Senior Finance Manager

The Finance Senior Manager will perform non-complex and complex financial analyses, 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 Senior 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
•  Manage the consolidation of submissions for month/quarter-end results and forecast updates in a timely manner and prepare a brief written variance analysis for executive review
•  Update, develop and maintain financial reports and operational review materials to be used by the executive management team for making strategic decisions
•  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
•  Create C-level presentations and assist with the coordination of the long-range plan, annual budget, and monthly full-year forecast updates
•  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 seven years of professional experience in a Corporate Finance/FP&A capacity
•  Fintech/Software (SaaS) industry related experience
•  Strong written and oral communication skills
•  Strong analytical, quantitative, and Excel skills
•  Ability to make decisions based on precedent and solve problems using sound judgment, experience and data gathered through research
•  Demonstrated self-starter with the ability to work in a fast-paced, challenging and changing environment
•  Ability to communicate effectively, verbally and in writing, with senior leaders and other business partners
•  Experience with Netsuite and Power BI a strong plus

Travel required: 0-10%

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.

Our Values

•  Client Connected
•  Human Centered
•  Technology Forward
•  Respect + Integrit