Senior Financial Analyst

Join Our Team At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families preserve their wealth for future generations while enabling the people, causes and communities they care about. Responsibilities Create advanced reports and dashboards, providing actionable recommendations to management. Collaborate with cross‑functional teams to align financial plans with business objectives, work on data cleanse, system integrations and project management. Align financial plans with organizational strategies and goals. Evaluate risks and opportunities based on financial analysis, ensuring seamless integration of acquired entities into budgets, forecasts and reporting processes. Key Competencies Advanced financial analysis Problem‑solving Communication Project management Business acumen Qualifications & Requirements Bachelor’s degree in Finance, Accounting or related field (Master’s or MBA preferred). Minimum of 5 years’ experience in financial modeling and planning. Proficiency in Microsoft Office, especially Excel. Strong integrity and ability to maintain confidentiality. Excellent team player with strong communication skills. Detail‑oriented with excellent analytical and organizational abilities. Physical Requirements Work in an office environment, including prolonged periods of sitting at a desk and using a computer. Ability to lift up to 15 pounds. On‑site work required 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. What You Can Expect from Us 401(k) plan with employer matching Four medical plan options generously subsidized by Corient Employer‑paid dental, vision & life and AD&D insurance Employer‑paid short‑term & long‑term disability Paid maternity & parental leave Flexible spending and health savings accounts Dependent‑care FSA Commuter & transit FSA Corporate discount program via Perkspot Training reimbursement Paid professional designations Volunteer days for community giving We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. #J-18808-Ljbffr