Finance Manager, Corporate Finance

InvestCloudOct2024; New York (NY); On-site; USD 150,000 - 165,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life/AD&D insurance

FSA/HSA

EAP

401(k) match

Paid time off

Job summary

InvestCloud is seeking a Senior Finance Manager, Corporate Finance in New York to own consolidated reporting and enterprise financial modeling. You will integrate business drivers, forecasts, and scenario analyses to explain performance to senior leadership and external stakeholders, including boards and debtholders.

The role requires five+ years in strategic finance, advanced Excel/PowerPoint skills, and strong ability to translate discussions into outcomes.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field required.
• Five+ years in strategic finance or early-stage business experience preferred.
• Ability to translate strategic discussions into structured financial outcomes.
• Extensive financial modeling with advanced Excel/PowerPoint skills.
• Experience using AI tools to enhance financial analysis and reporting.

Responsibilities

• Consolidate and report monthly, quarterly, and annual financial performance with variance analysis.
• Coordinate the consolidated strategic and annual planning process.
• Prepare reporting and talking points for owners and debtholders.
• Develop concise presentations for Board reporting translating results into insights.
• Maintain enterprise financial models across P&L and cash flow.
• Develop scenario planning and what-if analyses for market and org changes.
• Conduct moderate-to-complex analysis to inform business decisions.
• Partner with Accounting on goodwill, intercompany, and allocations.
• Align internal allocations for Corporate functions and technology.
• Gather updates to develop a cohesive enterprise view.

Skills

Advanced Excel

PowerPoint

Financial modeling

Financial analysis

Strategic finance

Communication

Independent work

AI tools

Education

Bachelor’s degree in Finance or Accounting

CPA or Master’s degree a plus

Tools

Excel

PowerPoint

AI tools

Job description

Senior Finance Manager, Corporate Finance

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
• Respect + Integrity

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.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.