Senior Associate, Strategy & Finance

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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.

Summary

The Sr. Associate, Strategy & Finance will play a key role in providing critical financial insights and data-driven recommendations to support strategic decision-making. This position will focus on conducting thorough financial analysis, budgeting, forecasting, and presenting findings to senior management. The ideal candidate will have excellent analytical skills, attention to detail, and the ability to create clear and compelling executive presentations.

Responsibilities:

Key Responsibilities:

M&A Analysis and Support:

• Support the due diligence process by assessing financial aspects of deals.
• Assist in preparing investment memoranda and presentations for senior leadership and board review.

Financial Analysis & Reporting:

• Analyze financial data and trends to provide actionable insights and recommendations.
• Perform variance analysis to understand key drivers of financial performance.
• Prepare detailed financial models to evaluate potential scenarios and support strategic initiatives.
• Analyze historical and current data to identify opportunities for cost reductions and revenue enhancement.
• Assist in the preparation of monthly, quarterly, and annual financial reports.

Executive Presentations:

• Translate complex financial data into clear, concise presentations for senior leadership.
• Create visualizations, reports, and dashboards to effectively communicate financial results.
• Partner with the executive team to present financial insights and recommendations during strategic planning meetings.
• Support investor relations and stakeholder presentations, ensuring accuracy and clarity of financial information.

Cross-Functional Collaboration:

• Work closely with accounting, operations, and sales teams to gather and validate financial data.
• Provide financial expertise and advice on company projects and initiatives.
• Assist with financial audits and compliance with corporate policies.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA is a plus.
• 4+ years of experience in financial analysis, budgeting, forecasting, and reporting.
• Advanced proficiency in Microsoft Excel, financial modeling, and data analysis tools.
• Strong experience with financial reporting systems (e.g., SAP, Oracle, Hyperion).
• Exceptional communication skills, with experience creating executive-level presentations.
• 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.

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 is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• Flexible & Hybrid Work Program
• 401(k) Plan with Employer Matching
• Four Medical Plan options that is 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 Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $170 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

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.