Finance Manager, Corporate Finance & Modeling

InvestCloudOct2024; New York (NY); On-site; USD 160,000 - 185,000; Full time

Benefits offered by this job

Medical/Rx, dental, vision

401(k) with company match

Paid time off

Job summary

InvestCloud is seeking a Finance Manager, Corporate Finance to own consolidated reporting and enterprise financial modeling. You will coordinate planning, prepare variance analyses, and develop executive-ready presentations for owners, debtholders, and the Board.

The role emphasizes building enterprise models, scenario planning, and translating complex financial results into business insights. Travel 0-20% as needed; strong communication with senior leaders is essential.

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

Financial analysis

Communication with senior leaders

Education

Bachelor's degree in Finance/Accounting

CPA or master's degree

Tools

PowerPoint

AI tools

Job description

InvestCloud is seeking a Finance Manager, Corporate Finance to own consolidated reporting and enterprise financial modeling. You will coordinate planning, prepare variance analyses, and develop executive-ready presentations for owners, debtholders, and the Board.

The role emphasizes building enterprise models, scenario planning, and translating complex financial results into business insights. Travel 0-20% as needed; strong communication with senior leaders is essential.