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Trenton

    Finance Manager - Trenton, United States - InvestCloud

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    Description
    What does a great Finance Manager do?


    The Finance Manager will perform non-complex and complex financial analyses, liaise with executives on budgeting and forecasting, aid decision support & investment optimization, and assist in the creation of Executive and Board level presentations.

    As a 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
    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 executive 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 five 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 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:
    $110,000 - $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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