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Financial Planning and Analysis Specialist

2 months ago

Miami, United States Corient Private Wealth LLC Full time
Financial Planning and Analysis Role at Corient Private Wealth LLC

Corient Private Wealth LLC is seeking a highly skilled Financial Planning and Analysis professional to join our team. As a key member of our organization, you will play a critical role in driving business growth and success through strategic financial planning and analysis.

Responsibilities
  • Develop and maintain comprehensive financial models to support business decision-making and strategic planning.
  • Collaborate with cross-functional teams to analyze financial data and identify trends, opportunities, and challenges.
  • Design and implement financial reporting and analysis tools to enhance business visibility and insights.
  • Provide financial guidance and support to senior management and key stakeholders.
  • Conduct variance analysis and identify areas for process improvement.
  • Develop and maintain relationships with business leaders and decision-makers to ensure effective communication and collaboration.
Requirements and Qualifications
  • Minimum 2 years of experience in financial planning and analysis.
  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA is a plus.
  • Proven experience in financial modeling, forecasting, and budgeting.
  • Excellent analytical and problem-solving skills.
  • Strong communication and presentation skills.
What We Offer
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.

Corient Private Wealth LLC is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive, respectful, and supportive of all employees.