ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
About the role
ICONIQ is seeking an Analyst to join our Corporate Finance team, with a focus on the systems, data, and analytical infrastructure that support our financial planning and analysis capabilities. This is an opportunity for someone who combines strong financial and analytical skills with technical curiosity and an interest in building scalable processes and tools.
What they're looking for
- 2+ years of relevant experience in financial planning and analysis, financial systems, business intelligence, data analytics, finance transformation, or a similarly analytical role
- Strong structured problem-solving skills and the ability to investigate underlying business drivers and translate findings into actionable insights
- Strong Structured Query Language skills and experience working with large, complex data sets
- Advanced Excel skills, including data manipulation, pivot tables, formulas, charts, and financial modeling
- Experience with financial planning, reporting, or business intelligence systems, experience with Pigment, Adaptive Planning, Snowflake, Hex, or similar tools is a plus
- Ability to understand how systems, data, and financial processes connect, coupled with the technical curiosity to quickly learn new platforms and concepts
More about this role
ICONIQ is seeking an Analyst to join our Corporate Finance team, with a focus on the systems, data, and analytical infrastructure that support our financial planning and analysis capabilities. This is an opportunity for someone who combines strong financial and analytical skills with technical curiosity and an interest in building scalable processes and tools. As a member of a small, highly visible team, you’ll help support and expand our enterprise planning platform and related data infrastructure, enabling forecasting, budgeting, management reporting, and strategic analysis. Following our recent migration to Pigment, the team is continuing to modernize how ICONIQ plans, reports, and measures performance.
- Support and enhance our enterprise planning platform, including model development, calculations, integrations, data management, user access, and new planning and reporting use cases.
- Build financial reporting, dashboards, models, and analyses that give senior stakeholders greater visibility into resourcing, profitability, cost drivers, and other key business metrics.
- Help manage firmwide time tracking and allocations, maintaining data flows and calculation logic and...
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