Responsibilities
- Drive the definition, preparation, and reporting of Firmwide KPIs and continuously improve reporting frameworks to drive better decisions with data-informed insights.
- Execute strategic initiatives and drive programs to improve operating processes and reduce inefficiencies.
- Conduct research, analysis, and business modeling to help leaders across Sales, Business Development, Product, and Marketing make financially sound and strategically aligned decisions.
- Partner with Data Analytics, Product, and Engineering teams to develop and deliver key business intelligence and analytics.
- Collaborate with the FP&A team on platform data infrastructure and reporting, management presentations, and annual budgeting processes.
Qualifications
- 3-8 years of investment banking, management consulting, private equity, high-growth tech strategic finance, or corporate finance management development program
- Data-driven thinker who can translate complex problems into models that can be built and then iterated with stakeholders;
Able to make strong strategic and business decisions
- Organized and detail-oriented process manager who can prioritize and communicate clearly with senior leadership
- Highly collaborative relationship builder who can build rapport with colleagues at all levels and functions of the organization
- Excellent Excel skills with extensive experience developing financial models and analyzing raw data to drive quantitative analyses
Benefits
The base salary range for this role is $90,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days.
Every department has different needs, and some positions will be designated in-office jobs, based on their function.
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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