Corporate Finance (Revenue Operations - Associate)

Join iCapital, a leading financial services firm, as an Associate in the Revenue Control team within the Corporate Finance organization. In this role, you will be responsible for various financial activities, including month-end close duties, revenue calculations, accounts receivable, treasury management, and financial reporting. You will collaborate with key stakeholders, review legal agreements, support the full revenue cycle, and drive efficiency and automation in our processes. The ideal candidate will have 2-5 years of corporate accounting or public accounting experience within the financial services industry, strong financial analysis skills, and proficiency in Microsoft Office Suite.

• Ownership of month-end close duties, revenue calculations, and financial reporting.
• Collaboration with client relationship managers and finance leadership to ensure accuracy in revenue estimates.
• Support for the full revenue cycle, including order processing, invoicing, payment collection, and revenue recognition.

• Outstanding financial analysis skills and knowledge of accounting principles and US GAAP reporting
• Familiar with alternative investments or structured investments is preferred
• Knowledge of booking journal entries and preparation of financial statements
• Degree in Accounting is preferred but not required
• 2-5 years of corporate accounting or public accounting experience within the financial services industry
• CPA license is preferred but not required
• Excellent verbal and written communication skills
• Familiar with Oracle NetSuite or other general ledger systems (i.e. Quickbooks) is preferred
• Data-driven thinker who can manage large data sets for efficient analyses
• Able to coordinate across teams and departments to complete projects
• Experience with revenue, treasury management, accounts receivable and payable, and cash reconciliations
• Proficient with Microsoft Office Suite (Excel, PowerPoint, Outlook)
• Strong ability to apply critical thinking skills to analyze complex issues and propose effective solutions, while consistently maintaining a meticulous attention to detail
• Organized and detail-oriented process manager who can prioritize and communicate clearly with senior leadership