Financial Planning and Analysis Specialist

2 days ago


Miami, United States Corient Private Wealth LLC Full time
Job Title: FP&A Analyst

Corient Private Wealth LLC is seeking a highly skilled FP&A Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to senior management and key leadership.

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.
Qualifications and Requirements:
  • At least 2 years of relevant experience.
  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA is a plus.
  • Experience in financial planning and analysis.
  • Proficient in financial modeling, forecasting, and budgeting.
  • Excellent analytical and problem-solving skills.
  • Strong communication and presentation skills with the ability to convey financial information to non-financial stakeholders.
What We Offer:
  • Flexible and hybrid work program.
  • 401(k) plan with employer matching.
  • Four medical plan options generously subsidized by Corient.
  • Employer-paid dental, vision, and life insurance.
  • Employer-paid short-term and long-term disability.
  • Paid maternity and parental leave.
  • Flexible spending accounts and health savings accounts.
  • Dependent care FSA.
  • Commuter and transit FSA.
  • Corporate discount program - Perkspot.
  • Training reimbursement.
  • Paid professional designations.
  • Giving back to the community - volunteer days.


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