Corporate Finance, FP&A - Associate

iCapital; Greenwich (CT); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Equity

Annual bonus

Comprehensive benefits

Hybrid work schedule

Job summary

iCapital is seeking an FP&A Associate to join the Corporate Finance team in Greenwich. You will drive budgeting, forecasting, and KPI analysis, partner with line of business FP&A teams, sales, and leaders to improve decision making, and support monthly close and board reporting.

You will develop dashboards and analytical tools, assess performance gaps, and contribute to process improvements and controls across the firm’s reporting framework.

Qualifications

• 2-5 years FP&A or related experience in financial services.
• Experience with planning and ERP tools preferred (Workday Adaptive Planning, Anaplan).
• Advanced Excel and PowerPoint skills required.
• MBA, CPA, CFA are preferred credentials.

Responsibilities

• Support budgeting and forecasting of consolidated KPIs with budget vs actuals analysis.
• Assist in annual budget process and evaluation of targets.
• Develop dashboards and analytics for Management Committee and Board.
• Identify opportunities to enhance reporting structure and performance evaluation.
• Partner with FP&A teams and sales on monthly variances and forecasts.
• Perform sales analytics to support global growth.
• Prepare monthly management and quarterly board packages with consolidations.
• Identify process gaps and improve internal controls.
• Assist with special projects like software implementations and automation.

Skills

FP&A experience

Private markets familiarity

Advanced Excel

PowerPoint

Quantitative modeling

Data analysis

Communication skills

Education

MBA or equivalent

CPA or CFA

Tools

Workday Adaptive Planning

Anaplan

Tableau

Oracle NetSuite

SAP

PeopleSoft

Axiom

Job description

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 Affirmitive 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.