Analyst, Financial Planning & Analysis

ICONIQ; New York (NY); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) matching

Commuter benefits

Wellness stipends

Tuition reimbursement

Smart-casual dress

Job summary

ICONIQ is seeking an Analyst to join our Corporate Finance team, focusing on the systems, data, and analytical infrastructure that support our planning and analysis capabilities. You will help expand our enterprise planning platform and data flows, enabling forecasting, budgeting, and strategic reporting.

Ideal candidates bring 2+ years in FP&A or analytics, strong SQL, Excel skills, and familiarity with data planning tools, with a collaborative, cross-functional mindset and a willingness to

Qualifications

• 2+ years in financial planning and analysis or analytics roles.
• Strong problem-solving and ability to translate data into insights.
• Proficient SQL and handling large datasets.
• Advanced Excel skills for modeling and reporting.
• Experience with BI systems such as Pigment, Adaptive Planning or Snowflake is a plus.
• Ability to learn new platforms quickly and communicate clearly with stakeholders.

Responsibilities

• Support and enhance the enterprise planning platform with model development and data management.
• Build financial reporting, dashboards, and analyses for key business metrics.
• Manage time tracking, allocations, and data flows across systems.
• Develop data flows from source systems to data warehouse and planning platform.
• Support monthly/quarterly reporting, forecasting, and budgeting processes.
• Identify opportunities to automate manual processes and improve data quality.
• Explore AI and emerging tech to improve reporting and workflows.
• Collaborate with Investment Management, Human Capital, Operations, Technology, and Accounting.

Skills

Financial planning

SQL

Advanced Excel

Data analytics

Cross-functional comms

Education

Bachelor's degree

Tools

Pigment

Adaptive Planning

Snowflake

Hex

Job description

ICONIQ is seeking an Analyst to join our Corporate Finance team, with a focus on the systems, data, and analytical infrastructure that support our financial planning and analysis capabilities. This is an opportunity for someone who combines strong financial and analytical skills with technical curiosity and an interest in building scalable processes and tools. As a member of a small, highly visible team, you’ll help support and expand our enterprise planning platform and related data infrastructure, enabling forecasting, budgeting, management reporting, and strategic analysis. Following our recent migration to Pigment, the team is continuing to modernize how ICONIQ plans, reports, and measures performance.

What You’ll Do

• Support and enhance our enterprise planning platform, including model development, calculations, integrations, data management, user access, and new planning and reporting use cases.
• Build financial reporting, dashboards, models, and analyses that give senior stakeholders greater visibility into resourcing, profitability, cost drivers, and other key business metrics.
• Help manage firmwide time tracking and allocations, maintaining data flows and calculation logic and supporting accurate department- and client-level allocation data.
• Develop and maintain data flows across source systems, our data warehouse, and enterprise planning platform to enable accurate, scalable financial planning and reporting.
• Support monthly and quarterly reporting, forecasting, and annual budgeting by maintaining planning models, coordinating inputs, analyzing results, and preparing materials for senior stakeholders.
• Identify opportunities to automate manual processes, strengthen data quality and controls, streamline workflows, and reduce reliance on offline spreadsheets.
• Explore and apply artificial intelligence and other emerging technologies to improve financial reporting, analysis, and data workflows.
• Partner with colleagues across Investment Management, Human Capital, Operations, Technology, and Accounting to gather requirements, resolve data issues, and deliver high-quality planning and reporting solutions with uncommon care.

Ideal Candidate Background

• 2+ years of relevant experience in financial planning and analysis, financial systems, business intelligence, data analytics, finance transformation, or a similarly analytical role.
• Strong structured problem-solving skills and the ability to investigate underlying business drivers and translate findings into actionable insights.
• Strong Structured Query Language skills and experience working with large, complex data sets.
• Advanced Excel skills, including data manipulation, pivot tables, formulas, charts, and financial modeling.
• Experience with financial planning, reporting, or business intelligence systems; experience with Pigment, Adaptive Planning, Snowflake, Hex, or similar tools is a plus.
• Ability to understand how systems, data, and financial processes connect, coupled with the technical curiosity to quickly learn new platforms and concepts.
• Ability to communicate technical and analytical concepts clearly to non-technical stakeholders and collaborate effectively across functions, offices, and time zones.
• Bachelor’s degree in finance, economics, accounting, analytics, information systems, or a related field.
• Familiarity with artificial intelligence tools and technologies is a plus; we value people who are curious about using these tools to enhance productivity, streamline workflows, and drive innovation.

What We Offer:

• Comprehensive Medical, Dental and Vision Insurance.
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
• A matching 401(k) program.
• Commuter Benefits program.
• Stipends to support wellness and hybrid working arrangements.
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
• Smart-casual dress code.

Location: Applicants are expected to work onsite in our New York office in accordance with our hybrid working policy.

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $90,000 - $110,000 together with the benefits listed above.

About ICONIQ

ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society.

When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [ https://www.greenhouse.com/privacy-policy ] and ICONIQ’s Privacy Policies available here [ https://www.iconiqcapital.com/privacy-policies ].

Use of AI in the Application Process

We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.

We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.

Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.

Equal Employment Opportunity Statement:

We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.