The Lead/Associate Finance Manager will perform complex financial analysis, manage financial reporting processes, liaise with C-Level executives on budgeting and forecasting, aid decision support & investment optimization, and assist in the creation of Executive and Board level presentations.
As a Associate Finance Manager, you can look forward to:
Consolidate and report monthly, quarterly & annual financial performance including monthly variances against forecast & budget, opportunities & risks and operational metrics
Perform moderate to complex financial analysis on results and forecasts
Update, develop and maintain financial reports and operational review materials to be used by the executive management team for making strategic decisions
Collaborate with key business leaders to develop and manage towards the annual budget and provide variance analyses
Support decision-making processes, by providing forward-looking analysis and insights including “what if” scenario analyses
Partner with key functional leaders to drive alignment and accountability for relevant financial assumptions, plans, trade-off decisions, ultimately resulting in performance.
Deliver accurate financial results, including comprehensive analysis of key expenses during the budget, forecast and close processes
Identify and drive enhancements to business unit FP&A capabilities and processes
Develop standardized approaches and identify opportunities to automate leveraging tools that allow for increased, efficient planning and analysis capabilities.
Preferred Skills, Experience, and Education:
Bachelor’s degree in finance, accounting, economics or equivalent field; CPA or Master’s degree a plus
Minimum of two years of professional experience in a Corporate Finance/FP&A capacity
Fintech/Software (SaaS) industry related experience
Experience building and maintaining complex financial models
Must be proactive, resourceful, and demonstrate intellectual curiosity
Must be excited to work in a fast-paced, challenging and changing environment
Strong written and oral communication skills
Strong analytical, quantitative, and Excel skills
Ability to communicate effectively, verbally and in writing, with senior leaders and other business partners
Experience with NetSuite and Anaplan a strong plus
Travel required: 0-10%
About InvestCloud
Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.
The actual salary will vary based on 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.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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