What are the responsibilities and job description for the Senior Analyst, Financial Planning and Analysis position at ICONIQ Capital?
Our FP&A team is looking for a qualified Senior Analyst to join the team. Reporting to the Senior Associate, the position will focus on identifying and analyzing challenges to our financial systems and implementing solutions within our technology stack.
What You'll Do:
Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $105,000 - $120,000 together with the benefits listed above.
About 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 clients' lives and legacies, and create uncommon opportunities across sectors and society.
When you submit a job application as a prospective employee ("your" or "your") of ICONIQ Capital LLC ("ICONIQ," "we," "us," or "our"), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.
What You'll Do:
- Work with the team to develop reports, dashboards, quantitative analysis, models & insights to support informed decision making across different verticals of the firm.
- Maintain a deep understanding of where source data lives within ICONIQ's infrastructure, ICONIQ's structure, and how it is integrated with Adaptive Insights.
- Adaptive related projects, including but not limited to:
- Manage and maintain current environment including but not limited to version control, integrations, data management, modeling and calculations.
- Work with various teams across the firm to ensure the quality of data, models, and reports is accurate and delivered on-time to meet key deliverables.
- Optimize the use of Adaptive and its OfficeConnect capability across team deliverables.
- Collaborate with FP&A team and other stakeholders to continue the transition of budget processes from off-line excel spreadsheets into Adaptive (Revenue modeling, Expense modeling, etc.).
- Provide guidance and train users in using the system according to best practices.
- Work with Finance partners to document procedures, reports, and operations.
- Provide ongoing support for admin tasks like data integrations and refreshes, upgrades and deployments.
- Bachelor's degree in Accounting, Finance, MIS, IT or related field.
- 3 years of experience administrating and supporting business systems.
- Workday Adaptive planning implementation or administration strongly desired.
- Excel-Advanced (comfortable with manipulating large data sets, pivot tables, lookups, index formulas, macros).
- Desire to help build out the FP&A function in a fast growing and dynamic organization.
- Proficient in writing SQL Queries and experience with Intacct, Snowflake and Tableau is a plus.
- Comprehensive Medical, Dental and Vision Insurance.
- Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
- A matching 401(k) program.
- Commuter Benefits program.
- Stipends to support wellness and hybrid working arrangements.
- We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
- Smart-casual dress code.
Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $105,000 - $120,000 together with the benefits listed above.
About 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 clients' lives and legacies, and create uncommon opportunities across sectors and society.
When you submit a job application as a prospective employee ("your" or "your") of ICONIQ Capital LLC ("ICONIQ," "we," "us," or "our"), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.
Salary : $105,000 - $120,000
