Corient
Analyst, Finance Strategic Initiatives
US-FL-Miami-830 Brickell-4800
No sponsorshipDetected 30 days ago
Data AnalysisData VisualizationProject ManagementSalesforceFinancial ModelingAccountingExcelM&AFP&ACommunicationCollaborationProblem SolvingPublic SpeakingMicrosoft Office
About the role
- We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
Responsibilities
- Support high-priority strategic initiatives across Finance, M&A, and Integration by structuring problems into clear frameworks and developing actionable recommendations
- Prepare executive-level materials, including presentations, summaries, and briefing documents
- Create visualizations, reports, and dashboards to effectively communicate insights and partner with senior team to present them
- Organize and maintain key materials and documentation for internal stakeholders in a structured and clear way
- Partner with cross-functional stakeholders (FP&A, Accounting, HR, Operations, Technology, Solutions) to support integration execution
- Support Finance integration activities across geographies, including monitoring milestones, risks, and dependencies and highlighting key issues
- Support the continuous improvement of processes, tools, and operating models for the Finance function
- Develop and maintain project plans and materials to support execution and ensure alignment across stakeholders
- Support the evolution of pricing guidelines, collaborating closely with business and client-facing teams
- Collaborate with business stakeholders and technology teams (e.g., Salesforce) to streamline processes
Requirements
- Bachelor's degree in Business, Finance, Economics, Engineering, or a related field
- 1-3 years of experience in management consulting, corporate strategy, finance, or a similar analytical role
- Advanced proficiency in Microsoft Excel, Tableau, financial modeling, and data analysis tools
- Advanced proficiency in PowerPoint, with experience creating executive-level presentations
- Exceptional communication skills and ability to analyze complex data and make strategic recommendations based on findings
- High attention to detail, problem-solving skills, and ability to work under tight deadlines
- This position may require the ability to lift up to 15 pounds.
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States.
- Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Nice to have
- Experience in wealth management, financial services, or professional services 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
Skills
- Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
Visa & Work Authorization
- Must have unrestricted work authorization to work in the United States.
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This listing is sourced directly from Corient's careers page and normalized into a canonical job model.