Senior Financial Operations Analyst

The Senior Financial Operations (FinOps) Analyst will analyze our infrastructure and cloud usage, create dashboards to track cloud expenses and forecasts, partner closely with our Tech Operations team on forecasting our infrastructure expenses, and aid in the decision-making optimization of our infrastructure.

As a Senior Financial Operations Analyst, you can look forward to:

•  Analyzing cloud and infrastructure usage patterns and identify cost-saving opportunities without compromising service quality
•  Collaborating with the Finance and Tech Ops team to drive cost optimization initiatives and implementing best practices for infrastructure & cloud cost management
•  Monitoring infrastructure spend and providing detailed reporting and insights to key stakeholders
•  Creating and maintaining reports and dashboards to track infrastructure expenses, budget forecasting, and savings.
•  Developing and presenting data-driven recommendations to support budget planning and resource allocation. 

Preferred Skills, Experience, and Education:

•  Bachelor’s degree in finance, accounting, economics or equivalent field; CPA or Master’s degree a plus
•  Minimum of three years of professional experience in FP&A, a plus if in a FinOps capacity
•  Experience with cloud cost management platforms and FinOps tools
•  Strong understanding of infrastructure services and major cloud providers (AWS, Azure, Google Cloud)
•  Experience in financial analysis, budgeting, forecasting, and reporting
•  Experience implementing and maintaining FinOps practices and methodologies
•  Must be proactive, resourceful, and demonstrate intellectual curiosity
•  Must be excited to work in a fast-paced, challenging and changing environment
•  Strong written and oral communication skills
•  Strong analytical, quantitative, and Excel skills

•  Ability to communicate effectively, verbally and in writing, with senior leaders and other business partners

Travel required: 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 a 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:  $90,000 - $120,000

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.  

#LI-HJ1