting & partnership with key business & department leads to enhance decision making. This individual will report into the Head of FP&A.

Responsibilities

• Support the budgeting & forecasting of the companys consolidated key financial performance indicators, with emphasis on revenue, volume activity, & select GAAP & Non-GAAP metrics, liaising with line of business FP&A teams, sales & business leads, while providing analysis of budget vs. actuals & real-time forecasting of revenue.
• Assist in preparation of the companys annual budget process across key financial performance indicators, with emphasis on revenue, volume-based inputs & activity, & client level detail, while evaluating overall firmwide performance targets.
• Develop key financial & performance metrics with detailed analytics for the Management Committee, Board of Directors, & Business Leads.
• Develop business specific key performance metrics, client analytics, budgets, & forecasts for lines of business
• Identify & assess key opportunities to enhance the current reporting structure & develop new approaches to evaluate business performance.
• Partner with line of business FP&A teams & sales to develop monthly analyses & insights into variances between budget vs. actual results.
• Perform sales analytics to support the business development & growth of the company globally.
• Support the preparation of monthly management & quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results & revised forecasts, variance analysis & compilation of the company KPI reports.
• Identify & remediate process gaps & implement effective internal controls; Improve documentation of internal control processes.
• Assist in completing special projects as needed such as implementation of new software, platform reporting automation, & financial planning & analysis tools.

Qualifications

• 3-6 years of FP&A, corporate finance, or accounting experience within the financial services industry and/or FP&A experience with a top-tier firm with specialization in revenue reporting & analytics.
• Familiar with Private Market Investments (Private Equity, Hedge Funds, Structured Investments) is preferred, but not required
• Preference for candidates with experience in planning & ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.). Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) preferred but not required.
• Able to work with business, sales, & department leads on business performance including budgeting, forecasting & advanced analysis
• Advanced degree and/or credentials desired, such as MBA, CPA, CFA
• Advanced skills in Excel & PowerPoint
• Strong organizational, planning, quantitative modeling, & problem-solving skills; Strategic & creative thinking
• Able to manage large sets of data & be able to implement checks & balances
• Excellent verbal & written communication skills
• Detailed-oriented with big picture capability

Benefits

The base salary range for this role is $95,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, & 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, & virtual mental health counseling, parental leave, & unlimited paid time off (PTO).

We believe the best ideas & innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, & some positions will be designated in-office jobs, based on their function. 

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 & 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.