Senior Finance Manager, Corporate Finance

InvestCloud, Inc.; New York (NY); On-site; USD 150,000 - 165,000; Full time

Job summary

InvestCloud is seeking a Senior Finance Manager for Corporate Finance to own consolidated reporting and enterprise financial modeling. You will merge key business drivers, forecasts, and scenario analyses to explain performance to management, the Board, and external stakeholders.

You will consolidate monthly, quarterly, and annual results, develop scenarios, and prepare concise presentations for owners and debtholders, partners with Accounting, and drive improvements across allocations and

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field. CPA or master’s degree is a plus.
• Five or more years of professional experience, including strategic finance or experience in an early-stage business.
• Ability to translate strategic business discussions into structured financial outcomes.
• Extensive financial modeling experience and advanced skills in financial analysis, budgeting, forecasting, and reporting.
• Strong analytical and quantitative capabilities, with advanced Excel and PowerPoint skills and experience using AI tools.
• Strong attention to detail, with the ability to synthesize complex information and communicate it clearly at a high level.
• Proactive, resourceful self-starter with intellectual curiosity and the ability to work independently in a fast-paced, challenging, and evolving environment.
• Excellent verbal and written communication skills, including the ability to work effectively with senior leaders and business partners.

Responsibilities

• Consolidate and report monthly, quarterly, and annual financial performance, including variance analysis against forecast and budget, operational metrics, risks, and opportunities.
• Coordinate the consolidated strategic and annual planning process, including timelines, deliverables, and review cadence.
• Prepare reporting, variance analysis, and key talking points for calls with owners and debtholders.
• Support management meetings and Board reporting by developing clear, concise presentations that translate financial results and analysis into business insights.
• Maintain enterprise financial models that consolidate business projections across the P&L and cash flow, incorporating key business drivers.
• Develop scenario planning and what-if analyses to assess the potential impact of market conditions, business decisions, and organizational changes.
• Conduct moderate-to-complex analysis of results and forecasts, providing insights to inform business decisions.
• Partner with Accounting on goodwill, equity, intercompany, and allocation processes.
• Drive alignment on updates to internal allocations for Corporate functions and technology.
• Gather and align business updates from across the organization to develop a cohesive enterprise view.
• Provide ad hoc financial analysis, scenario planning, and organizational what-if analysis.

Skills

Financial modeling

Excel

PowerPoint

AI tools

Analytical skills

Education

Bachelor's degree in Finance/Accounting

CPA or master's degree

Tools

Budgeting software

Forecasting tools

Job description

The Senior Finance Manager, Corporate Finance partners with senior finance leadership to own consolidated reporting and enterprise financial modeling. This role brings together key business drivers, forecasts, and scenario analysis to help explain business performance, momentum, investment highlights, and areas of focus to management, the Board of Directors, owners, debtholders, and other external stakeholders.

Key Responsibilities

• Consolidate and report monthly, quarterly, and annual financial performance, including variance analysis against forecast and budget, operational metrics, risks, and opportunities.
• Coordinate the consolidated strategic and annual planning process, including timelines, deliverables, and review cadence.
• Prepare reporting, variance analysis, and key talking points for calls with owners and debtholders.
• Support management meetings and Board reporting by developing clear, concise presentations that translate financial results and analysis into business insights.
• Maintain enterprise financial models that consolidate business projections across the P&L and cash flow, incorporating key business drivers.
• Develop scenario planning and what-if analyses to assess the potential impact of market conditions, business decisions, and organizational changes.
• Conduct moderate-to-complex analysis of results and forecasts, providing insights to inform business decisions.
• Partner with Accounting on goodwill, equity, intercompany, and allocation processes.
• Drive alignment on updates to internal allocations for Corporate functions and technology.
• Gather and align business updates from across the organization to develop a cohesive enterprise view.
• Provide ad hoc financial analysis, scenario planning, and organizational what-if analysis.

Preferred Skills, Experience, And Education

• Bachelor’s degree in Finance, Accounting, or a related field. CPA or master’s degree is a plus.
• Five or more years of professional experience, including strategic finance or experience in an early-stage business.
• Ability to translate strategic business discussions into structured financial outcomes.
• Extensive financial modeling experience and advanced skills in financial analysis, budgeting, forecasting, and reporting.
• Strong analytical and quantitative capabilities, with advanced Excel and PowerPoint skills and experience using AI tools.
• Strong attention to detail, with the ability to synthesize complex information and communicate it clearly at a high level.
• Proactive, resourceful self-starter with intellectual curiosity and the ability to work independently in a fast-paced, challenging, and evolving environment.
• Excellent verbal and written communication skills, including the ability to work effectively with senior leaders and business partners.

Travel

Travel required: 0-20%, depending on hiring location.

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2026, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $150,000 - $165,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.