Strategic Finance
Associate / Assistant Vice President
Posted on 4/17/2023
New York, NY, USA
Experience Level
Desired Skills
Data Analysis
Financial analysis
  • 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; strong strategic and business decision making abilities
  • 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
  • Outstanding financial analysis skills and understanding of accounting principles and GAAP
  • Drive the definition, preparation, and reporting of iCapital Solutions KPIs and technology initiatives, including platform subscriptions, P&L, headcount, hiring plans, platform usage, etc
  • Collaborate with cross-functional teams such as Sales, Business Development, Product, Data, and Marketing to provide data-driven, strategic recommendations on topics such as pricing strategy and go-to-market analyses (e.g., market sizing; product prioritization; unit economics; customer LTV; cohort analyses; ROI of new geographies, channels, or product enhancements)
  • Act as a finance partner and analytical support for senior leadership in the evaluation and execution of strategic partnerships by providing financial modeling, ad-hoc data analyses, and contract reviews
  • Partner with iCapital Solutions FP&A and Business Operations team on the operating and forecast model, platform data infrastructure and reporting, management presentations, and annual budgeting processes
iCapital Network

501-1,000 employees

Company Overview
iCapital Network connects advisors and their high net worth investors to leading alternative investment managers.
  • COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan
  • Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Unlimited PTO
  • Parental Leave
Company Core Values
  • Integrity - Honesty and integrity are fundamental to everything we do.
  • Collaboration - Teamwork and collaboration are the foundation of our success.
  • Accountabiltiy - We demonstrate commitment, caring, and enthusiasm.
  • Partnership - The success of our clients and partners is our relentless focus.
  • Excellence - We Strive for flawless execution.