icapitalnetwork

Corporate Finance, Strategic Finance - Analyst / Associate

Apply Now

At a Glance

Location
United States
Experience
6+ years
Compensation
salary range for this role is $95,000 to $140,000.  iCapital offers a compensat
Posted
2026-01-22T17:36:09-05:00

Key Requirements

Required Skills

ERPExcelOraclePowerPointTableau

Certifications

  • CFA
  • CPA

Domain Knowledge

  • Accounting
  • Finance

Benefits & Perks

Health Insurance

yees also receive a comprehensive benefits package that includes an employer match

Requirements

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

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) is preferred

Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics

Able to manage large sets of data and be able to implement checks and balances

Detailed oriented with big picture capability

Compensation & Benefits

The base salary range for this role is $95,000 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit

https://www.icapitalnetwork.com/about-us

Twitter: @icapitalnetwork | LinkedIn:

https://www.linkedin.com/company/icapital-network-inc

Responsibilities

iCapital 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, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making.

This individual will report into the iCapital Solutions Business Controller, Senior Vice President.

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.