Corporate Finance Senior Job Description
Corporate Finance Senior Duties & Responsibilities
To write an effective corporate finance senior job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate finance senior job description templates that you can modify and use.
Sample responsibilities for this position include:
Corporate Finance Senior Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Corporate Finance Senior
List any licenses or certifications required by the position: CPA, CFA, FP&A, CPIM, CA, MBA
Education for Corporate Finance Senior
Typically a job would require a certain level of education.
Employers hiring for the corporate finance senior 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, Economics, MBA, Business, Business/Administration, Engineering, Education, Management, Business/Management
Skills for Corporate Finance Senior
Desired skills for corporate finance senior include:
Desired experience for corporate finance senior includes:
Corporate Finance Senior Examples
Corporate Finance Senior Job Description
- Maintain required internal documentation of evaluated transactions/accounting issues noting compliance and/or resolution
- Update SPE’s accounting policies and procedures, such as for newly issued GAAP
- Provide accounting expertise as needed for special projects or in conjunction with growth opportunities being considered by the company
- Prepare Global General Services Finance EMRs
- Interact with functional Relationship Managers and business partners within the Global General Services -P&A group
- Co-ordinating the various CAF group management reports, including performing review and analysis, preparing individual management reporting packs for TRM businesses
- Liaising with CAF finance and business contacts both locally and offshore
- Taking responsibility for regulatory data for TRM businesses, including liaising with the Regulatory Reporting team
- Reviewing various monthly balance sheet reconciliations
- Providing business decision support to CAF Finance Team Leaders and assisting with business restructures, new initiatives and projects
- Exposure to working with various project management methodologies, including Waterfall and Agile
- Exposure to the Oracle e-business suite, in particular Lease Management
- Exposure to other financial systems
- Tertiary qualifications in a business or IT related field
- Asset Finance experience
- Liaising with internal and external auditors for reporting periods and subsidiary audit process
Corporate Finance Senior Job Description
- Applying business, economics, finance, accounting and analytical skills to various client situations and practice disciplines
- General (Communications / Coordination / People Oversight)
- Prepare monthly journal entries for investments, fixed assets, net asset release, bank accounts
- Mentor Junior Staff Accountant to ensure quarterly financial compliance packages
- Prepare financial reports for external partnerships
- Preparation of periodic reporting
- Assist with annual audit process, tax and reg reporting, Finance Committee reports
- Overall leadership and coordination for your accounts, creating excellent relationships with key decision makers
- Oversee and perform research related to engagements document management, referencing from source documents to analysis, and file preparation
- Supports the strategic planning process for each of our corporate accounts by analyzing current business relationship and identifying and quantifying potential new areas of business
- Minimum 2 years' experience in a professional accountancy firm
- Develop business requirements in conjunction with SME's and business analyst
- Identify and implement process improvements across various teams / applications
- Process excellence support and continuous improvement framework & implementation
- Develop operational framework and ensure delivery of system solutions that meets the requirements of users and technology cost management
- Act as the Lending Data Integrity Officer (DIO)
Corporate Finance Senior Job Description
- Leads the development of corporate-wide proposals and incentives structured to gain customer share of wallet
- Recruits, retains and develops high-performing Finance team
- Prepare bank reconciliation and other account reconciliation in order to complete reporting packages for monthly closing
- Prepare tax reports submitting to Revenue Department including VAT, PND 3, 53 and 54
- Prepare invoices and tax invoices to our clients
- Prepare the audit file for audit process
- Provide administrative support for the svp, corporate development & business alliances by managing calendaring, meetings, travel and other administrative duties
- Work cross-functionally with other executive assistants and admin’s to coordinate and prioritize scheduling requests
- Organize and schedule on-site and virtual team meetings, visitor appointments and team activities often working with confidential information
- Perform financial, ratio and comparable company analysis, financial and cash flow modelling and valuation
- Strong command of financial statements, including P&L, Balance Sheet & Cash Flow
- Proven experience using financial planning systems and tools
- Financial services experience - ideally within corporate banking or business banking, knowledge of corporate lending products highly desirable
- Excellent presentation skills - ability to summarise potentially difficult concepts into key points
- CPA license highly preferred
- Candidate must exhibit initiative, executive presence and the ability to work well in a team environment
Corporate Finance Senior Job Description
- Preparation of draft reports, presentations and correspondence
- Reviewing work product, financial statements, models and reports for accuracy and completeness
- Following progress of engagement, updating Directors, Senior Directors, Managing Directors and Senior Managing Directors
- Preparing complex cash flow projections to model business processes or actual or hypothetical transactions
- Understanding, synthesizing and analyzing large amounts of data associated with complex restructuring, due diligence and litigation cases
- Providing technical expertise and experience at an advanced level
- Assisting in developing business strategies for turnaround and profitability improvement
- Identifying and developing opportunities to enhance relationships with existing clients/contact
- Delivering presentations on the spectrum of services to potential clients
- Demonstrating support in advancing company and segment objectives of profitability, professionalism and teamwork with staff and clients
- Valuations & financial modeling experience
- Mining or energy and resources sector experience advantageous
- Experience with IFRS is a plus
- Leverage technical expertise to guide clients on relevant parts of Corporate Finance mainly due diligence and transaction advisory services , divestitures, acquisitions, financing
- Identify potential sources and the markets in which we compete for potential clients and refer them to the President of Corporate Finance
- Assist in preparation of internal and external presentations
Corporate Finance Senior Job Description
- Design of Balance Sheet and Income Statement structure and the determination of appropriate methodologies used to calculate results
- Assurance that profitability information is meaningful and appropriate for the intended uses
- Coordination with owners of each methodology not directly managed by the group
- Coordination with the owners of all profitability reporting systems across the enterprise including OFSAA, RPMS, Sunview, and the Marketing Data Mart
- Collaboration with the three Segment CFOs who are responsible for understanding and articulating the business need for profitability data and providing oversight over their respective Segment’s use of such data, in order to ensure enterprise alignment with the performance measurement framework
- Develop and/or maintain documentation and user manuals for the financial performance measurement framework, along with associated policies and procedures
- Articulate vision for future state multi-dimensional profitability system to replace disparate profitability systems and fill gaps in coverage of various product and client portfolios
- Assisting in the origination of Corporate Finance transactions across the Power, Utilities and Infrastructure sector
- Leading/assisting in the execution of Corporate Finance transactions across the Power, Utilities and Infrastructure sector
- Leading in the preparation and pitching of presentations for clients, investors and the broader investment community
- 6 years of professional experience (at least 3 must be in project management-PMO)
- Fully qualified accountant (CIMA, ACCA ICAEW or equivalent)
- Good knowledge of computer skill
- A minimum of 10 years of relevant experience with increasing management responsibility
- MBA in Finance from a nationally recognized program, CFA and/or CPA strongly preferred
- Proven team player who is comfortable with consensus decision-making