Corporate Analyst Job Description

Corporate Analyst Job Description

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Corporate analyst provides analysis on key business drivers and leading indicators utilizing appropriate statistical capabilities available in current financial systems.

Corporate Analyst Duties & Responsibilities

To write an effective corporate analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Prepares financial analyses and other financial reports
Performs detail, weekly and monthly work assignments in the areas of general ledger, financial reporting, budgeting, and forecasting to assist management in making financial decisions
Being involved in all aspects of financial policy administration and compliance
Compiles data for accounting and financial reporting
Support the development of financial plans including, sales, profit, and inventory for representatives from Merchandising, Planning, Storeline, and Finance
Actively participate in the due diligence process for new financing transactions by analyzing company filings, financial statements, diligence reports, equity / credit research, , attending management presentations and diligence calls
Analyze companies’ business models, financial projections, deal structures, industry dynamics and investment merits through direct collaboration with peers from Investment Banking, Leveraged Finance, Risk Management and various other internal product partners
Consolidate, analyze and report monthly, quarterly and annual financial results for the US and International businesses and compare against key performance indicators such as Plan, historical results and other specified benchmarks
Provide analysis for and assist in preparing financial presentations for senior leadership meetings including Executive Leadership Team decks
Drive key initiatives in support of the financial objectives

Corporate Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Corporate Analyst

List any licenses or certifications required by the position: CPA, ITIL, CFA, SII/CISI, IAQ/IOC, CA, FRM, IAQ, IOC, CECRL

Education for Corporate Analyst

Typically a job would require a certain level of education.

Employers hiring for the corporate 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, Business, Education, Financial Services, Economics, Management, MBA, Business/Administration, Interpretation

Skills for Corporate Analyst

Desired skills for corporate analyst include:

Statistical software packages
Statistical software packages and proven experience of applying multivariate statistical techniques?
Balance sheet analysis
Corporate Banking
Country drivers of company fundamentals
Distressed asset valuation
Econometrics / macro strategy
Financial
Financial products
Financial services

Desired experience for corporate analyst includes:

Updating existing global accounting policies and procedures
Preparing new policy documentation as needed
Performing US GAAP research as needed
Providing technical support to subsidiaries
Maintaining Chart of Accounts and providing guidance as needed
Coordinating Sarbanes-Oxley controls testing and certification processes quarterly

Corporate Analyst Examples

1

Corporate Analyst Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of corporate analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for corporate analyst
  • Spread and monitor clients’ historical financial performance
  • Provide support to the CFO and Finance team on OSSA financial reporting, consolidation, various analysis
  • Conduct ongoing special projects and financial analysis
  • Entering journal entry data such as cash disbursements, investment tax credits, assets sold or scrapped, charges to subsidiaries, into computerized closing system
  • Develop and maintain reports to identify and resolve issues (inventory analyses, price studies, and the measurement of marketing events) at both a store and product level
  • Create detailed models to project clients’ future cash flows and credit ratios
  • Gather and analyze trends in qualitative and quantitative data
  • Analyze deal structures
  • Prepare and present credit recommendations
  • Compile data through due diligence and prepare comprehensive credit reviews that analyze transactions and client risks
Qualifications for corporate analyst
  • 1+ years of experience working in a Corporate Investment Banking or Capital Markets environment
  • Minimum Bachelors in Finance, Accounting or business degree
  • Advanced computer skills, particularly in Excel, Word and PowerPoint
  • Minimum three years of professional accounting/tax experience
  • Understanding of gross profit and operating profit
  • Excellent numeracy and organisational skills
2

Corporate Analyst Job Description

Job Description Example
Our innovative and growing company is hiring for a corporate 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 analyst
  • Formulate various templates and financial reports utilizing big data and business intelligence tools
  • Financial analysis and review of periodic reporting filed with U.S. banking regulatory agencies
  • Collaborates with internal team to align cross-property and Corporate analytics initiatives with business strategy
  • Supports communication, review, and strategy recommendations, priorities, and progress with SVP – Analytics and business partners
  • Manages Human Resources responsibilities for the specifically assigned areas
  • Preparing state and municipal corporate income and franchise tax returns
  • Preparing extensions and quarterly estimated tax calculations
  • Ensuring all compliance deadlines are met
  • Assisting with monthly account reconciliations
  • Assisting with reconciling and calculating fixed asset depreciation
Qualifications for corporate analyst
  • Bachelor's Degree in Finance, Accounting, Management (with a concentration in Finance) or Economics from an Accredited University or College or a minimum of 1 year of financially focused work experience (investment banking experience preferred)
  • Currently enrolled in a Bachelor's or Master’s degree program in Finance, Accounting, Business Administration or Management (with a concentration in Accounting, Economics or Finance), Economics or other degree (with a minimum of four Junior and/or Senior level courses in Accounting, Economics or Finance) from an accredited university or college
  • 1-2 years of experience in an analysis or finance role is preferable (new graduates with exceptional experience will be considered)
  • Currently enrolled in a Bachelor's or Master’s degree in Finance, Accounting, Business Administration or Management (with a concentration in Accounting, Economics or Finance), Economics or other degree (with a minimum of four Junior and/or Senior level courses in Accounting, Economics or Finance) from an accredited university or college
  • Minimum cumulative undergraduate or graduate (if applicable) GPA of 3.3
  • Coordination with Corporate accounting, payroll and human resources in gathering the required accounting information to calculate the Corporate unallowable cost and allocation methodology
3

Corporate Analyst Job Description

Job Description Example
Our company is looking to fill the role of corporate 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 analyst
  • Coordinate with business unit support teams on the development of further enhancements of the Performance Management process and tools
  • Interfaces with IT Groups to identify and document business requirements, new application requirements and information needs
  • Capturing trades in system for Front Office and pass on to be verified
  • Input daily float rates into system for trade update
  • Responsible for confirming settlements with clients and paying agents
  • Tracking disputes and resolving in a timely matter
  • Liaise with clients/ Front Office to ensure that settlements are properly executed
  • Provide analytical support to the executive team by conducting analyses, reviewing spreadsheets and identifying trends
  • Support the team with executive-level presentations by adding/editing content, embedding charts/tables, revising information and customizing content for the target audience (executives, customers)
  • Administrative support would include phones, calendar management and expense reports
Qualifications for corporate analyst
  • Advanced subject area expertise (e.g., industry or function)
  • Excellent analytical and quantitative skills, strong writing and communication skills and commitment to obtaining outstanding results
  • Excellent academic records (Master's or MBA degree)
  • Proven ability to execute and deliver on commitments and drive change
  • Able to work with all levels of the organization, including executives through staff
  • Ability to work on own initiative taking instruction from others
4

Corporate Analyst Job Description

Job Description Example
Our innovative and growing company is hiring for a corporate 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 analyst
  • Analyze and review financial data in GL, including invoices against budgets/ forecast to ensure validity, accuracy and completeness
  • Become a Subject Matter Expert in the Company’s Workday Expense application and corporate expense policy
  • Assist with the updates of expense programs Concur/Workday configurations, and audit rules to comply with Corporate Card and T&E guidelines, procedures and company policies
  • Assist as needed with internal and external audits and projects for the Corporate Travel and Expense Program
  • Support various teams using the Concur Travel and Expense application and Global Corporate Travel Program
  • Assist Corporate card administrator
  • Provide consultative support and coaching to other analysts across all business functions
  • Develops business insights based on analysis of results, and communicate key findings to various members of management to facilitate data-driven decision-making
  • Assists in the development of measurement processes/methods for assessing progress towards goals and project outcomes
  • Leads efforts to define business and systems requirements including documenting processes, business requirements and resulting technology needs
Qualifications for corporate analyst
  • At least 1 year of experience within relevant field
  • Intermediate proficiency in Microsoft Excel, allowing for the effective combinations of multiple functions
  • Advanced knowledge in developing slide presentations with Microsoft PowerPoint
  • Fundamental understanding of data collection, basic statistics, statistical measurement tools and data analysis
  • Proficiency in basic Microsoft Suite (Excel, Word)
  • Bachelors or Master degree in Accounting, Finance or related field of study is required
5

Corporate Analyst Job Description

Job Description Example
Our company is looking to fill the role of corporate analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for corporate analyst
  • Provide customized corporate research services to all attorneys, legal assistants, and support staff
  • Utilize appropriate fee based, print and online resources in the areas of law and business to provide excellent practice support in a timely and cost effective manner
  • Use project management and planning skills to prioritize competing assignments, work within recognized budgetary constraints and consistently meet tight deadlines
  • Publish curated current awareness e-newsletters to keep corporate practice groups in the know
  • Manage digital content for practice specific intranet research pages
  • Assist with other research tasks and projects, as required
  • Manage and maintain the accuracy of the BRT and seek to improve the efficiency of the BRT process and tool
  • Oversee the Trade Performance Bonus reporting and dashboards that provides TMAR and DM visibility of their performance
  • Monitor, analyze, and report market information and performance to drive actionable consumer insights on market trends and business opportunities
  • Develop key brand performance trackers that satisfies the business requirements to monitor and drive the business forward
Qualifications for corporate analyst
  • Experience in strategy development and implementation, either in a leading strategic consultancy or an industrial blue-chip strategy function a plus
  • Bachelor’s Degree in Accounting or Finance with minimum 2 years of corporate tax experience
  • 0-3 years of accounting or finance experience (General Ledger preferred)
  • Advanced Excel skills, including V-lookups, index-match and macros required
  • Experience working with and comparing data sets, databases and reporting, required
  • Minimum of 1 year large firm experience preferred

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