Associate, Corporate Finance Resume Samples

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LS
L Shanahan
Lazaro
Shanahan
45318 Estell Valleys
Philadelphia
PA
+1 (555) 108 8812
45318 Estell Valleys
Philadelphia
PA
Phone
p +1 (555) 108 8812
Experience Experience
Boston, MA
Associate Corporate Finance
Boston, MA
Parisian, Dare and Hermann
Boston, MA
Associate Corporate Finance
  • Provide support in developing transaction structures / structured solutions
  • Work with various areas to research, escalate, and clear cash and settlement exceptions in a timely manner
  • Preparing confidential information memoranda, management presentations, marketing pitches, and other presentations
  • Coordinating and performing business due diligence
  • Assisting in the marketing and planning of engagements; and
  • Work with the middle office to ensure trade bookings agree between front and back office systems and ultimately the general ledger
  • Be a key team member in day to day project execution work
Philadelphia, PA
Associate, Corporate Finance
Philadelphia, PA
Sawayn-Beahan
Philadelphia, PA
Associate, Corporate Finance
  • Participating in corporate budgeting/performance improvement initiatives; and
  • Assist with the development of qualitative and quantitative analysis resulting from information obtained through research
  • Create and maintain a strong network of contacts across the Mizuho group, most particularly with CFA Group in NY
  • Measuring our performance and valuation relative to peers and other relevant benchmarks
  • An aptitude for quantitative and qualitative analysis to link business strategy to performance and due diligence findings
  • Analyzing drivers of historical financial performance, including key trends that are impacting the business
  • Preparing materials to be presented to Senior Management and the Board of Directors
present
Philadelphia, PA
Associate, Corporate Finance & Restructuring
Philadelphia, PA
Klocko Group
present
Philadelphia, PA
Associate, Corporate Finance & Restructuring
present
  • Assist senior staff in overseeing operations of trading businesses
  • Strong work ethic, eagerness to learn and motivation to succeed
  • Work closely with colleagues on client matters
  • Contribute to company initiatives and team development activities
  • Act as contact liaison between external parties and FTI
  • Maintain accounting and statutory records
  • General knowledge of corporate finance and accounting principles and terminology
Education Education
Bachelor’s Degree in Business Administration From
Bachelor’s Degree in Business Administration From
Liberty University
Bachelor’s Degree in Business Administration From
Skills Skills
  • Team-oriented with strong integrity and professionalism; and
  • Good working knowledge of US GAAP
  • Aggressive self-starter with an attention to detail; able to work in a fast paced environment with tight deadlines
  • Working knowledge of HPM
  • Outstanding organization skills with high attention-to-detail
  • Self-starter with a proven ability to take initiative
  • Proficient in MS Office applications, Adobe Acrobat, Internet Explorer, MS Outlook, MS Project
  • Strong analytical and quantitative skills
  • Detailed oriented
  • Extensive knowledge of Microsoft Excel
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15 Associate, Corporate Finance resume templates

1

Associate, Corporate Finance Resume Examples & Samples

  • 3+ years of overall work experience with a strong record of professional achievement
  • Experience in quantitative analyses and financial modeling in Excel
  • Strong understanding of financial markets and capital structures
  • Strong strategic skills and business acumen
  • Research and organizational skills
  • Self-starter with ability to deal with ambiguity
  • 3+ years of overall work experience with Finance or Investment Banking experience
  • Extensive valuation and deal execution experience and knowledge of financial markets
  • MBA from a top-tier school and strong record of academic achievement
2

Associate, Corporate Finance Resume Examples & Samples

  • Preparing materials to be presented to Senior Management and the Board of Directors
  • Developing corporate earnings and cash flow forecasts
  • Analyzing drivers of historical financial performance, including key trends that are impacting the business
  • Evaluating potential new initiatives, including income statement impact, resource requirements and other financial implications
  • Supporting corporate financing activities, including preparation of materials for lenders and rating agencies
  • Assisting in preparation of public filings and other internal and external communication documents, including financial analyses for the quarterly earnings release and call
  • Participating in corporate budgeting/performance improvement initiatives; and
  • Measuring our performance and valuation relative to peers and other relevant benchmarks
  • Self-starter with a proven ability to take initiative
  • Responsible with a strong work ethic and sense of dedication
  • Works well under pressure and with time constraints
  • Outstanding organization skills with high attention-to-detail
  • Team-oriented with strong integrity and professionalism; and
  • Must be able to handle highly confidential information and situations with professionalism and tact
  • Minimum 2 years of corporate finance, accounting, investment banking or consulting experience
  • Outstanding analytical skills
  • Experience in building and working with complex financial models
  • Deep understanding of public company financial statements and accounting; and
  • Extensive knowledge of Microsoft Excel
3

Associate, Corporate Finance Resume Examples & Samples

  • Developing corporate, department and project earnings and cash flow forecasts
  • Preparing annual budgets and budget variance analyses
  • Assisting in the preparation of public filings and other internal and external communication documents, including financial analyses for the quarterly earnings release and call; and
  • Deep understanding of public company financial statements and accounting
  • Extensive knowledge of Microsoft Excel; and
  • Familiarity with SAP BPC or other financial planning and analysis software a plus
  • Bachelor’s degree from a top college or university
4

Associate, Corporate Finance Resume Examples & Samples

  • Capital Markets / Interest Rate Risk Management support
  • Revolving Credit Facility support / Overall Banker Management
  • International Theme Park support
  • Film Financing support
  • Other Corporate Finance Projects
  • Masters of Business Administration (MBA) from a top-tier school
5

Associate, Corporate Finance Resume Examples & Samples

  • Support existing (Senior) Directors and (Associate) Director in all pitch efforts & execution of increasing and more challenging deal flow. This includes: basic and advanced merger modelling, data information gathering; Bloomberg / Capital IQ / Thomson1 / Rating agency + data download, Preparing of tailor-made PIBs, Deal analysis; preparing presentations, support in deal execution
  • Become expert in financial modelling as pitch & deal flow increases, other team members have insufficient time for time expert model building
  • Share best practice and analysis with client teams and enhance the general knowledge and application of corporate finance techniques across ECFD
  • Create and maintain a strong network of contacts across the Mizuho group, most particularly with CFA Group in NY
  • Proven track record in desktop analysis and to possess a strong technical skill set
  • Excellent mathematical and analytical skills, modelling knowledge and skills in corporate finance technique to include – liquidity analysis, cash flow analysis, acquisition/divestiture analysis, ratings analysis, optimal capital structure analysis and all comparative analysis related thereto
  • Experience with company valuations
  • Experience in corporate credit analysis
  • Knowledge of Bank’s internal rules and procedures
  • Team-working and communication skills
6

Associate, Corporate Finance Solutions Resume Examples & Samples

  • Technical analysis and financial modeling of client’s capital structure and cost of capital
  • Prepare industry and financial analysis to determine the feasibility of potential financing transactions
  • Assist in development of recommendations to optimize capital structure for clients
  • Assessment of Ratings and impacts to clients capital structure and cost of capital
  • Conduct industry research and analysis to assist in the identification and/or analysis of new products and ideas that could be used for CIBC’s clients
  • Collaboration in development of new products and capital solutions working with Capital Markets industry and product teams
  • Collaborate and partner with across CIBC Capital Markets in preparing proposals for clients
  • Determine industry trends and drivers
  • Peers and senior staff within the department
  • Works with all of Capital Markets including Credit Capital Markets, Debt & Equity Capital Markets, Investment Banking and Global Markets to recommend and execute transactions
  • Previous corporate finance/investment banking experience combined with completion of an MBA, CA or CFA, is preferred
  • Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash-flow analysis
  • Knowledge of accounting principles relating to financial statement preparation and derivative instruments
  • Understanding of Ratings methodologies, risk management products (FX, Commodities, SWAPs, etc), and credit analysis an asset
  • Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming significantly increased levels of responsibility within short time frames
  • Well-developed organizational skills in order to respond to shifting priorities on several simultaneous projects
  • Demonstrated job commitment including a willingness to work, as well as personal flexibility and adaptability in order to meet client requirements
  • Excellent interpersonal, presentation, oral and written communication skills in order to convey factual and conceptual information to others and promote the interests of CIBC Capital Markets
7

Associate Corporate Finance Resume Examples & Samples

  • Preparing, analyzing and explaining historical and projected financial information
  • Coordinating and performing business due diligence
  • Preparing confidential information memoranda, management presentations, marketing pitches, and other presentations
  • Valuing companies and businesses
  • Assisting in the marketing and planning of engagements; and
  • Building relationships and maintaining direct contact with clients and prospective clients as well as professional advisors
  • 3+ years of prior investment banking experience is required. Course work in accounting and finance is highly recommended. No Class of 2016 graduates, please
8

Senior Associate, Corporate Finance Resume Examples & Samples

  • Serve as critical team member in the execution of advisory and financing transactions
  • Perform in-depth company and industry research supporting specific client engagements and marketing opportunities
  • Perform financial modeling, including valuation assessments
  • Three years of transactions related experience in a corporate finance environment from a Wall Street or middle-market investment bank with a track record of academic and professional success
  • TMT industry experience is strongly preferred
  • Superior financial modeling, research, and financial analysis skills
9

Associate Corporate Finance Resume Examples & Samples

  • Preparation of M&A and cross-product client pitches
  • Company and industry analyses, preparation of company and industry profiles
  • Target analyses and / or buyer’s acquisition capacity analyses
  • Company valuations using market multiples, DCF and LBO methods
  • Side by side, merger and EPS analyses
  • Knowledge transfer to and quality control / coaching of junior team members
  • Execution responsibilities of specific project tasks and workstreams
  • Provide support in developing transaction structures / structured solutions
  • Keep up to date about M&A, equity and debt related issues
  • Liaise with (product) experts typically based in Frankfurt, London, Paris and/or New York in the dedicated SG Business Lines
  • Excellent Bachelor or Master’s degree in Finance or Business Administration
  • A minimum of 2 years relevant work experience specifically in M&A executing transactions with a leading bank or advisory house
  • Direct experience with transactions in German-speaking regions
  • Excellent command and superior user knowledge of MS Office, especially Excel and PowerPoint
  • Good user knowledge of Bloomberg/CapitalIQ/Datastream/Thomson/Reuters
  • Fluency in German and English, both written and spoken is essential
  • Self-confident personality
  • Pro-active team player
  • Strong innovation and problem solving skills
10

Associate‚ Corporate Finance Resume Examples & Samples

  • Working directly with client senior management teams, board members and stakeholders throughout all phases of transaction advisory and execution, in both healthy and distressed situations
  • Preparing financial models and analytical support for merger & acquisitions, restructuring & special situations, and transaction opinion deal teams
  • Drafting situation analyses, pitch materials, information memoranda, investor presentations and term sheets
  • Performing company, industry, market and competitor research and due diligence
  • Mentoring and developing junior staff
11

Associate‚ Corporate Finance Resume Examples & Samples

  • Work on a variety of Restructuring and Advisory assignments, from initial client pitches to transaction closings
  • Buyer research & analysis, financial analysis of business combinations; understanding of buy and sellside processes
  • Basic familiarity with valuation and the usual methods of valuing businesses
  • Communicates regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in transactions
  • Ensure quality of client deliverables by having a strong attention to detail
  • Mentor and develop junior staff
  • Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit
12

Associate, Corporate Finance ECM Resume Examples & Samples

  • Assist in the origination and execution of Equity Capital Markets transactions
  • Prepare presentations and pitches
  • Strong academic background with a degree or similar from a leading European university or similar (a Masters degree considered to be an advantage)
  • Previous senior analyst position in Corporate Finance (ECM or M&A) in a major investment bank is required
  • IT literacy in Microsoft Office and experience in using investment banking databases a strong advantage (e.g.: Bloomberg, Thomson One Banker, Datastream)
  • Advanced analytical skills and demonstrated sense of ownership
  • Knowledge of accounting, financial and valuation techniques
  • Strong knowledge of equity and equity-linked products
  • Solid understanding of financial markets
  • Excellent communication and inter-personal skills, can demonstrate good personal organisation and time management skills, able to work efficiently with rigour and take responsibility for her/his own work, have a strong determination and drive
13

Associate, Corporate Finance Resume Examples & Samples

  • Research and contact potential financial and strategic buyers
  • One year of transactions related experience in a corporate finance environment from a Wall Street or middle-market investment bank with a track record of academic and professional success
  • Bachelor’s degree in Business Administration from an accredited college/university; MBA from an accredited college/university preferred
  • Diverse industry experience is strongly preferred
  • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
14

Analyst / Associate, Corporate Finance Resume Examples & Samples

  • Strong academic performance – minimum GPA 3.0 (4.0 scale)
  • Graduating with a Bachelor’s, Master’s or advanced degree Fall 2016 or Spring 2017 or a recent graduate within the last 12 months from an accredited college or university
  • Bachelor’s, Master’s or advanced degree in Finance, Accounting, Financial Planning, Business, Supply Chain Management, Engineering or related discipline
  • 0 - 2 years related experience Bachelor’s level; 2- 4 years related experience Master’s or advanced level
  • Self-starter with involvement in extra-curricular, community or university sponsored organizations; prior internships, academic and/or full-time work experience
  • A willingness to temporarily relocate within the United States or travel when required
  • Demonstrates behaviors consistent with NRG’s STRIVE VALUES: Safety, Teamwork, Respect, Integrity, Value Creation, Exemplary Leadership
  • All applicants must have authorization to work in the U.S without employer sponsorship
  • Should be knowledgeable of internal control requirements, operational and financial activities, and generally accepted accounting principles and accounting processes
  • Detail oriented and able to handle multiple assignments, meet deadlines and work under pressure
  • Experience with projects, analytical skills
  • Self-starter, desire to continuously learn, detailed oriented
  • Flexibility to work in a fast-paced, lean environment with hands on team player approach
  • Ability to work with minimum supervision
  • Demonstrate attention to detail and follow through to resolve issues
  • Adapt effectively to a new and changing environment
  • Comfortably handle risk and uncertainty
  • Natural curiosity; ability to probe into the depths of processes to detect control and audit matters
  • Strong analytical skills; ability to consider/develop alternative solutions “think outside of the box”
  • Proficient in MS Office applications, Adobe Acrobat, Internet Explorer, MS Outlook, MS Project
  • Strong data analytics / mining skills
  • May 2017 graduates only
  • Internship experience
  • Knowledge of SAP and SAP Business Warehouse
  • Advanced Excel and Access skills
15

Associate, Corporate Finance Resume Examples & Samples

  • Graduating with a Master’s or advanced degree Fall 2016 or Spring 2017 or a recent graduate within the last 12 months from an accredited college or university
  • Master’s or advanced degree in Finance, Economics, Accounting, Financial Planning, Business or related discipline
  • 2- 4 years related experience Master’s or advanced level
  • Strong interpersonal skills, and can adapt to and work well with diverse sets of situations and people
  • Excellent communication skills including verbal, written and presentation
  • Good working knowledge of US GAAP
  • Working knowledge of HPM
  • Ability to handle multiple assignments on a timely basis with a high degree of accuracy
  • Aggressive self-starter with an attention to detail; able to work in a fast paced environment with tight deadlines
  • General familiarity with reading contracts
  • Minimum GPA of 3.5 or better
  • 2-4 years’ professional work experience
  • Advanced Excel
  • Top students from including Darden/UVA
16

Associate, Corporate Finance Resume Examples & Samples

  • Conduct industry analysis to identify business opportunities and potential investments
  • Business and financial modelling
  • Evaluate and prepare financial analysis
  • Participate in negotiation and transaction documentation processes
  • Liaison with internal and external stakeholders
  • 3-4 years experience in investment banking, PE or in-house corporate finance functions. Will ideally have completed analyst and/or associate in house training programs
  • High level of energy and initiative
  • Experience in building financial models, including valuation and debt modelling
  • High degree of numeracy and attention to detail
  • Sound understanding of capital structure and corporate finance basics
  • Sound understanding of corporate and structured credit
  • M&A execution experience, including managing due diligence and transaction documentation processes
  • Execution experience across structured debt products - leverage and asset backed loans and HY bonds (potentially also ratings work) ideally in SEA markets
  • SEAsia experience a definite plus
  • SEA language command in addition to English a plus
17

Associate, Corporate Finance Resume Examples & Samples

  • Dive early adoption of a newly implemented Oracle Cloud ERP and become the business SME as the platform expands as a strategic system for a growing global institutional investor
  • Lead the configuration of the general ledger, accounts payable, project costing and fixed asset functions
  • Learn and understand the end-to-end functional relationship of the application and how it supports and enables the lines-of-business day-to-day processes
  • Manage incident triage, escalation and resolution of client service requests
  • Understand and execute change management functions to enable the growth of the business
  • Manage any impacts application changes would have on consumers of financial information
  • Manage Oracle vendor relationships to represent the lines-of-business in support, patches, upgrade, testing and change situations
  • Work closely with lines of business to understand and document business requirements that affect current state configuration of the financial suite of applications and outline impact to end-users
  • Partner with IT to manage the integration of external data and information into the core suite of Financial applications
  • Provides responsive assistance and training to business partners. Will work with the business users to ensure the smooth execution of the day-to-day application processes and monitoring of the month-end close activities
18

Senior Associate, Corporate Finance Resume Examples & Samples

  • Lead advisory M&A including buy-side, sell-side and capital raising
  • Manage key transaction work streams, including direct liaison with key client stakeholders and external vendors/bidders
  • Prepare research, marketing materials and other key deal documents
  • Develop valuation, financial and strategic analysis
19

Associate, Corporate Finance Resume Examples & Samples

  • Prepares and coordinates quarterly external consolidated financial statement notes in accordance with International Financial Reporting Standards, Audit Committee presentation materials, as well as subsidiary financial statements in different presentation currencies, as needed
  • Works closely with Investment Finance, Operations, Tax, and Investment Governance to review and analyze supporting schedules and seek ways to improve current reporting efficiency and accuracy, as well as related processes and controls to generate financial reporting
  • Works closely with the Manager, Accounting Policy and Manager, Financial Reporting in reviewing and analyzing new investment products; implements the required changes to the financial statement disclosure and presentation and writing related policy memos to guide other internal groups
  • Keeps abreast of new accounting pronouncements and partners with relevant groups in understanding the impact to the organization and on its reporting requirements
  • Special projects and analytical work associated with reporting and/or the general ledger replacement project or other new projects
20

Associate, Corporate Finance & Restructuring Resume Examples & Samples

  • Review and analyse financial statements and projections and assess business plans
  • Reconstruct accounting records from incomplete information
  • Undertake company and industry research
  • Assist senior staff in overseeing operations of trading businesses
  • Perform financial, ratio and comparable company analysis, and basic financial modelling
  • Document assumptions, methodology and information sources
  • Work closely with colleagues on client matters
  • Act as contact liaison between external parties and FTI
  • Maintain accounting and statutory records
  • Analyse and interpret historical financial, operational, and transactional data
  • Apply Companies Ordinance and other relevant legislation and case law where appropriate to component of engagements
  • Assist with preparation of reports, written analysis, presentations, quantitative exhibits, and other client deliverables
  • Maintain a professional image within the company and project the same to those outside of the company
  • Contribute to company initiatives and team development activities
21

Associate, Corporate Finance Resume Examples & Samples

  • Strong technical accounting skills, with detailed knowledge of GAAP
  • Advanced written and verbal communication skills, as report writing is required on transaction services engagements
  • Conduct business and market research using the internet, business directories and database resources
  • An aptitude for quantitative and qualitative analysis to link business strategy to performance and due diligence findings
  • Build, update and maintain MS Excel based financial and valuation models
  • Keep abreast of market trends in order to assess current approaches and compare research results
  • Monitor existing approach to research and adapts methods where required
  • Assist with the development of qualitative and quantitative analysis resulting from information obtained through research
  • Formulate market and industry trends, broad synopsis as well as general conclusions
  • Accountable for a highly developed level of customer service ensuring that customer needs and requests are responded to in a timely, accurate and professional manner in a deadline driven environment
  • Ability to work independently in a fast-paced, multi-tasked environment
  • Assist in growth of the transaction advisory service line