intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $900 billion advised across our platforms.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.

Your Role

The Head of Finance – intelliflo (SaaS) will lead all finance aspects of the business, including managing all accounting, reporting and financial analysis activities in partnership with the intelliflo leadership team.

You will be responsible for:

  • Oversight and accuracy of the financial documents of the intelliflo business
  • Supporting month-end close including journal entries, account reconciliations, financial statements, and reports
  • Leading financial statement audits, including audit schedule preparation and responding to audit inquiries
  • Assisting with other activities such as regulatory requests and other tax/audit matters
  • Driving operational efficiencies through deep knowledge of processes and financial systems supporting Intelliflo
  • Analyzing financial and operational results and relevant trends to help inform business strategy
  • Crafting, interpreting, and delivering management reporting in the form of presentations, performance dashboards, and other visual tools for Intelliflo and Invesco executives
  • Crafting and maintaining financial projection models to forecast short-term and long-term business results
  • Assisting with corporate transactions including M&A
  • Serving as liaison for Intelliflo in corresponding with Invesco FCS team
  • Developing Intelliflo finance team to achieve key responsibilities
  • Utilizing existing FCS global operating model to maximize efficiencies

The experience you bring:

  • Minimum of 10+ years of broad senior-level Finance experience
  • Deep SaaS expertise
  • Leadership experience over large distributed teams
  • High level proficiency in Microsoft Office with a focus on Excel and PowerPoint
  • Experience with Oracle, NetSuite and Hyperion systems preferred
  • Strong written and verbal communication skills and ability to engage a broad range of audiences
  • Ability to build positive relationships with senior management and other key partners
  • Ability to quickly grasp and solve sophisticated problems
  • Ability to take care of and lead change in a fluid environment
  • Prioritize multiple competing projects and initiatives and focus resources in line with such priorities
  • Effective interpersonal skills vital to effectively manage and influence behaviors both within the team and organization-wide
  • MBA preferred
  • CPA required

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

  • Flexible time off and opportunities for a flexible work schedule
  • 401(K) matching of 100% up to the first 6% with additional supplemental contribution
  • Health & wellbeing benefits
  • Parental Leave benefits
  • Employee stock purchase plan

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.


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Head of Finance - intelliflo (SaaS)