Corporate Finance Analyst Job Description
Corporate finance analyst
provides support for users of existing ERP systems to solve production and maintenance problems in the areas of Finance/Accounting (AP, AR, GL, Fixed Assets, etc.).
Corporate Finance Analyst Duties & Responsibilities
To write an effective corporate finance analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate finance analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Building, maintaining and analyzing financial projections for the purposes of capital and strategic planning
Assisting in the capital raising process by working with investment bankers and legal counsel
Creating presentations for Board of Directors, rating agencies, lenders, borrowers, investors
Developing financial and portfolio analyses quarterly and on an ad hoc basis for senior management
Work with the middle office to ensure contract bookings agree between front and back office systems and ultimately the general ledger
Work with the businesses helping to ensure the understanding of monthly P&L
Provide analytical and modeling support for investment opportunities
Assist in the development and management of internal financial analysis and reporting on the company’s various businesses
Evaluate various financing opportunities
Communicate with partners to facilitate resolution of outstanding items
Corporate Finance Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Corporate Finance Analyst
List any licenses or certifications required by the position: CPA, CFA, ITIL, MBA, III, CA, CMA
Education for Corporate Finance Analyst
Typically a job would require a certain level of education.
Employers hiring for the corporate finance analyst 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 Corporate Finance Analyst
Desired skills for corporate finance analyst include:
Relevant finance tools and systems
Identifying risks and in implementing controls
Relevant SAP modules
Accounting and financial reporting
Accounting principles
Algeria Accountancy
Capital structure optimization
Debt products
ERP equivalent
Fixed income concepts
Desired experience for corporate finance analyst includes:
Knowledge of the full
Range of finance functions with business product knowledge a plus
Qualifications (By experience)
Initiative, proactive approach, ownership, responsibility – must be self starter and able to manage key relationships across split locations
Basic understanding of traditional banking products
Ability to build and maintain partnerships within the various product aligned businesses and across other accounting groups
Corporate Finance Analyst Examples
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Corporate Finance Analyst Job Description
Job Description Example
Our growing company is hiring for a corporate finance analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for corporate finance analyst
- Perform business, financial and operational analysis to impact results and support senior level decision-making
- Prepare weekly/monthly commentary, business results & analysis for senior management
- Assist in review/analysis of diligence information
- Develop and implement global and regional capital, liquidity and funding risk management policies
- Write and maintain the firm’s Capital Management Policy in partnership with other areas of the firm
- Assess capital adequacy and make capital action recommendations to senior management and the firm’s Board of Directors
- Determine appropriate subsidiary capital levels
- Execute daily share repurchase requests and work other areas of the firm to set quarterly targets
- Monitor capital metrics relating to the firm’s business activities
- Analyze new business initiatives and products to assess their capital requirements
Qualifications for corporate finance analyst
- Minimum of two years experience in Corporate Treasury or within financial industry
- Experience in Finance (including Controllers, Operations, Project management) preferred
- Must have a strong understanding of corporate finance concepts such as fixed income, WACC, DCF
- Preparation of an update regarding status of bank relationships based on the data collection from all Branches of the Group Preparation and monitoring of the Corporate Treasury budget
- Solid experience in a publicly traded/multi-national in nature environment
- Minimum of 2 years of investment banking or private equity
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Corporate Finance Analyst Job Description
Job Description Example
Our growing company is hiring for a corporate finance analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for corporate finance analyst
- Escalate employee performance issues to the Underwriting Manager as you become aware of negative or positive trends
- Perform daily section management, work-flow management, and turn-around time analysis
- Maintain comprehensive and updated dealer profiles within assigned territory
- Work with the group strategy team to evaluate market entry/exit options into new/non-core markets
- Conduct research into strategic growth areas and potential acquisition targets
- A commercial mind-set, able to hone in on the key points from complex data sets
- Expert analytical skills, understanding business context and commercial markets to translate into strategy and financial planning
- Ability to face-off with credibility to vendors/acquirers, and to exert influence over internal colleagues in finance and the broader business
- Excellent communication skills, explaining complex issues succinctly in both verbal and written form
- Responsible for complete and up-to-date salesforce data, including pipeline accuracy
Qualifications for corporate finance analyst
- Degree holder or above and / or with additional professional qualifications in Accountancy or Law
- At least 3 years' relevant experience preferably gained in the investment banking industry
- Good knowledge about financial market and corporate finance activities
- Experience in Takeovers Code related transactions is preferred
- Candidates with transaction Advisory experience gained at sizeable audit firms will be considered
- Strong project management, marketing negotiation and problem solving skills
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Corporate Finance Analyst Job Description
Job Description Example
Our company is looking to fill the role of corporate finance analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for corporate finance analyst
- Assist in proposal, PIC (pre investment committee) and pricing model preparation
- Maintain and update various coverage lists using CapitalIQ and other available resources
- Assist in the preparation of client transaction marketing material including pitch book development and other marketing initiatives
- Administration of bank account and credit cards
- Preparing of documentation for transfer pricing
- Preparing of recurring payments of rents (storages, copy machines, flats)
- Preparing of regular reports to Czech Statistical office and Czech National Bank
- Pre-posting of part purchase invoices (FI)
- Regular reconsolidations and solving of mismatches
- Preparing of posting of internal documents
Qualifications for corporate finance analyst
- At least one year of relevant work experience (credit underwriting, debt structuring and syndication, or lending experience preferred, but not required)
- Proven accounting, finance, financial modeling and analytical abilities
- Very strong work ethic and careful attention to detail
- Experience working with the Technology, Media, & Telecom (TMT) Business Sector
- Proficiency with FactSet or CapitalIQ, Bloomberg, and Microsoft
- Office preferred Series 79 & 63 preferred
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Corporate Finance Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of corporate finance analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for corporate finance analyst
- Experience with research tools (S&P Capital IQ, Bloomberg )
- Some leadership experience or a desire to manage a small team
- Completed, progressing towards completion or an interest in completing a post-graduate qualification
- Indirect tax return preparation and submission GST, VAT, stamp duty for various APAC entities
- Create, support, prioritize and execute strategic initiatives across Aaron’s
- Conduct comprehensive analysis of complex data, with focus on developing actionable insights
- Develop strategic insights based on internal and external data and business analysis, including but not limited to analysis of markets, customers, and businesses
- Gather and distill competitive information and market analysis to create ideas and recommendations that may involve changes to the company’s operating practices and market focus
- Use financial analysis and other quantitative and qualitative techniques to assess a broad array of business issues and distill them into key items and proposed actions
- Calculate monthly allocations and charge back department’s costs to business stakeholders served by the department
Qualifications for corporate finance analyst
- Familiarity with debt capital markets, financial statement analysis and corporate credit rating analysis
- Bachelor degree in Business Administration or Commerce preferred
- Minimum of two (2) years accounting experience preferably in a related role
- Knowledge of Great Plains or similar accounting software
- Strong organizational, interpersonal and communication (written and oral) skills
- Excellent attention to detail and consistent high level of accuracy
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Corporate Finance Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of corporate finance analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for corporate finance analyst
- Exhibit an understanding of data metrics pertaining to all aspects of Finance, to be able to analyze and interpret trends
- Perform all other adhoc reporting to support management for special projects
- Coming up with value add matrix structure to analyze and present BU’s cost structure and areas of improvement
- Work closely with other areas within Controllers, both in Singapore and globally, with other divisions
- Client interaction and process / relationship management at multiple levels
- Valuation analysis and financial modeling participation
- Coordinate with regions/functional units globally to complete monthly/quarterly close, resolve issues and perform other analyses/projects
- Prepare reporting packages for management, which include consolidated results packages
- Assist in preparation of SEC footnote disclosures
- Dentify/correct inconsistent data, solve problems and develop new methods of analysis
Qualifications for corporate finance analyst
- Experience in Finance Analysis
- Previous internship experience in related field preferred
- A minimum of 2+ years experience in financial analysis, modeling, budgeting and business planning in Corporate Finance / FP&A at either a high-growth tech startup or a large, well-established company
- At least 5+ years of previous Auto Finance Retail Underwriting experience preferred
- Candidate must possess a full understanding of all aspects of the Auto Finance business (Consumer, Commercial, CSG, Funding, Remarketing, Servicing...etc.)
- Automotive experience including sales, strategy development, project leadership