Corporate Finance Director Job Description
Corporate Finance Director Duties & Responsibilities
To write an effective corporate finance director job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate finance director job description templates that you can modify and use.
Sample responsibilities for this position include:
Corporate Finance Director Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Corporate Finance Director
List any licenses or certifications required by the position: CPA, CFA, FP&A, CPIM, PMP
Education for Corporate Finance Director
Typically a job would require a certain level of education.
Employers hiring for the corporate finance director job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, MBA, Economics, Business, Business/Administration, Management, Education, Performance, Engineering
Skills for Corporate Finance Director
Desired skills for corporate finance director include:
Desired experience for corporate finance director includes:
Corporate Finance Director Examples
Corporate Finance Director Job Description
- Draft comment letters on proposed accounting standards
- Prepare and disseminate information on new and emerging accounting and reporting matters to stakeholders
- Coordinate implementation of new accounting standards
- Represent Firm in relevant industry groups and with accounting standard setters and regulators
- Lead long-term financial planning company-wide including income statement, balance sheet and cash flow
- Build a high performing team capable to deliver a 11 Billion dollar business by 2020
- Prepare pitch books, market analyses, post-meeting follow-ups, data gathering for near-term and longer-term initiatives
- Research areas where firm can differentiate itself from the competition, communicate and present findings to team
- Develop marketing case studies dedicated to a specific sector or company for an upcoming or prospective meeting
- Maintain relevant databases
- Experience preparing executive and BOD level presentations
- Outstanding problem solving skills and demonstrated intellectual curiosity
- Demonstrated ability to synthesize complex financial and operational results in presentation materials and communicate insights effectively
- Experience driving change in financial tools and reports
- Highly collaborative approach with emphasis on leadership development
- High energy and passion for FP&A desire to be in central role with significant senior level exposure
Corporate Finance Director Job Description
- Lead Finance Business Partner support across the US CA Board of Directors and participate in the extended leadership team of the US SMSP business and Field Sales Leadership Team
- Lead team to drive reporting & analysis for the rhythm of the business for both organizations, including revenue/business scorecards, monthly biz reviews, marketing & Opex reviews
- Collaborate with US CA business team and MSNA finance team to support business as needed, including ad hoc reporting and special projects
- Lead cross-segment annual budget, mid-year review, forecast for US CA
- Consult business owners on appropriate finance and accounting treatment and ensuring consistency with corporate policies
- Provide regular and insightful revenue performance insights and analytics to senior business leadership team
- Participate in cross team initiatives (finance, sales excellence, sales leadership) to drive process improvements & efficiencies
- Collectively across team, engage in Big Impact projects that will drive business success and align to your personal development interests and play a key leadership role in cross B&S finance initiatives
- Play a critical role in relevant US Integration efforts - Field Sales budgeting, forecasting, business reviews
- Assisting in the process of delivering high quality client service
- Assist in preparing responses to regulatory inquiries and examinations from the SEC, FINRA, and other regulators
- Financial modelling expertise, supported by strong quantitative and qualitative analytical abilities
- Bachelors degree or equivalent in Finance, Economics, Business, or a related field
- Strong academic record in third level qualification, accounting exams and practicing environment
- Ability to ensure excellence in written and oral reporting by the Transaction Support Team
- Ability to efficiently direct the preparation and review of due diligence reports tailored to the needs of the client and the firm on a case-by-case basis
Corporate Finance Director Job Description
- Day to day project management of transactions
- The preparation and appraisal of business plans, information memoranda and spreadsheet based financial models, indicative valuations etc
- Working across the Financial Services sector on the execution of buy-side and sell-side transactions
- Day to day management of transactions which includes responsibility for delivery of information memoranda, management presentations, valuation analysis and taking responsibility for preparation of information and client communications
- Primary contact for the client on a day to day basis on transactions
- Valuation work including financial modelling such as DCF and LBO analysis
- Taking a lead role in driving forwards marketing and business development opportunities including developing market insight materials and managing the development and preparation of client proposals
- Engaging with the senior team in relation to the development and implementation of team strategy
- Coaching and mentoring more junior team members
- Managing the compliance and regulatory requirements of a transaction on a day to day basis
- Analyze financial performance and provide valid explanations for variances
- Top-rate financial executive with a minimum of 10 years of progressive public company accounting, financial reporting and audit experience
- Develop and own consolidated media reporting, monitor actual spending vs
- 5-10 years of experience in a marketing finance role at a large company, finance/accounting experience at a media agency or in the media industry, or consulting, strategic support, process development/implementation experience with a focus on media is required
- 5-10+ years of relevant financial services industry experience (corporate lending) with solid achievements in developing business, negotiating, structuring and closing syndicated transactions
- University degree or equivalent commercial lending experience
Corporate Finance Director Job Description
- Parsing vast amounts of available information to find correlations, causes and effects, to generate predictive analyses
- Creating, analyzing, and reporting aspects of subscription businesses, including backlog,signings, renewals, pricing, and sales compensation design
- Supporting all aspects of budgeting, forecasting, and internal management reporting
- Learning and suggesting improvements to the strategic budgeting process, workflows, and related system outputs and usage
- To develop and maintain global relationships with US Healthcare companies
- Oversee consolidated Corporate function and elimination reporting, forecasting and planning
- Financial oversight of the Enterprise self-insured health benefits program, encompassing annual benefit pricing, expense analysis, forecasting, and budgeting
- Manage capital and investment spend processes for the corporate functions, ETG, and GSO, including the development of the annual budget, quarterly forecast, approval process, business case design and post mortem review
- ECFD has ultimate responsibility for the internal and external management of the designated relationships providing overall industry coverage in respect to supporting clients that are relationship managed locally in our regional offices
- Assist with developing and managing a project’s scope, timeline, tasks, resources and time/cost estimate
- Extensive business development experience
- Outstanding experience in portfolio and relationship management
- Experience in making effective client presentations
- In-depth business acumen, preferably for a wide array of industries
- Build relationships, effectively communicate and drive consensus among peers and colleagues across wide variety of lines of business (Front, Middle, Back Office) and Corporate Sector functions, including Internal Audit
- Ability to manage a staff (both directly and via matrix), including identifying and hiring, mentoring employees in a timely manner
Corporate Finance Director Job Description
- Contribute to the Segment Talent Development process to maximize engagement and develop a succession plan
- Manage operational risk events
- Lead BAU control activities, including Business Resiliency related activity and recertification
- Lead process reviews to identify, enhance and track remediation of all risk issues/control gaps
- Ensure all ORM tools are maintained and updated
- Specified projects related to Investor Relations, including (i) conducting research and analyses related to competitors, (ii) conducting research and analyses related to shareholders, and (iii) assisting with the preparation of investor presentations and related or similar materials
- Run Corporate Development (Mergers and Acquisitions and Corporate Venturing)
- Work with senior execs on helping to chart / drive investment strategy push creation of more holistic strategies in new megatrend / diagonal areas, technology roadmaps
- Leadership and execution around preparation and communication required analytics to explain changes in the allocation dollars and drivers to the finance leadership teams at each LOB and Functions
- Interpretation and presentation of financial reports around expense allocations to Corporate Sector leadership such as the Chief Operating Officer, Chief Administrative Officer and CFO for Corporate Sector
- Four or more years Financial Advisory deal experience
- Exposure to working within and an interest in the industrial sector, ideally with some sub-sector expertise
- Business development capabilities, with a track record in initiating and maintaining contacts and relationships with target companies and VCs/lawyers/banks
- Strong presentation skills and experience of meeting with and pitching to potential clients to win work
- Negotiation skills in relation to the M&A, financial and legal aspects of deals
- Ability to coach, manage and mentor junior team members