Corporate Finance, Strategic Finance - Analyst / Associate

divh2Corporate Finance, Strategic Finance - Analyst / Associate/h2pNew York, New York, United States/ph3About the Role/h3piCapital is looking to hire a Strategic Finance professional 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 reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President./ph3Responsibilities/h3ulliSupport the budgeting and forecasting of the companys key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FPA team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses./liliAssist in the preparation of the companys annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail./liliDevelop key financial and performance metrics with detailed analytics for the Management Committee and business leads./liliLiaise with FPA team members to develop business specific key performance metrics, client analytics, budgets, and forecasts./liliIdentify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance./liliPartner with FPA team members and sales to develop monthly analyses and insights into variances between budget vs. actual results./liliPerform sales analytics to support the business development and growth of the companys iCapital Solutions department./liliSupport the 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./liliIdentify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes./liliAssist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools./li/ulh3Qualifications/h3ulli1-5 years of FPA, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FPA or strategic finance experience with a top-tier firm/liliFamiliar with private market investments such as private equity, hedge funds, and/or structured investments are preferred/liliExperience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred/liliAble to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics/liliAdvanced degree and/or credentials desired, such as MBA, CPA, CFA/liliAdvanced skills in Excel and PowerPoint/liliStrong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking/liliAble to manage large sets of data and be able to implement checks and balances/liliExcellent verbal and written communication skills/liliDetailed oriented with big picture capability/li/ulh3Benefits/h3pThe base salary range for this role is $80,000 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)./ppWe 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./ppiCapital 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./p/div