Analyst, Corporate Finance Job Description
Analyst, corporate finance
provides recommendations to business areas on vendor management matters to ensure regulatory requirements are implemented into Company policies, procedures and processes.
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.
Sample responsibilities for this position include:
Annual targeting, planning and quarterly forecasting processes
Support the preparation, review, update and distribution of presentation decks used for the CRS Governance and Senior Stakeholder Review meetings assist in facilitation in those forums
Support the workstream on data compilation, summarization and analysis, document management metrics development and tracking
Responsible for the origination and execution of corporate finance related transactions (M&A, ECM & DCM)
Provide ongoing support to seniors within the team
A background in leasing with a strong interest in compliance
Tertiary education gained in a relevant subject
Proven ability to succeed in a complex stakeholder environment, with strong relationship building and influencing skills
Assisting in evaluating potential acquisitions, disposals and business development opportunities – this includes reviewing the business case against the strategy of the Line of Business, building valuation models and preparing the documentation to take the business case for approval at CFO, CEO level and eventually Board level
Preparing the financial models in support of these portfolio decisions
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:
Excel
Word and PowerPoint
Commercial products
Processes
Regulatory and technology requirements through audits and quality checks
Relevant legal
To ensure decisions are adequately documented
Academic coursework
Accounting
Business management related to category management
Desired experience for analyst, corporate finance includes:
Strong attention to detail in analytical assessments
High Proficiency in Microsoft Office Suite, Hyperion Essbase
Minimum 1-2 years working experience in an investment bank (Corporate Finance/Sector or M&A)
Fluent English & Mandarin speaker, Cantonese would be beneficial
Deal experience desirable
Ability and confidence to establish credibility and work with senior management
Analyst, Corporate Finance Examples
1
Analyst, Corporate Finance Job Description
Job Description Example
Our growing company is hiring for an analyst, corporate finance. 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 analyst, corporate finance
- 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
Qualifications for analyst, corporate finance
- 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
2
Analyst, Corporate Finance Job Description
Job Description Example
Our innovative and growing company is looking for an analyst, corporate finance. 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 analyst, corporate finance
- 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
Qualifications for analyst, corporate finance
- 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
3
Analyst, Corporate Finance Job Description
Job Description Example
Our company is growing rapidly and is looking for an analyst, corporate finance. 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 analyst, corporate finance
- 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
Qualifications for analyst, corporate finance
- 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
4
Analyst, Corporate Finance Job Description
Job Description Example
Our innovative and growing company is hiring for an analyst, corporate finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, corporate finance
- 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
Qualifications for analyst, corporate finance
- 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
5
Analyst, Corporate Finance Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of analyst, corporate finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, corporate finance
- 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
Qualifications for analyst, corporate finance
- 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