Financial Planning and Analysis Specialist
2 days ago
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.
- 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.
- 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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