---
title: 'SEC Reporting - Vice President at iCapital'
canonical: 'https://feeny.ai/job/sec-reporting-vice-president-icapital-greenwich-637h2gh4qw98'
type: 'job'
last_seen: '2026-11-01'
---

# SEC Reporting - Vice President at iCapital

- **Company:** iCapital
- **Location:** Greenwich, CT
- **Posted:** 2026-10-27
- **Last confirmed live:** 2026-11-01
- **Apply:** https://job-boards.greenhouse.io/icapitalnetwork/jobs/8920161002

## Job description

## About the Role

iCapital is looking to hire a Vice President to join the Corporate Reporting team within Corporate Finance. Reporting to the Senior Vice President, SEC Reporting, this individual will be a key leader across building out the firm’s SOX controls readiness program as well as focus on iCapital's technical accounting programs. This role combines hands-on experience with business process controls and IT general controls (ITGCs), public-company reporting and governance requirements, and complex U.S. GAAP technical accounting matters. This individual will partner closely with other members of the Corporate Finance, Corporate Development, Technology, Legal and Compliance, Human Resources and Benefits teams. This role also works with outsourced advisors for technical accounting and tax, external auditors, and other business leaders to build scalable, audit-ready processes and help prepare the organization to operate like a public company.

## Responsibilities

- Lead key workstreams within the firm-wide SOX program, including risk assessment, scoping, control design, documentation, testing coordination, deficiency evaluation, remediation, and executive reporting.
- Provide subject matter expertise across both business process controls and ITGCs, including the evaluation of control dependencies, automated controls, system-generated reports, and key interfaces.
- Help design and execute the organization’s path to SOX compliance, including readiness planning, external auditor coordination, evidence standards, testing strategy, and sustainable program governance.
- Partner with process and control owners to develop and maintain process narratives, flowcharts, risk and control matrices, and other control documentation.
- Identify control gaps and process improvement opportunities, develop practical remediation plans, and drive issues through timely and sustainable resolution.
- Provide periodic reporting to senior management, including the CAO and CFO, on SOX readiness, testing results, remediation status, emerging risks, and key decisions.
- Lead and support initiatives across accounting, financial reporting, internal controls, governance, and SEC reporting capabilities.
- Prepare and review technical accounting memoranda for complex and judgmental matters, including business combinations, asset acquisitions, revenue recognition, stock-based compensation, consolidation, capital raising activity and other transactions.
- Research and assess new accounting standards and SEC developments, determine their impact, and coordinate implementation across relevant stakeholders.
- Develop and maintain accounting policies that translate U.S. GAAP and SEC requirements into clear, scalable operating practices.
- Support financial statement preparation and review, including U.S. GAAP and SEC disclosure requirements, as needed.
- Mentor team members and strengthen technical accounting, controls, project management, and executive communication capabilities across the organization.

## Qualifications

- 8+ years of progressive public accounting, internal controls, financial reporting, or technical accounting experience
- Public accounting experience is required
- CPA license is required
- Demonstrated experience testing or evaluating internal controls at a public company, including both business process controls and ITGCs
- Experience helping a company prepare for or complete its first year of Section 404(b) auditor attestation is strongly preferred
- Strong knowledge of U.S. GAAP, SEC reporting requirements, PCAOB standards, and public-company internal control expectations
- Able to research complex accounting matters, develop well-supported conclusions, and prepare clear technical accounting memoranda
- Financial services, fintech, asset management, wealth management, or alternative investments experience is preferred
- Proven ability to lead cross-functional programs, influence senior stakeholders, prioritize competing demands, and drive workstreams to completion
- Excellent written and verbal communication skills, with the ability to translate technical matters into concise, decision-oriented recommendations
- Highly organized and detail-oriented and able to connect detailed execution to broader business objectives

## Benefits

The base salary range for this role is $150,000 to $175,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit [https://www.icapitalnetwork.com/about-us](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us&data=05%7C02%7Cliam.walsh%40icapital.com%7C6c018f1c77ae43fa39fc08df3135104b%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639283776104459697%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=OwPFgdAJj8k7aT2bnbf7y7JohymP%2BN5EnQgQtmxXQN4%3D&reserved=0)   X: @icapitalnetwork | LinkedIn: [https://www.linkedin.com/company/icapital-network-inc](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ficapital-network-inc&data=05%7C02%7Cliam.walsh%40icapital.com%7C6c018f1c77ae43fa39fc08df3135104b%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639283776104476180%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=nf1x4gEzOpU6s0%2FynH4BBL8cBvjewxhr2VIuanTYm1A%3D&reserved=0) | Awards Disclaimer: [https://www.icapitalnetwork.com/about-us/recognition/](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us%2Frecognition%2F&data=05%7C02%7Cliam.walsh%40icapital.com%7C6c018f1c77ae43fa39fc08df3135104b%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639283776104486269%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=chXkTuhh7kwa1KfTc3yLQ0y1BJlYxeyD7PY31y47Hzo%3D&reserved=0)

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

## About iCapital

## Company Overview
- **One-liner**: iCapital is the leading global financial technology platform that transforms how financial advisors, asset managers, and wealth managers access and manage alternative investments.
- **Entity Type**: Private (late-stage)
- **Headquarters**: New York City, New York, USA
- **Founded**: 2013
- **Founders**: Lawrence Calcano (Chairman & CEO) and others

## Core Business
- Primary industry/industries: Fintech, Wealth Management, Alternative Investments
- Target customers: B2B – financial advisors, wealth managers, asset managers, and private banks
- Mission or purpose statement: "Transform the World’s Investment Industry for Better Outcomes" by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.

## Products & Services
- **iCapital Marketplace**: A digital platform connecting wealth advisors and their high-net-worth clients to a curated selection of alternative investment funds (private equity, private credit, real estate, hedge funds).
- **Enterprise Solutions**: White-label technology and operational infrastructure for large financial institutions to offer alternatives to their clients under their own brand.
- **Data Intelligence**: AI-driven data management, reporting, and analytics tools (including capabilities from acquired firms Mirador and AltExchange) that provide portfolio transparency and performance insights.
- **Annuities Platform**: A technology solution for distributing and managing fixed and structured annuities.
- **Alternatives Distribution**: Services that help fund managers and issuers reach new sources of capital through the iCapital network.

## Market Standing
- **Valuation**: Over $7.5 billion (as of the company’s most recent capital raise, according to icapital.com/about-us/)
- **Key Metric**: $61.1 billion in active global assets on platform (as of May 31, 2026); over 1,200 fund manager/issuer relationships; 135,000+ financial professional users
- **Notable Investors/Partners**: BlackRock (strategic investment), Ping An, Goldman Sachs, AMG, Hamilton Lane, WestCap, Citi Wealth (acquired its alternative investments feeder platform)
- **Growth Signals**: Completed over $820 million in total capital raised; acquired multiple companies including Mirador (data management), AltExchange (AI-driven tech), and Parallel Markets (digital identity/compliance); recognized by Euromoney as "World’s Best Technology Provider for Wealth Management," named to CNBC’s World Top 250 Fintech Companies, and Forbes Fintech 50

## Competitive Advantages
- **Network Effects**: The largest open-architecture platform for alternatives, connecting thousands of advisors, hundreds of fund managers, and large financial institutions.
- **Scale & Trust**: With over $61B in assets and partnerships with the world’s largest banks and asset managers, iCapital has a deeply entrenched position.
- **End-to-End Technology**: A fully integrated suite covering deal sourcing, onboarding, compliance, reporting, and analytics — reducing operational friction for all parties.
- **Global Reach**: 16 offices worldwide (New York, Zurich, London, Hong Kong, Singapore, Tokyo, Toronto, Lisbon, Sydney, Abu Dhabi, and more), providing a truly international footprint.

## Strategic Focus
- **Global Expansion**: Deepening presence in Europe, Asia-Pacific, and the Middle East.
- **Platform Expansion**: Moving beyond traditional alternatives into structured investments and annuities.
- **AI & Data Leadership**: Leveraging acquisitions like AltExchange to embed AI-driven analytics and automation across the platform.
- **Institutional Partnerships**: White-labeling the platform for large banks and wealth managers to scale alternatives distribution.

## Why Work Here
- **Culture**: iCapital emphasizes open communication, transparency, integrity, collaboration, and excellence. The company has been recognized as a "Best Workplace" by Great Place to Work in Portugal and a "Best Startup Employer" by Forbes.
- **Growth & Development**: The company views learning and development as a critical investment, with career growth initiatives at every level — from recent graduates to senior managers. The company has grown from its 100th employee milestone to hundreds of employees globally, offering significant upward mobility.
- **Global & Collaborative Environment**: With 16 offices worldwide and an industry-leading R&D center in Lisbon, employees work on truly global teams. The company hosts monthly social events and volunteer opportunities.
- **Benefits**: Generous unlimited paid-time off (PTO), employer-matched retirement plan, 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, and subsidized health care. Benefits vary by country.
- **Office Policy**: Hybrid/office-based presence across global hubs. Offices are described as having fully-stocked kitchens and a collaborative atmosphere.

## Sources
1. [icapital.com](https://icapital.com/)
2. [icapital.com/about-us/](https://icapital.com/about-us/)
3. [icapital.com/careers/](https://icapital.com/careers/)
4. [job-boards.greenhouse.io/icapitalnetwork](https://job-boards.greenhouse.io/icapitalnetwork)
5. [linkedin.com/company/icapital-network-inc](https://www.linkedin.com/company/icapital-network-inc)

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