Job details

Analyst, Financial Planning & Analysis

ICONIQ Capital is seeking a Financial Planning & Analysis Analyst to support all businesses across the Firm by producing key financial reports, updating forecasts, creating budgets, and performing financial analyses.

Skills

Advanced Excel skills
Experience with margin and variance analyses
Knowledge of Intacct, Adaptive, Alteryx, Tableau
Financial modeling

Responsibilities

Produce key financial reports on a monthly- and quarterly-basis
Help update the firm’s forecast on a quarterly basis
Produce annual budget and create presentations for partners and senior management
Perform analyses and create exhibits in response to queries
Manage one-off projects aimed at improving infrastructure and processes
Liaise with other teams to obtain information for reports

Education

Bachelor’s degree in accounting, economics, finance, or similar field

Benefits

Comprehensive Medical, Dental and Vision Insurance
Life and disability insurance coverage
401(k) program
Commuter Benefits program
Stipends for wellness and hybrid working arrangements
Tuition reimbursement for certifications
Smart-casual dress code

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Iconiq Capital Glassdoor Company Review

3.9

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CEO of Iconiq Capital

Divesh Makan

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By Iconiq Capital

ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our cl...

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FUNDING

Series B

DEPARTMENTS

Finance

SENIORITY LEVEL REQUIREMENT

Mid-Level

TEAM SIZE

No info

LOCATION