Senior Financial Analyst

Join a team that values your ambition and empowers your growth. At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

• 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.
• Ensure seamless integration of acquired entities into budgets, forecasts and reporting processes.

• Advanced financial analysis
• Problem‑solving
• Communication
• Project management
• Business acumen

• 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.

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. The position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week.

Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents. Corient will require proof of work authorization. Corient participates in E‑Verify and will provide the federal government with your FormI‑9 information to confirm that you are authorized to work in the U.S.

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.

• 401(k) with employer matching
• Four medical plan options that are generously subsidized
• Employer‑paid dental, vision and life insurance
• Short‑term and long‑term disability
• Paid maternity and parental leave
• Flexible spending accounts and health savings accounts
• Dependent care FSA
• Commuter & transit FSA
• Corporate discount program via Perkspot
• Training reimbursement and paid professional designations
• Volunteer days