Job Description

Job Description

Job Description

The Finance Manager plays a key role in driving financial performance and supporting strategic decision-making across the business. This role partners closely with C-Level executives and senior leaders on budgeting, forecasting, and investment optimization, while delivering insights that shape the company’s direction. The Finance Manager will also contribute to executive and board-level reporting and presentations.

What does a great Finance Manager do?

A great Finance Manager goes beyond reporting the numbers—bringing clarity, insight, and foresight to financial performance. This individual acts as a trusted partner to leadership, combining strong analytical skills with business acumen to influence outcomes and improve decision-making.

Key Responsibilities

• Consolidate and report monthly, quarterly, and annual financial performance, including variance analyses against budget and forecast, highlighting risks, opportunities, and operational metrics.
• Perform financial analyses on results and forecasts to provide actionable insights.
• Manage the consolidation of submissions for month/quarter-end results and forecast updates, preparing concise variance analysis for executive review.
• Develop, update, and maintain financial reports and operational review materials for executive leadership.
• Support decision-making with forward-looking insights, including scenario and sensitivity analyses.
• Partner with functional leaders to align on financial assumptions, evaluate trade-offs, and drive accountability for results.
• Deliver accurate financial results and analysis of key expenses during the budget, forecast, and close processes.
• Prepare C-level and Board presentations and support the coordination of the long-range plan, annual budget, and monthly forecast updates.
• Drive continuous improvement in FP&A processes, tools, and capabilities.
• Standardize and automate reporting and analysis where possible to enhance efficiency and scalability.

Preferred Skills, Experience & Education

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA or Master’s degree a plus).
• Minimum 5 years of professional experience in Corporate Finance or FP&A.
• Fintech or SaaS/software industry experience strongly preferred.
• Strong analytical, quantitative, and Excel skills; experience with NetSuite and Power BI is a plus.
• Excellent written and verbal communication skills, with the ability to present to senior leadership.
• Demonstrated ability to make sound, data-driven decisions and solve problems with judgment and experience.
• Self-starter with the ability to thrive in a fast-paced, dynamic environment.
• Proven experience managing cross-functional relationships and influencing stakeholders.

Travel Requirement: 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 + Integrity
• Excellence

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: $140,000 - $160,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.

Invest Cloud 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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