Corporate Finance, Strategic Finance - Assistant Vice President

About the Role

iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will play a key part in building and scaling the firm’s expense financial operating model, partnering with senior leaders to drive greater transparency, discipline, and insight across products, regions, and business units. Sitting at the intersection of Strategic Finance and FP&A, the role focuses on advancing profit center, cost center, and product P&L frameworks that improve decision making and capital allocation

The ideal candidate brings structure to complex, evolving environments and can balance strategic design with hands on execution. This is a visible, high impact role for someone motivated by building scalable systems that strengthen financial accountability and support long term growth

Responsibilities

• Lead the design and implementation of the firm’s Target Operating model, including cost centers, product views, and expense frameworks, to create a single source of truth for enterprise profitability and cost management.
• Own the end‑to‑end cost center hierarchy strategy, ensuring alignment with how management views and runs the organization across domestic, international, and corporate segments.
• Partner closely with senior business leaders, Finance Business Partners, and corporate functions to define service catalogs, service level agreements, and chargeback methodologies for shared services.
• Drive the transition from fragmented reporting to scalable, rule‑based expense attribution, improving visibility into direct versus indirect costs, fully loaded P&Ls, and margin by product, region, and profit center.
• Establish disciplined expense governance frameworks, including approval workflows, allocation rules, reclassification policies, and periodic recertification of cost center, P&L, and FP&A ownership.
• Lead cross‑functional discovery efforts to document current‑state workflows, identify evaluation gaps, capacity constraints, and process friction, and translate findings into executable requirements.
• Oversee activity tagging and cost attribution initiatives, including headcount, contingent labor, SaaS, Passthrough vendors, capitalized expenses, and corporate‑funded strategic initiatives.
• Partner with the Technology, People, and Accounting teams to drive system enablement across Coupa, Dayforce, NetSuite, and reporting platforms, ensuring required dimensions (cost center, product, region, position ID) are embedded at the source.
• Advance the organization toward automated, scalable analytics, enabling self‑service dashboards for executives, Finance, and Business leaders with consistent methodologies across periods.
• Support enterprise planning by improving forecast accuracy, scenario analysis, and capital allocation decisions through standardized data and forward‑looking insights.
• Distinguish and track run‑the‑business vs. growth and transformation spend, with clear KPIs, investment thresholds, and milestone‑based governance.
• Act as a strategic thought partner to executive leadership, providing insights on organizational efficiency, pricing strategy, operating leverage, and profitability drivers.

Qualifications

• 6-10 years of experience in strategic finance, FP&A, corporate finance, or management consulting, with demonstrated exposure to enterprise-scale operating models
• Bachelor’s degree in finance, accounting, economics, or a related field; MBA, CPA, CFA, or similar advanced credentials are preferred
• Proven experience designing or operating profit center, cost center, or product P&L frameworks in a multi‑product, multi‑region organization
• Strong understanding of expense attribution, cost allocation methodologies, and chargeback models, including direct vs. indirect cost treatment
• Demonstrated ability to partner with senior leaders and executives, influencing decision‑making across the Finance, Technology, People, Legal, and Business teams
• Experience leading or supporting large‑scale financial transformations, including governance, change management, and process redesign
• Familiar with private market investments such as private equity, hedge funds, or structured investments are preferred
• Hands‑on experience with financial systems and data flows, such as NetSuite (or similar ERP), Coupa, Dayforce, Adaptive, or comparable p