Finance Strategy Lead

2 weeks ago


New York, New York, United States InvestCloud, Inc. Full time
Position Overview

The Senior Finance Operations Manager will engage in sophisticated financial assessments, oversee financial reporting functions, collaborate with executive leadership on budgeting and forecasting, support decision-making processes, and contribute to the development of presentations for Executive and Board meetings.

Key Responsibilities:


• Aggregate and present monthly, quarterly, and annual financial outcomes, including analysis of variances against forecasts and budgets, as well as identification of opportunities and risks.


• Conduct detailed financial analysis on actual results and future forecasts.


• Create, enhance, and maintain financial reporting and operational review documents for the executive management team to facilitate strategic decision-making.


• Partner with key business stakeholders to formulate and manage the annual budget, providing comprehensive variance analysis.


• Aid in decision-making by delivering forward-looking analyses and insights, including scenario planning.


• Collaborate with functional leaders to ensure alignment and accountability regarding financial assumptions, plans, and trade-off decisions, ultimately driving performance outcomes.


• Ensure accurate financial reporting, including thorough analysis of key expenditures during budgeting, forecasting, and closing phases.


• Identify and implement improvements to the financial planning and analysis capabilities and processes within the business unit.


• Develop standardized methodologies and pinpoint opportunities for automation, utilizing tools that enhance planning and analytical capabilities.

Qualifications:


• Bachelor’s degree in finance, accounting, economics, or a related field; CPA or Master’s degree is advantageous.


• At least two years of professional experience in a Corporate Finance or Financial Planning & Analysis role.


• Experience in the Fintech or Software (SaaS) sector is preferred.


• Proven ability to construct and maintain intricate financial models.


• Must exhibit proactivity, resourcefulness, and a strong desire to learn.


• Thrives in a dynamic, fast-paced environment.


• Excellent written and verbal communication skills.


• Strong analytical, quantitative, and Excel proficiency.


• Ability to effectively communicate with senior leadership and other business partners.


• Familiarity with NetSuite and Anaplan is a significant advantage.

Travel Requirements: 0-10%

About InvestCloud, Inc.

InvestCloud, Inc. is a leading provider of innovative financial digital solutions, with a global footprint. Our platform empowers investors and managers by offering a unified version of the integrated truth through our unique digital framework. We create exceptional client experiences and intuitive operational solutions through a continually expanding library of modular digital applications. This results in powerful products tailored to meet the specific needs of individual investors and institutions.

Compensation: The actual salary will be determined based on the applicant's education, experience, skills, and abilities, as well as internal equity and market alignment. Geographic location may also influence salary adjustments.

InvestCloud is committed to equal opportunity employment, ensuring that all qualified applicants receive consideration without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.



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