Analyst, Finance Strategic Initiatives

## Analyst, Finance Strategic Initiatives Apply locations:
US-FL-Miami-830 Brickell-4800time type:
Full time posted on:
Posted 2 Days Agojob requisition :
JR5716
** 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.
** Key Responsibilities
**** Data Analysis & Strategic Projects
*** Conduct quantitative and qualitative analyses to inform decision-making, including financial modeling, variance and scenario analysis, and business case development
* 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
** Integration & Cross-Functional Collaboration
*** Partner with cross-functional stakeholders (FP&A, Accounting, HR, Operations, Technology, Solutions) to support integration execution
* Assist in identifying value creation opportunities and tracking synergies, including cost efficiencies and operating model improvements
* Support Finance integration activities across geographies, including monitoring milestones, risks, and dependencies and highlighting key issues
** Operating Model Improvement
*** Support the continuous improvement of processes, tools, and operating models for the Finance function
* Identify risks, bottlenecks, and areas for improvement, and proactively highlight and address key issues
* 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
* Analyze pricing data and identify opportunities with direct P&L impact
* Collaborate with business stakeholders and technology teams (e.g., Salesforce) to streamline processes
** Qualifications
* ** 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
* Strong organizational and project management skills, with the ability to manage multiple work streams simultaneously
* 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
* 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
** Physical Requirements
*** 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. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
* This position may require the ability to lift up to 15 pounds.
* This position…