iCapital · 8 hours ago
Corporate Finance, Strategic Finance - Associate / Assistant Vice President
New York, NY
Full-time
Hybrid
Mid Level
$95K/yr - $140K/yr
2+ years expiCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, and analysis of key financial and performance indicators.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Support the budgeting and forecasting of the company’s key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses
Assist in the preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail
Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads
Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts
Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance
Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results
Perform sales analytics to support the business development and growth of the company’s iCapital Solutions department
Support the 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 ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools
Qualification
Required
2-6+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
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 be able to implement checks and balances
Excellent verbal and written communication skills
Detailed oriented with big picture capability
Preferred
Familiar with private market investments such as private equity, hedge funds, and/or structured investments
Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom)
Advanced degree and/or credentials desired, such as MBA, CPA, CFA
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder & Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase