Senior Financial Analyst
Corient•Miami, FL
•Hybrid
About The Position
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Requirements
- Bachelor’s degree in Finance, Accounting, or related field (Master’s or MBA preferred).
- Minimum of 5 years’ experience in financial modeling and planning
- Proficiency in Microsoft Office, especially Excel.
- Strong integrity and ability to maintain confidentiality.
- Excellent team player with strong communication skills.
- Detail-oriented with excellent analytical and organizational abilities.
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States.
- For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
- Corient will require proof of work authorization.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
Nice To Haves
- Master’s or MBA preferred.
Responsibilities
- Create advanced reports and dashboards, providing actionable recommendations to management
- Collaborate with cross-functional teams to align financial plans with business objectives, work on data cleanse, systems integrations and project management
- Align financial plans with organizational strategies and goals
- Evaluate risks and opportunities based on financial analysis, ensure seamless integration of acquired entities into budgets, forecasts, and reporting processes
Benefits
- 401(k) Plan with Employer Matching
- Four Medical Plan options that is generously subsidized by Corient
- Employer paid Dental, Vision & Life and AD&D Insurance
- Employer paid Short-term & Long-term Disability
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Dependent Care FSA
- Commuter & Transit FSA
- Corporate Discount Program - Perkspot
- Training Reimbursement
- Paid Professional Designations
- Giving back to the community - Volunteer days
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What This Job Offers
Job Type
Full-time
Career Level
Senior
