Associate, Corporate Finance Job Description
Associate, corporate finance
provides guidance on journal entry reclassifications, allocations and corrections for our corporate expenses through the performance of self-directed research, consideration of Generally Accepted Accounting Principles (GAAP) and review of relevant financial data.
Associate, Corporate Finance Duties & Responsibilities
To write an effective associate, corporate finance job description, begin by listing detailed duties, responsibilities and expectations. We have included associate, corporate finance job description templates that you can modify and use.
Sample responsibilities for this position include:
Prepare financial statements under relevant local GAAP (UK GAAP)
Identify, track, and resolve credit risk data quality issues
Manage multiple large, complex projects including program oversight and execution (Governance, Project Plans, Stakeholder/Communication Plans, Requirements, Testing, Design, Issue/Risk identification and resolution, project resourcing, project budget, status reporting)
Facilitate production of BAU operating models
Gather business requirements through a variety of techniques
Ensure team members are utilizing the appropriate techniques to collect requirements (e.g., workshops, work sessions and interviews), and that the project team is developing a common understanding of the requirements
During the build and test phases for projects, confirm test plans and test cases have the appropriate granularity and have traceability back to business requirements
During the build phase, oversee the development of the detailed Test Plan
During UAT, provide coordination of defect investigation and resolution
Manage multiple large, complex projects including program oversight and execution (Governance, Project Plans, Stakeholder/Communication Plans, Requirements, Testing, Design, Issue/Risk identification and resolution, project resourcing, project budget)
Associate, Corporate Finance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate, Corporate Finance
List any licenses or certifications required by the position: CPA, JD, MBA, PMP, MVW, GLRS
Education for Associate, Corporate Finance
Typically a job would require a certain level of education.
Employers hiring for the associate, 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, Business, MBA, Economics, Business/Administration, Engineering, Education, Management, Graduate
Skills for Associate, Corporate Finance
Desired skills for associate, corporate finance include:
Financial analysis
Generally Accepted Accounting Principles
Excel
GAAP
Corporate finance and accounting principles and terminology
Accounting and finance
DCF and other valuation methodologies
Word and PowerPoint
Microsoft Excel
LBO
Desired experience for associate, corporate finance includes:
Evaluating the impact of various transactions and new products
Participating in strategic projects in Korea in the Asia region
Investment banking experience required (preferably within a Financial Institution Group team)
Support existing (Senior) Directors and (Associate) Director in all pitch efforts & execution of increasing and more challenging deal flow
Support in further professionalism of the team in building comprehensive industry database
Knowledge & application of external data sources – CapitalIQ, Bloomberg, Thomson1
Associate, Corporate Finance Examples
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Associate, Corporate Finance Job Description
Job Description Example
Our company is growing rapidly and is hiring for an associate, 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 associate, corporate finance
- Preparation of rules in SAP system
- Prepare Absorption reports, Inbounds & outbound report
- Interact with functional Relationship Managers and business partners with Corporate P&A & LOB CFO's
- Have a general understanding of flow through items of income, expense, gains, losses and credits
- Coordinate, implement, and over time be responsible for creating outreach opportunities focused on existing issuer relationships
- Organize and/or attend events targeted towards Corporate Treasurers and CFOs
- Maintain current awareness of market conditions, trends, and developments in corporate debt markets
- Managing the client experience by putting our customers at the centre of everything and providing a positive representation of our brand
- Take full ownership of client queries and use your knowledge and expertise to overcome challenges and achieve the best outcome for our clients
- Monthly portfolio reporting
Qualifications for associate, corporate finance
- Experience in a Market Risk / Principal Risk / Product Control area
- Strong quantitative and analytical background with an understanding of Traditional Credit, Securities and Derivative instruments
- Strong communication and presentation skills to be able to communicate at all levels
- Ability to work with and influence colleagues and peers without direct authority, to partner effectively with colleagues from different lines of businesses/divisions
- Experienced in written and verbal communication with tax authorities
- ICAEW or CIOT qualified (or equivalent foreign qualification)
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Associate, Corporate Finance Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of associate, 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 associate, corporate finance
- Work with other groups as part of the customer relationship management and business development functions
- Work as part of an integrated team on strategic planning and execution of the firm’s CCAR and DFAST balance sheet and liquidity projections and related exercises
- Drive analyses on the business impact of recent regulatory and industry developments related to CCAR
- Assist in drafting written sections of the CCAR and DFAST submissions
- Manage the Risk and Control Self-Assessment (RCSA) for RCMO, including the Corporate Capital Stress Testing (CCAR/DFAST), Basel Measurement and Analytics, Regulatory Capital Policy and Oversight and Capital Controllers groups
- Stay up to date on Firm wide requirements for RCSA, SOX and CCAP programs
- Plan and track RCSA , CCAP and SOX activities for the year and participate in discussions with management around the plan and status
- Assist management in determining if process documentation is adequate and provide insight when processes are evaluated, redesigned or enhanced
- Focus on key liquidity management duties including currency mismatch / funding management
- Monitor liquidity/funding risks relating to the firm’s business activities, including trading, financing, and operational activities
Qualifications for associate, corporate finance
- A newly qualified professional with a recognised accounting and/or tax qualification
- An individual focussed on operating within and enhancing the existing tax risk and control framework
- Experience of working in a tax department of a US investment bank an advantage
- Experience of Alphatax and Onesource Corporation Tax software
- Skilled in Essbase for financial data preferred
- Experience in database structures (preferred)
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Associate, Corporate Finance Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of associate, corporate finance. 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 associate, corporate finance
- Balance sheet and RWA forecasting and analysis for Other Corporate
- Develop relationships with outside groups (Firmwide P&A, Investor Relations, Corporate Financial Reporting, ) to collect and provide information for use in presentations and reports
- Conduct research using both primary and secondary sources
- Organize and conduct projects and services in real estate valuation analysis, industry research and related investigative services
- Collaborate with other advisory service professionals the audit, and tax service lines in a team environment
- Work closely with partners, managing directors, managers and seniors on client service, practice development and new business development activities
- Pursue a professional designation in the real estate valuation field, such as the Appraisal Institute, state licenses
- Provide expertise on projects for processes related to Wholesale Credit and Liquidity Risk Management
- Partner closely with Corporate P&A/CFO teams and LOB P&A/CFO teams to provide information regarding allocation results, methodologies, and processes including monthly, quarterly, and annual commentary
- Drive the creation of a metrics database to capture the 500+ drivers of allocations to improve transparency to the beneficiaries of Corporate services
Qualifications for associate, corporate finance
- Qualified to be registered under SFC in relevant regulated activities
- Advanced proficiency of Business Objects (Webi or Rich Client)
- Preferably 1-2 years of experience in Investment Banks or M&A / corporate finance or valuation & modelling departments of reputable advisory firms and sector companies
- Solid practice in valuation & modelling
- Professional Certification completed or in process (ACCA or CFA) will be an advantage
- Creativity, open-mindness and confidence
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Associate, Corporate Finance Job Description
Job Description Example
Our company is looking for an associate, corporate finance. 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 associate, corporate finance
- Facilitating organization-wide cross functional process to compile worldwide financial projections of marketed products and pipeline programs
- Performing company sum-of-the-parts valuation analysis and quantifying BIIB’s projected shareholder value creation under various scenarios
- Analyze data and identify and communicate key elements of the LRP to illuminate executive level management regarding strategic opportunities and critical issues as they relate to the financial trajectory of the company
- Preparing presentations to the Board of Directors and senior management, to guide business decisions
- Assisting in the preparation of public filings and other internal and external communication documents, including financial analyses for the quarterly earnings release and call
- Support reconciliation process for monthly and daily liquidity risk and wholesale credit operations process
- Partner with project teams to support all infrastructure development and testing as necessary
- Suggest and implement controls to improve efficiency & accuracy of existing processes and reporting
- Analyze large data samples in a limited time frame on a recurring basis
- Preparation of monthly MIS report for Firm-wide CAO and Operations CFO teams
Qualifications for associate, corporate finance
- Develop qualitative and quantitative analysis resulting from information obtained through client records/discussions
- Establish and enhance processes, and make key contributions to the successful achievement of the organization’s goals and objectives
- Develop and maintain strong relationships with a variety of individuals including multiple senior leaders in corporate
- Manage annual budget process, periodic forecasting, month-end close, management reporting
- Participate in the creation of business cases and spending requests
- Bachelors Degree in Finance, Commerce, Accounting or a related field
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Associate, Corporate Finance Job Description
Job Description Example
Our growing company is hiring for an associate, corporate finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate, corporate finance
- Gain a thorough understanding of the Regulatory reports or schedules to be produced, the underlying products included in each of the reports or schedules, and the individual data elements specified in the requirements
- Test that all of the required data elements are populated in the source system feeds as expected
- Perform valid value and like to like attribute testing as appropriate
- Reconcile data to the ledger
- Review and test line-item aggregation logic for each schedule, including inter-schedule reconciliation logic where appropriate
- Reconcile aggregation results to actual filings
- Perform ad-hoc testing and other research as requested
- Requires keen ability to analyze large volumes of data, diagnose issues and roadblocks, solve problems creatively and drive towards resolution
- Execute debt trades (loans and bonds) for clients across Asia
- Due diligence of clients and markets
Qualifications for associate, corporate finance
- Financial modeling skills, including strong foundation in Corporate Finance theory
- Knowledge of corporate finance, capital markets, derivatives and risk analysis
- Undergraduate degree (business/economics degree preferred, but not required) and/or MBA from strong academic institution
- Three years of relevant work experience (credit underwriting, debt structuring and syndication, or lending experience preferred, but not required)
- A degree and a professional accounting qualification
- Two to four years of investment banking experience