Financial Planning and Analysis Specialist

1 week ago


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

Corient is a leading wealth management platform in the United States, serving over 10,000 clients and managing over $100 billion of assets. We are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team.

Key Responsibilities:
  • Participate in field office visits to build and strengthen relationships with business leaders and decision-makers.
  • Develop and maintain financial models, including revenue forecasting, bonus plan modeling, and stress testing to support long-term strategic planning.
  • Assist in M&A integrations by serving as the primary contact, leading communication and coordination efforts during transition.
  • Interpret financial data to identify trends and variances, providing regular financial analysis and reporting to senior management and key leadership.
  • Collaborate with department heads on annual budgeting to develop accurate and achievable budgets.
  • Conduct variance analysis to review actual performance against budget and forecasts, identifying areas for improvement.
  • Work closely with various departments to analyze financial performance and identify areas for improvement.
  • Continuously assess and improve FP&A processes to enhance efficiency and accuracy.
Requirements:
  • At least 2 years of relevant experience in FP&A or a related field.
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA is a plus.
  • Proven experience in financial planning and analysis, financial modeling, forecasting, and budgeting.
  • Excellent analytical and problem-solving skills, with the ability to convey financial information to non-financial stakeholders.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • A 401(k) plan with employer matching.
  • Flexible work arrangements, including hybrid work options.

Corient is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional results.



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