FP&A Data Engineer

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.

Position Overview

The Finance FP&A (Financial Planning & Analysis) Data Engineer will be responsible for developing, maintaining, and optimizing data pipelines that empower FP&A teams to make data-driven financial decisions. This role will involve close collaboration with finance, analytics, operations, business and technology teams to ensure that data solutions align with business objectives, streamline financial reporting, and enhance forecasting accuracy. The ideal candidate is technically skilled, finance-savvy, and capable of transforming data into actionable insights through scalable data infrastructure.

Responsibilities

Data Infrastructure Development:

• Design, build, and maintain efficient and reliable data sets, using existing infrastructure and tools, in a standardized way
• Develop ETL processes for aggregating, cleaning, and structuring data from multiple financial and operational systems for more complex management reporting

Data Modeling and Analytics Support:

• Create and maintain data models, ensuring data consistency, integrity, and scalability.
• Support FP&A team in financial analysis, reporting, and forecasting activities through efficient data extraction and transformation processes using ERP and portfolio management systems, while enhancing data
• Develop and maintain financial and management date sets and work with data analytics teams enable insightful and actionable FP&A reporting, including budgeting, forecasting and scenario analysis

Automation and Efficiency:

• Automate manual data processes and reporting to optimize team efficiency and reduce reporting cycle time using available company tools such as Power Query and Power BI
• Identify and implement opportunities for process improvement within data workflows, focusing on automation and repeatability.
• Collaboration and Stakeholder Engagement:
• Work closely with FP&A, M&A, accounting, operations, data analytics and business intelligence teams to understand operational, financial and management data requirements and ensure timely delivery of high-quality data.
• Translate finance and business needs into technical requirements, and manage stakeholder expectations for data projects.
• Present to management on work done, options available and suggest ways to improve processes

Data Quality, Compliance and Documentation:

• Ensure data accuracy, completeness, and compliance with data governance and financial regulatory standards deployed within the firm
• Establish data validation protocols and collaborate with other functions and data owners on common firm’s data sets
• Maintain clear and comprehensive documentation of data sources, models, and pipeline processes.
• Follow best practices in data engineering, including version control, security, and change management procedures.

Qualifications & Requirements

• Bachelor’s degree in Finance, Computer Science, Data Science, Information Systems, or a related field. Master’s degree preferred.
• 3+ years of experience as a Data Engineer or in a similar role within Finance or FP&A or business data analytics teams
• Hands-on experience with financial data systems, ERP systems (e.g., SAPWorkday), and FP&A tools (e.g., Adaptive Insights, Anaplan).

Technical Skills:

• Proficiency in SQL and experience with Python or other programming languages commonly used in data engineering.
• Experience with data pipeline and ETL tools (e.g., Apache Airflow, Talend, SSIS) and cloud platforms (e.g., AWS, Azure, Google Cloud).
• Knowledge of data visualization and reporting tools (e.g., Power BI, Tableau) is a plus.
• Familiarity with financial modeling, budgeting, and forecasting practices.
• Some experience in project management and workflow management tools is a plus

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.