Analyst, Finance Strategic Initiatives

About the role

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.

Key Responsibilities

• Data Analysis & Strategic Projects
• Conduct quantitative and qualitative analyses to inform decision-making, including financial modeling, variance and scenario analysis, and business case development
• Support high-priority strategic initiatives across Finance, M&A, and Integration by structuring problems into clear frameworks and developing actionable recommendations
• Create executive-level materials, including presentations, summaries, and briefing documents
• Create visualizations, reports, and dashboards to effectively communicate insights and partner with senior team to present them
• Organize and maintain key materials and documentation for internal stakeholders in a structured and clear way
• Integration & Cross-Functional Collaboration
• Partner with cross-functional stakeholders (FP&A, Accounting, HR, Operations, Technology, Solutions) to support integration execution
• Aid in identifying value creation opportunities and tracking synergies, including cost efficiencies and operating model improvements
• Support Finance integration activities across geographies, including monitoring milestones, risks, and dependencies and highlighting key issues
• Operating Model Improvement
• Support the continuous improvement of processes, tools, and operating models for the Finance function
• Identify risks, bottlenecks, and areas for improvement, and proactively highlight and address key issues
• Develop and maintain project plans and materials to support execution and ensure alignment across stakeholders
• Collaborate with business stakeholders and technology teams (e.g., Salesforce) to streamline processes

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Engineering, or a related field
• 1–3 years of experience in management consulting, corporate strategy, finance, or a similar analytical role
• Advanced proficiency in Microsoft Excel, Tableau, financial modeling, and data analysis tools
• Advanced proficiency in PowerPoint, with experience creating executive-level presentations
• Strong organizational and project management skills, with the ability to manage multiple workstreams simultaneously
• Exceptional communication skills and ability to analyze complex data and make strategic recommendations based on findings
• High attention to detail, problem-solving skills, and ability to work under tight deadlines
• Experience in wealth management, financial services, or professional services is a plus

Physical Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

U.S. Eligibility Requirements

• 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. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
• 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.