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iCapital Network Logo iCapital Network · Finance

Financial Planning and Analysis Associate

United States, New York 80000.00 - 110000.00 USD / Year · Job Posted February 18, 2026
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Job Description

iCapital is looking to hire a Financial Planning and Analysis (FP&A) Associate 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 and board reporting duties (including support during the financial close), financial modelling, along with partnership across key business and department leads to enhance decision making.

Job Responsibility

  • Support the budgeting and forecasting of the firm’s consolidated key financial performance indicators
  • Assist in preparation of the company’s annual budget process across key financial performance indicators
  • Develop key financial and performance metrics dashboards with detailed analytics for the Management Committee, Board of Directors, and Business Leads
  • Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance
  • Partner with line of business FP&A teams and sales to develop monthly analysis and insights into variances between budget vs. actual results, client analytics and forecasts
  • Perform sales analytics to support the business development and growth of the firm globally
  • Support the end-to-end preparation of monthly management and quarterly board reporting packages
  • Identify and remediate process gaps and implement effective internal controls
  • improve documentation of internal control processes
  • Assist in completing special projects as needed, such as implementation of new software, platform reporting automation, and financial planning and analysis tools

Requirements

  • 2-4 years of FP&A, corporate finance, management consulting or accounting experience within the financial services industry and/or FP&A experience with a top-tier firm
  • Advanced degree and/or credentials desired, such as MBA, CPA, CFA
  • Advanced skills in Excel and PowerPoint
  • Strong organizational, planning, quantitative modeling, and problem-solving skills
  • strategic and creative thinking
  • Able to manage large sets of data and implement checks and balances
  • Excellent verbal and written communication skills
  • Detailed oriented with big picture capability

Nice to have

  • Familiarity with Private Market Investments such as Private Equity, Hedge Funds, Structured Investments
  • Preference for candidates with experience in planning and ERP tools such as Workday Adaptive Planning, Anaplan, Tableau, etc. Oracle NetSuite and/or General Ledger systems such as SAP, PeopleSoft, Axiom

What we offer

  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)
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