Staff Accountant - Accounts Payable

CI Financial Careers

Miami, FL

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JOB DETAILS

SKILLS

Accounting, Accounting Close, Accounts Payable, Analysis Skills, Artificial Intelligence (AI), Automation, Billing, Communication Skills, Continuous Improvement, Corporate Policies, Customer Experience, Documentation, ERP (Enterprise Resource Planning), Federal Government, Finance, Financial Audit, Financial Operations, Financial Reporting, Financial Services, Flexible Spending Accounts, General Ledger Accounting, High Net Worth, Homeland Security, Maintain Compliance, Microsoft Excel, Non-Disclosures, Onboarding, Organizational Skills, Payment Processing, Physical Demands, Pivot Tables, Problem Solving Skills, Professional Services, Purchasing/Procurement, Reconciliation, Record Keeping, Social Security Administration, Time Management, Vendor/Supplier Selection, Vlookups, Wealth Management

LOCATION

Miami, FL

POSTED

Today

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 theycare 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 wouldlike to meet you.

Key Responsibilities
• Process high-volume supplier invoices across multiple entities, ensuring accurate coding and timely approvals.

• Maintain vendor records and ensure compliance with internal controls, including tax documentation (e.g., W-9s) and payment terms.

• Assist with month-end close activities including accruals, invoice cutoffs, and reconciliation of AP sub-ledger to the general ledger.

• Serve as a liaison between AP, Procurement, Accounting, and business units to resolve invoice discrepancies, improve approval workflows, and ensure alignment with cost center ownership.
• Support continuous improvement initiatives within the AP function, including automation, system optimization and ad-hoc projects.
• Provide support for audits, financial reporting, and internal reviews by preparing documentation and responding to inquiries.
• Assist with onboarding and training of new vendors and business users in accordance with company policy.• Facilitate communication with internal stakeholders and vendors to ensure all requirements are in place for payment processing

Required Qualifications
• Bachelor's degree in Business, Accounting, Finance, or a related field.
• Minimum of 2-5 years of progressive experience in Accounts Payable or similar finance operations roles.
• Strong proficiency in Microsoft Excel, including pivot tables, VLOOKUP, and data reconciliation.
• Proven ability to manage competing priorities and meet deadlines in a high-volume, fast-paced environment.
• Excellent organizational, analytical, and communication skills.

Preferred Qualifications
• Experience using Workday ERP for invoice processing, supplier setup, and journal entry workflows.
• Familiarity with Auditoria AI or similar automation tools in an AP or finance operations environment.
• Understanding of spend categories, cost centers, and financial reporting structures within a multi-entity organization.
• Prior experience in a private wealth, financial services, or professional services firm.

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 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 one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. 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.

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 the Company

CI Financial Careers

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