CI Financial

Financial Reporting Director

CI Financial$120K — $150K *
Miami, FL 33186In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • US CPA (or equivalent) required
  • 5+ years of complex transaction accounting experience
  • Experience from Big 4 accounting firms is a plus
  • Strong knowledge of internal controls over financial reporting
  • Ability to communicate complex financial matters clearly
  • Critical thinking and strategic insight are essential

Responsibilities

  • Assist with consolidating international business accounting policies
  • Implement financial reporting tools for international operations
  • Assess technical accounting for global transactions
  • Calculate internal valuations for share classes
  • Oversee share return calculations for various classes
  • Facilitate financial integration of international group structure
  • Participate in ICFR activities, including testing and documentation

Benefits

  • 401(k) Plan with Employer Matching
  • Generously subsidized health insurance with multiple plans
  • Company-paid dental, vision, and life insurance
  • Paid short-term and long-term disability insurance
  • Paid maternity and parental leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Corporate discount program
  • Career training reimbursement
  • Community volunteer days
Full Job Description
We are looking to hire a Financial Reporting Director; this person will report into the VP Accounting; who report into the Corient CFO. Responsibilities: - Assisting with the consolidation of international business, including alignment of accounting policy, and assessment of financial performance - Assisting with the implementation of financial reporting tools designed to aid in our international business - Assessment of technical accounting (including policy memos) for transactions entered into by the global group (e.g. acquisitions, capital structuring) - Calculation of internal valuations for share classes across the global group - Calculation of share returns for share classes across the global group - Assisting with the financial integration of the international group structure - Assisting with the ICFR activities including Testing the Design and Effectiveness of controls, documentation of key controls and evaluating financial statement risks to ensure appropriate controls are in place. Pre-requisites: - US CPA (Canadian, European or major foreign equivalents acceptable) Experience in Big 4 accounting firms and public accounting preferred - Strong demonstrated experience in working through complex arrangements such as assessment of financial instruments, share based compensation, business combinations and share-based compensation and their implications on the company’s strategy and financials. (5 years minimum) - Strong understanding of internal controls over financial reporting (ICFR) including experience with risk assessments and internal control design and effectiveness. - Strong critical thinking and ability to see the bigger picture behind a task - Ability to self-direct to resolve issues, and know when to draw in more senior team members Competencies 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 is required to work onsite 4 days per week. 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: - 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 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. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

About CI Financial

CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
Learn more about CI Financial
Size
1,793 employees
Market Cap
$1.7 billion
Industry
NASDAQ

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