The job, in the employer's words
About the Role
iCapital is looking to hire a Financial Planning and Analysis (FP&A) Associate 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 and board reporting duties (including support during the financial close), financial modelling, along with partnership across key business and department leads to enhance decision making. The FP&A Associate will report into Firmwide FP&A,Vice President.
Responsibilities
- Support the budgeting and forecasting of the firm’s consolidated key financial performance indicators, with emphasis on revenue, volume activity, and select GAAP and Non-GAAP metrics, liaising with line of business FP&A teams, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting.
- Assist in preparation of the company’s annual budget process across key financial performance indicators, volume-based inputs and activity and client level detail, while evaluating overall firmwide performance targets.
- Develop key financial and performance metrics dashboards with detailed analytics for the Management Committee, Board of Directors, and Business Leads.
- Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
- Partner with line of business FP&A teams and sales to develop monthly analysis and insights into variances between budget vs. actual results, client analytics and forecasts
- Perform sales analytics to support the business development and growth of the firm globally.
- Support the end-to-end 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 special projects as needed, such as implementation of new software, platform reporting automation, and financial planning and analysis tools.
Qualifications
- 2-5 years of FP&A, corporate finance, management consulting or accounting experience within the financial services industry and/or FP&A experience with a top-tier firm.
- Familiarity with Private Market Investments such as Private Equity, Hedge Funds, Structured Investments is preferred, but not required
- Preference for candidates with experience in planning and ERP tools such as Workday Adaptive Planning, Anaplan, Tableau, etc. Oracle NetSuite and/or General Ledger systems such as SAP, PeopleSoft, Axiom preferred but not required.
- Able to work with business, sales and department leads on business performance including budgeting, forecasting and advanced analysis
- 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 implement checks and balances
- Excellent verbal and written communication skills
- Detailed oriented with big picture capability
Benefits
The base salary range for this role is $85,000 to $115,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and 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, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 and 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.
Benefits mentioned
- The base salary range for this role is $85,000 to $115,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and 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, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
Requirements mentioned
- 2-5 years of FP&A, corporate finance, management consulting or accounting experience within the financial services industry and/or FP&A experience with a top-tier firm.
- Familiarity with Private Market Investments such as Private Equity, Hedge Funds, Structured Investments is preferred, but not required
- Preference for candidates with experience in planning and ERP tools such as Workday Adaptive Planning, Anaplan, Tableau, etc. Oracle NetSuite and/or General Ledger systems such as SAP, PeopleSoft, Axiom preferred but not required.
- Able to work with business, sales and department leads on business performance including budgeting, forecasting and advanced analysis
- 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 implement checks and balances
- Excellent verbal and written communication skills
- Detailed oriented with big picture capability
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