CI Financial

Senior Financial Analyst

CI Financial$80K — $110K *
Miami, FL 33186In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 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 strong analytical and organizational abilities.

Responsibilities

  • Create advanced reports and dashboards with actionable recommendations for management.
  • Collaborate with cross-functional teams on financial plans and data management.
  • Align financial strategies with organizational goals.
  • Evaluate risks and opportunities through financial analysis.
  • Ensure integration of acquired entities into financial processes.

Benefits

  • Work onsite 4 days per week.
  • Opportunities for professional development and career advancement.
  • Supportive team environment that values communication and collaboration.
  • Flexibility for reasonable accommodations for individuals with disabilities.
Full Job Description

*Role is based in Miami, FL

Responsibilities

  • 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, systems 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

Key Competencies

  • Advanced financial analysis
  • Problem-Solving
  • Communication
  • Project Management
  • Business Acumen

Qualifications & Requirements

  • 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 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.

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

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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