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Strategic Finance Professional - Remote

Posted 9 weeks ago
Finance / Legal
Full Time
USA
$100,000 - $140,000/year

Overview

iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team, responsible for financial reporting, budgeting, forecasting, and analysis of key financial indicators.

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 sales for monthly analyses of budget vs. actual results.
  • Perform sales analytics to support business development.
  • Prepare monthly management and quarterly board reporting packages.
  • Identify process gaps and implement internal controls.
  • 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 with planning and ERP tools.
  • Able to work with business leads on performance metrics.
  • Advanced degree or credentials like MBA, CPA, CFA desired.
  • 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).
iCapital logo

iCapital

iCapital is a leading financial technology platform that revolutionizes the alternative investment marketplace, enabling advisors, wealth management firms, asset managers, and banks to effectively evaluate and recommend tailored public and private market strategies for high-net-worth clients. With approximately $209 billion in global client assets invested across 1,690 funds as of November 2024, iCapital has earned recognition as a top fintech company, being named to the Forbes Fintech 50 for seven consecutive years and receiving multiple awards for its innovative solutions. The company is committed to providing exceptional client service and fostering inclusive workplace practices.

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