Project Manager - Finance

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.

Job Summary

As the Project Manager - Finance, you will be responsible for planning, executing, and overseeing finance-related projects within the organization and work on broader Finance data and process improvement work. You will collaborate with cross-functional teams, including finance, accounting, IT, and operations, to ensure projects are completed on time, within scope, and on budget. Your goal will be to support business objectives by improving financial processes, implementing technology solutions, and managing organizational change.

Key Responsibilities

• Project Planning and Execution: Develop detailed project plans, timelines, and budgets for finance-related initiatives, ensuring alignment with business objectives.
• Stakeholder Management: Engage and communicate effectively with all project stakeholders, including finance teams, senior leadership, and external partners, to understand requirements and manage expectations.
• Resource Allocation: Coordinate resources, both internal and external, to ensure that project goals are met.
• Risk Management: Identify potential risks and create risk mitigation plans. Proactively manage and address issues that may impact project delivery.
• Process and Improvement: Analyze existing finance processes and recommend improvements to increase efficiency, accuracy, and compliance.
• Financial Systems Implementation: Lead or support the implementation of financial software and tools, ensuring they meet business requirements and compliance standards.
• Project Documentation and Reporting: Maintain thorough project documentation, create progress reports, and present updates to senior leadership and other stakeholders.
• Change Management: Develop and implement change management strategies to facilitate project adoption and reduce resistance across the organization.
• Data governance and management:
• Be familiar with and/or know how to develop ETL processes for aggregating, cleaning, and structuring data from multiple financial and operational systems and manage data.
• Support Accounting month-end close activities with help / know how on data extraction and transformation processes and integration tool implementation work
• Identify and implement opportunities for process improvement within data workflows, focusing on automation and repeatability.
• Work with Finance team on improving data management across Finance and beyond

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field; PMP, CAPM, or similar project management certification is preferred. Data Analytics course work a material plus.
• Experience:
• Minimum of 5-7 years of experience in project management, with at least 3 years in a finance-focused role.
• Strong understanding of finance principles, including accounting month-end close, budgeting, forecasting, and financial reporting.
• Proficiency with project management tools (e.g., MS Project, Asana, Jira).
• Familiarity with ERP systems and finance software (e.g., SAP, Oracle, Workday).
• Knowledge of data ETL and visualization tools, like Tableau, Power BI and similar.
• Excellent organizational and multitasking abilities.
• Strong analytical and problem-solving skills.
• Outstanding written and verbal communication skills.

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:

• 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 an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

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.