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Finance Analysis Supervisor

2 months ago


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

The Senior Finance Operations Manager will engage in intricate financial evaluations, oversee financial reporting systems, 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 variances against forecasts and budgets, as well as identifying opportunities and risks.


• Conduct moderate to advanced financial analyses on performance and projections.


• Revise, create, and sustain financial reports and operational review documents for the executive management team to facilitate strategic decision-making.


• Partner with essential business leaders to formulate and manage the annual budget while providing variance analysis.


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


• Collaborate with key functional leaders to ensure alignment and accountability for relevant financial assumptions and plans, leading to improved performance.


• Provide precise financial results, including thorough analysis of key expenditures during budgeting, forecasting, and closing processes.


• Identify and implement enhancements to the financial planning and analysis capabilities and processes of the business unit.


• Develop standardized methodologies and pinpoint opportunities for automation 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) industry is preferred.


• Proven ability to construct and maintain complex financial models.


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


• Comfortable working in a dynamic and fast-paced environment.


• Excellent written and verbal communication skills.


• Strong analytical, quantitative, and Excel capabilities.


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


• Familiarity with NetSuite and Anaplan is a significant advantage.

Travel Requirements: 0-10%

About InvestCloud, Inc.

InvestCloud, headquartered in Los Angeles, offers premier financial digital solutions that are pre-integrated into the cloud. By equipping investors and managers with a unified version of the integrated truth through its innovative digital platform, InvestCloud delivers elegantly designed client experiences and intuitive operational solutions utilizing a continuously expanding library of digital modular applications.

The actual salary will vary based on the applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant's geographic location.

Salary Range: $120,000-$140,000

InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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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