Strategic Finance Professional - Remote

Overview

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.

In Short

• Support budgeting and forecasting of key financial performance indicators.
• Assist in the preparation of the annual budget process.
• Develop key financial and performance metrics.
• Liaise with FP&A team members for business-specific metrics.
• Identify opportunities to enhance reporting structure.
• Partner with FP&A for monthly analyses of budget vs. actual results.
• Perform sales analytics to support business development.
• Prepare monthly management and quarterly board reporting packages.
• Identify and remediate process gaps.
• Assist in ad hoc projects like software implementation.

Requirements

• 3-6 years of FP&A or strategic finance experience.
• Familiarity with private market investments preferred.
• Experience in planning and ERP tools.
• Able to work with business leads on performance metrics.
• Advanced degree or credentials desired (MBA, CPA, CFA).
• Advanced skills in Excel and PowerPoint.
• Strong organizational and problem-solving skills.
• Able to manage large data sets.
• Excellent verbal and written communication skills.
• Detail-oriented with big picture capability.

Benefits

• Base salary range of $100,000 to $140,000.
• Compensation package includes salary, equity, and performance bonus.
• Comprehensive benefits package including retirement plan.
• Generously subsidized healthcare with 100% employer paid dental and vision.
• Parental leave and unlimited paid time off (PTO).
• Flexibility to work remotely on Fridays.