Associate, Financial Planning & Analysis

This individual will join their corporate finance team and is ideal for someone with financial modeling expertise, and experience building decks and telling stories with numbers. In addition, this position will engage with the entire finance function within ICONIQ and will collaborate with various departments across the organization to assist senior management in determining strategic firm initiatives.

What You’ll Do:

• Expense Forecasting and Analysis:
  • Support firmwide expense forecasting, contributing to accurate, data-driven projections on a monthly and quarterly basis.
  • Assist in producing key financial reports, including: 
    • Monthly expense snapshots summarizing key cost metrics and trends.
    • Quarterly expense analysis packets providing deeper insights into spending and efficiency.
    • Department-level reports outlining headcount, vendor costs, and operational expenses.
    • Help track and analyze key cost drivers — such as vendor contracts, technology, and operational costs — to improve forecast accuracy and identify potential savings.
    • Update forecasts regularly based on actuals, business changes, and emerging cost patterns to support financial planning.
• Expense Decision Support:
  • Support annual expense planning, working with teams to gather, consolidate, and prepare budget inputs.
  • Assist with ad hoc expense analysis in response to leadership requests.
  • Contribute to decision-support projects, helping model cost scenarios and explore operational efficiencies.

Ideal Candidate Background:

• 5+ years of experience in FP&A, Consulting, or similar role.
• Advanced Excel (comfortable with cleaning and manipulating large data sets, pivot tables, lookups, multiple nested if statements, charts, graphs, and financial modeling) and PowerPoint skills
• Extensive experience with Microsoft PowerPoint (able to manipulate PowerPoint to work hand in hand with Excel).
• Experience with long-term planning models, coordinating across teams to align on short- and long-term assumptions, and allocating department costs.
• Experience with margin and variance analyses, and proactive in investigating the “why.”
• FP&A experience at a global investment company strongly preferred.

What We Offer:

• 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.

Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy. 

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. 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 $130,000 - 150,000 together with a discretionary bonus and a comprehensive benefits program. 

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.