Senior Financial Analyst

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.

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, ensuring seamless integration of acquired entities into budgets, forecasts, and reporting processes

Qualifications & 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

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.

U.S. Eligibility Requirements

• Must be 18 years of age or older
• Must have unrestricted work authorization to work in the United States
• 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

What You Can Expect From Us

• 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
• Paid Professional Designations
• Dependent Care FSA Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Volunteer days