Analyst, Corporate Finance Job Description
Analyst, Corporate Finance Duties & Responsibilities
To write an effective analyst, corporate finance job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, corporate finance job description templates that you can modify and use.
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Analyst, Corporate Finance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analyst, Corporate Finance
List any licenses or certifications required by the position: CPA, CFA, ITIL, MBA, III, CA, CMA
Education for Analyst, Corporate Finance
Typically a job would require a certain level of education.
Employers hiring for the analyst, corporate finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Economics, Business, Management, Business/Administration, MBA, Education, Mathematics, Graduate
Skills for Analyst, Corporate Finance
Desired skills for analyst, corporate finance include:
Desired experience for analyst, corporate finance includes:
Analyst, Corporate Finance Examples
Analyst, Corporate Finance Job Description
- Providing a summary analysis for the Credit team (US and UK) on our client’s quarterly financial reports comparing performance vs
- Responsible for oversight of Turner's Human Resources, Benefits, PR and Corporate Marketing annual budget/ LRP and monthly forecasts ($75M+ operating / capital)
- Preparing ad hoc analysis for management to make key business decisions and meeting directly with VP level executives and their respective teams
- Additionally this position will be responsible for metrics analysis, variance analysis, scorecards, allocations and executive reporting
- Some experience in compliance or a related area (preferred)
- Tertiary education gained in Law, Business, Commerce or similar
- NCCP knowledge will be highly regarded
- Develop and maintain financial models to analyze corporate finance issues including credit metrics, interest rate swaps, liability management, and commodity risk
- Perform analysis for various ad hoc corporate finance projects (FX hedging, counterparty credit analysis, acquisition capacity)
- Assisting in origination of M&A and ECM transactions
- Experienced working on projects within a structured Project Life Cycle
- Act as the conduit between business & technology stakeholders and utilise specialist skills to elicit, interpret & analyse business requirements and devise solutions
- Review test evidence submitted by the test team for sign off and support the testers to form their test cases and execute efficiently
- Provide assistance to developers locally/remotely for clarification of business requirements and functional specifications
- Assist the project manager in planning & estimation process
- Experience in Web Services, Middle Ware, or similar technology
Analyst, Corporate Finance Job Description
- Create presentations related to capital for discussion with Board of Directors, senior management, counterparties/clients, ratings agencies and regulators
- 35% - Build and strengthen rapport with dealer body by effectively communicating credit decisions, rehashing deals, and providing prompt dealer service
- 25% - Maximize territory revenue and portfolio performance by balancing market penetration with sound risk management principles
- 15% - Maintain the buyer schedule for assigned territory and address burden inequities with the assistance of management as necessary
- 15% - Elevate territory level risk issues and strategic direction, stay abreast of constant changes in policy and procedure
- 10% - Decision deals and assist in overburdened queues as necessary
- Act as a first level of escalation on difficult deals and complex credit decisions
- Perform burden analysis within an assigned territory and make recommendations to management to address burden inequities
- Work with both Management and the Retail Underwriters to develop and implement strategic territory directives
- Perform Level 6 Supervisor Review's within assigned territory
- Experience in using Atlassian JIRA tools would be well regarded
- 3+ years SQL Server 2005/2008 knowledge – T-SQL, Tables, Views
- Bachelor’s degree demonstrating a well rounded academic background
- Certifications relative to specific area of concentration (CPA/CIA/Risk Management Certification)
- Strong financial modelling skills and interest to apply those skills to help a fast-growing internet business scale
- Excited to learn the operational details of how to scale a fast growing internet business, and work with business unit heads to translate business plans and insights into a financial model, and vice versa
Analyst, Corporate Finance Job Description
- Build complex financial models (i.e., Microsoft Excel) and conduct high-quality business, market, and competitor analyses
- Partner with M&A on Salesforce Effectiveness to drive a true relationship model
- Work with M&A and sales leadership to drive effective salesforce utilization
- Maintain “Deals Done Away” and “Auction Tracking” report
- Manage master Sponsor and Direct Client data base and related information
- Participate on weekly pipeline calls
- Work with Marketing for the planning of various marketing events, receptions, This includes the collection and maintenance of client invite lists
- Assist in maintenance of the Tombstone database / League Table process
- Research, identify and track overall sponsor/client activity
- Assist Team Leads in general information requests
- Initiative to propose and implement process improvements
- Must have excellent oral and written communication skills and be able to converse with all levels of management including the ability to relate key information in clear/concise manner
- Must be able to balance role of customer support with financial integrity
- Previous JPMC general ledger experience preferable – Merit BO, Oracle, CDGL, SAP
- Minimum 1-3 years experience in investment banking, credit investing, or private equity
- In-depth knowledge of the UK electricity storage market, specifically an deep understanding of enhanced frequency response services is favourable
Analyst, Corporate Finance Job Description
- Intercompany accounting & settlement on monthly basis
- Accounting for various receipts, Cash application for AR collection & non vendor payments
- Preparing of documentation for external/internal audit
- Support of rest colleagues related with travel & expense settlement, approval of purchase invoices
- Checkup of working progress account
- Addition of FA
- Backup for Chief accountant
- Evidence of excise and payments on time
- A minimum of 2-4 years’ experience in a commercially focussed or transaction environment
- Solid valuation and modelling skills with the ability to build and validate integrated financial models and DCF models
- Be highly numerate with well-developed due diligence, quantitative and financial modelling skills
- Have experience conducting research and creating pitch books in a clear and succinct manner
- Strong passion for learning
- Undergraduate degree (business/economics degree preferred, but not required) from strong academic institution
- 1-3 years of progressive financial experience in a multinational business
- Fluent in English, knowledge of German considered a strong asset
Analyst, Corporate Finance Job Description
- Ensuring that accurate profits are recorded by accruing / providing for unprocessed invoices / expenses at the end of each month and liabilities are recorded in the correct accounting period
- Establish and enforce policies and procedures
- Maintain financial industry knowledge by attending educational workshops
- Independently handle the client billing for US business and ensure accuracy and timeliness
- Liaison with Relationship Managers, Business Operations to ensure the accuracy of billing data and proactively address client/ business queries
- Involve in client contracting from a billing standpoint
- Prepare and record monthly revenue accruals and invoices, balance sheet reconciliations
- Would be responsible for preparing and monitoring budgets for BUs
- Prepare Management reports with variance analysis and value added matrix
- Discuss with the business heads on short term and long term plans and also provide them with reports as necessary
- Proven ability to work independently with a team, under pressure and with time sensitive deadlines
- Sound professional judgment, professionalism and integrity
- Able to work in a high performance culture
- Minor in Computer Science or Information Systems preferred but not required
- CPA is a plus MBA or desire to obtain either
- A bachelor's degree in business, finance, economics or engineering