Director, Financial Modelling

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

We are seeking a highly analytical and detail-oriented Director, Financial Modelling to join our finance team. This position will be responsible for creating, maintaining, and enhancing complex financial models that support key decision-making processes across the organization. This role requires strong proficiency in financial modeling, forecasting, and data analysis, with an ability to provide actionable insights for senior leadership.

Key Responsibilities:

Build and Maintain Financial Models:

• Develop dynamic financial models to evaluate business performance, strategic initiatives, and potential investments.
• Create models to forecast financial outcomes, including income statements, balance sheets, cash flows, and budgets.
• Continuously update and refine models based on changing business environments and assumptions.

Data Analysis & Interpretation:

• Analyze historical financial data and trends to assist in forecasting and planning.
• Collaborate with cross-functional teams to gather inputs and assumptions for financial modeling.
• Provide scenario and sensitivity analyses to assess risks and opportunities.

Support Strategic Decision-Making:

• Support business units by modeling the financial impacts of strategic decisions such as acquisitions, new product launches, and capital expenditures.
• Provide insights into financial performance and recommend actions to improve profitability and efficiency.
• Present financial analysis and reports to senior leadership to guide decision-making.

Budgeting & Forecasting:

• Assist in the preparation and consolidation of the company’s annual budget and long-term financial plans.
• Support monthly, quarterly, and annual financial forecasting processes.

Risk Management & Sensitivity Analysis:

• Conduct risk assessments and stress testing through sensitivity analysis to help identify key financial risks and potential mitigations.

Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, or a related field (Master’s or MBA is a plus).
• Minimum of 7 years of experience in financial modeling, forecasting, or a related financial analysis role.
• Advanced proficiency in Excel, including the ability to build complex financial models from scratch (knowledge of macros and VBA is a plus).
• Experience with financial software such as Bloomberg, SAP, Oracle, or Hyperion.
• Strong analytical skills with attention to detail and accuracy.
• Solid understanding of financial statements, corporate finance concepts, and accounting principles.
• Excellent communication and presentation skills with the ability to explain complex financial concepts to non-financial stakeholders.
• Ability to manage multiple tasks and meet tight deadlines in a fast-paced environment.

Preferred Skills:

• Experience in financial modeling for mergers and acquisitions (M&A), capital markets, or corporate finance.
• Knowledge of SQL or other database management systems.
• Experience creating strategic presentations along with automation/graphics tools proficiency.
• Ability to synthetize a business problem in a sophisticated model and present findings and analyses in the form of a presentation.
• Strong business acumen with an understanding of industry-specific financial metrics and KPIs.
• CFA or other relevant financial certifications are a plus.

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.