Senior Finance Manager, Corporate FP&A & Modeling

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

Benefits offered by this job

Medical, Dental, Vision insurance

401(k) with company match

Paid time off and holidays

Job summary

InvestCloud, a global wealth technology company, seeks a Senior Finance Manager, Corporate Finance in New York. You will own consolidated reporting, enterprise financial modeling, and scenario analysis to explain performance to management, the Board, owners, debtholders, and other stakeholders.

You will consolidate monthly, quarterly, and annual results, coordinate planning, develop presentations, maintain models, and support strategic decisions with what-if analyses.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field required.
• Five or more years of professional experience, including strategic finance or startup experience.
• Ability to translate strategic discussions into structured financial outcomes.
• Extensive financial modeling, budgeting, forecasting, and reporting experience.
• Strong analytical, quantitative skills with advanced Excel and PowerPoint.
• Excellent verbal and written communication with senior leaders.

Responsibilities

• Consolidate and report monthly, quarterly, and annual financial performance.
• Coordinate consolidated planning process and review cadence.
• Prepare reporting, variance analysis, and talking points for calls with owners and debtholders.
• Develop presentations to translate results into business insights for the Board and stakeholders.
• Maintain enterprise financial models across P&L and cash flow.
• Develop scenario planning and what-if analyses for market conditions and decisions.
• Conduct moderate-to-complex analysis and provide insights for decisions.
• Partner with Accounting on goodwill, intercompany, and allocation processes.
• Drive alignment on internal allocations for Corporate functions and technology.
• Gather and align business updates to develop a cohesive enterprise view.
• Provide ad hoc financial analysis and organizational what-if analysis.

Skills

Financial modeling

Advanced Excel

PowerPoint

Analytical thinking

Communication

AI tools

Independent work

Education

Bachelor’s degree in Finance, Accounting, or related field

CPA or master’s degree is a plus

Tools

Excel

PowerPoint

AI tools

Financial modeling software

Job description

InvestCloud, a global wealth technology company, seeks a Senior Finance Manager, Corporate Finance in New York. You will own consolidated reporting, enterprise financial modeling, and scenario analysis to explain performance to management, the Board, owners, debtholders, and other stakeholders.

You will consolidate monthly, quarterly, and annual results, coordinate planning, develop presentations, maintain models, and support strategic decisions with what-if analyses.