Director, Financial Systems

2 days ago

Miami, United States Corient Full time

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.


Summary


The Director, Financial Systems will be the go-to person for financial systems in CI, primarily with Workday but with potential to include other financial systems (i.e. Concur, Office Connect, LeaseQuery, etc) as we continue to expand our use of suitable technologies.


Responsibilities


  • Become the Finance champion for Workday Finance and adjacent financial systems; first and primary source of information for the business
  • Manage day-to-day system requests from the business
  • Lead automation/integration projects in areas (i.e. unutilized modules, integration with other softwares (Office Connect, etc.), building out additional capabilities) as they arise
  • Primary liaison with internal Workday counterparts, external service provider (Deloitte) and software vendors
  • Maintain sound system internal controls and proper segregation of duties as it pertains to business processes and roles, liaise with internal and external audit as necessary
  • Design and provide training and onboarding for new employees
  • Stay up to date on system developments and educate the business on new capabilities
  • Manage vendor relationships to ensure efficient use of corporate resources


Qualifications & Requirements


  • Minimum 7 years of experience administering finance ERP systems for a large corporate company; dealing with multi-entity and multi-currency consolidation
  • Experience leading system implementation/upgrade projects
  • Solid finance operations knowledge to be able to connect between business needs and system capabilities
  • Collaborative; ability to solicit and connect team member’s feedback into actionable goals
  • High degree of organization and strong project manager; proven track record to drive timelines for deliverables
  • Persistent drive for continuous improvement and not settling for the status quo
  • Experience in asset management and/or wealth management desired; but not required
  • Experience with Workday.


This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.


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.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • 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 will require proof of work authorization.
  • 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. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • 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


Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

  • Flexible & Hybrid Work Program
  • 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


Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $170 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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