Corporate Finance Associate Job Description
Corporate finance associate
provides line of business Compliance coverage to Investment Banking Coverage, M&A, ECM, DCM, Leveraged Finance, Corporate Banking.
Corporate Finance Associate Duties & Responsibilities
To write an effective corporate finance associate job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate finance associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Providing advice and technical research/guidance to multiple stakeholders covering multiple jurisdictions, to form an active and essential part of global automation strategy and implementation teams
Provide excellent client service to management for all financial aspects of the division
Assist team members in training and coaching
Define measurable objectives and development plans for direct reports
Prepare Compliance Finance EMR
Interact with functional Relationship Managers and business partners within the Compliance -P&A group
Conduct research and analysis of P&L (actual results vs budget, outlook or prior periods) and other financial metrics for the company’s clients and/or business lines
Participate in all aspects of the planning cycle
Identify and evaluate issues (including internal audit, regulatory and self-identified control issues) and coordinate across the organization to determine issue ownership, tracking of issue status
Facilitate discussion around issue root cause and identification of appropriate action plans and owners for the action plans
Corporate Finance Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Corporate Finance Associate
List any licenses or certifications required by the position: CPA, JD, MBA, PMP, MVW, GLRS
Education for Corporate Finance Associate
Typically a job would require a certain level of education.
Employers hiring for the corporate finance associate 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 Corporate Finance Associate
Desired skills for corporate finance associate include:
Corporate finance
Financial markets
Investment banking and institutional broker-dealer
Particularly with respect to investment banking and corporate finance
Products & processes
Relevant AML laws/regulatory requirements
Aspects of a sell-side and buy-side m&a advisory process
Establishing personal networks
Loan syndication and private placement of debt and equity products
MS Office applications
Desired experience for corporate finance associate includes:
Excellent PC skills primarily utilizing MS Office, with advanced proficiency in Excel and PowerPoint
Strong knowledge of corporate financial systems, such as Essbase, SAP & Business Objects
Knowledge of SDM (Strategic Dimension Maintenance)
Advanced technical skills in Excel and Access
Flexible to work EMEA shift
Practical experience in dealing with UK and EU VAT matters
Corporate Finance Associate Examples
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Corporate Finance Associate Job Description
Job Description Example
Our growing company is looking to fill the role of corporate finance associate. 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 finance associate
- Develop and implement liquidity and stress testing models
- Direct overall marketing initiatives (infomercials, e-mail campaigns, webinars, pitchbooks)
- Provide client demonstrations and on-boarding at conferences/meetings
- Advising our corporate, financial and private investor and government clients in a wide variety of complex and challenging transaction scenarios
- Providing in-depth analysis of the key commercial and financial aspects of organisations, in addition to assessment of their future strategic and financial plans
- Demonstrate an understanding of the key clients and industries within the Consumer & Healthcare sector and use this understanding to effectively identify and originate business opportunities from existing and prospective clients
- Provide in depth analysis to support credit applications for new financing transactions
- Assist in coordinating and executing bank business transactions with the relevant internal product groups and business functions
- Provide effective support to the Senior Director / Director in charge of Consumer & Healthcare and help them manage the overall client portfolio
- General support of ECFD’s ongoing business requirements
Qualifications for corporate finance associate
- Essbase, SAPCO, Clarity project tool knowledge a plus
- Bachelor Degree required (Finance, Economics major preferred)
- Computer proficient – MS Excel, MS Word and MS PowerPoint (MS Visio would be a plus)
- Transfer pricing experience would be helpful
- Minimum of 5 years of experience in project finance covering the power and infrastructure sectors
- The candidate must be self-motivated and able to thrive in an intense and energetic environment running multiple deals with multiple responsibilities
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Corporate Finance Associate Job Description
Job Description Example
Our company is growing rapidly and is hiring for a corporate finance associate. 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 finance associate
- Partner with the business in building plans and associated budgets/forecasts/variance analyses and assist in understanding the inputs to and conclusions that can be drawn from the analysis of performance vs
- Help drive process improvement and forecasting consistency across functions and identify opportunities to increase efficiency
- Contribute to automation projects and other initiatives
- Partner closely with the Enterprise Technology (ET) CFO organization to manage over $4B of expense allocations across the Firm
- Understand the Firm’s overall technology strategy
- Cultivate and maintain relationships with P&A teams around the Firm to ensure their full understanding of technology allocations
- Manage monthly ET allocation operations via SAP-CO and proprietary essbase environments
- Preparing the weekly and monthly BD3 forecast tracker submission including clear, concise commentary covering variance analysis and p&l drivers
- Quarterly Earnings Press Release process ensuring a seamless, timely and accurate flow of forecast and actual information to Investor Relations and Senior Management
- Assisting in the consolidation and analysis of Other Corporate forecasts and budget for use in management reports and presentations for the Executive Committee and the Board of Directors
Qualifications for corporate finance associate
- Finance background including the ability to interpret financial data and standard reports (e.g., balance sheet, income statement, ) and an ability to perform financial data analysis as required
- Strong presentation, written and oral communication skills including significant experience creating presentation content for senior audiences and conveying succinct analysis and conclusions in presentation materials
- Understanding and experience with debt capital markets’ and bank lending products and the roles and motivations of important constituents
- Understanding of analytical credit concepts and capability to translate those into marketing messages
- Ability to gather intelligence from public sources, piece together information, draw clear and concise conclusions and develop a recommendation
- Completed or undertaking a CA or CPA qualification (preferred)
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Corporate Finance Associate Job Description
Job Description Example
Our company is searching for experienced candidates for the position of corporate finance associate. 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 finance associate
- Provide input into an overall strategy around allocations across the Firm including but not limited to policy, infrastructure, and philosophy
- Develop regular reporting cadence to provide all stakeholders relevant and actionable information on a consistent basis
- Work closely with the allocations hub lead to reengineer the onshore/offshore working relationship
- Cultivate and maintain relationships with P&A teams around the Firm
- Other deliverables include quarterly ‘invoices’, mid-year forecast and budget roundtables
- 5+ years of business and intangible asset valuation experience, ideally gained in a consulting environment
- Outstanding report writing skills
- A strong market presence and/or desire to build a profile within the Sydney valuations community
- Completed a post-graduate qualification
- Preparation of teasers, information memoranda, management presentations
Qualifications for corporate finance associate
- A minimum of four (4) years of finance experience representing lenders or debtors in complex corporate loan transactions in a large law firm environment
- Advanced proficiency required in MS Excel and SharePoint
- A strong command of spoken and written English, other languages will be a plus
- Bachelor’s degree in Business Administration from an accredited college/university
- Source research mediums applicable to the client business
- Formulate market and industry trends, broad synopsis general conclusions
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Corporate Finance Associate Job Description
Job Description Example
Our company is growing rapidly and is hiring for a corporate finance associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for corporate finance associate
- Act as an Liaison to various groups including IAS program leads, finance, project managers, etc
- Apply critical thinking to various requirements
- Assist in the planning, budgeting, and forecasting for TC Technology costs, including variance analysis, headcount reporting and allocation of projects
- Provide additional reviews / enhance financial reporting
- Foster an environment of high collaboration with business constituents
- Provide strategic financial and operational insights
- Identify and analyze risk and opportunity considerations and potential impact on valuation and returns
- Perform frequent and complex ad hoc analytical assignments
- Reconciling general ledger accounts and withheld taxes to the tax informational forms monthly
- State Income Tax filings for non-life subsidiaries
Qualifications for corporate finance associate
- Extensive quantitative and analytical problem solving skills, including finance practices (modeling for budgeting and forecasting), accounting concepts (accruals, P & L Accounting and Fixed Asset Accounting) and preparing financial statements (P & L and Walkforward analysis)
- Ability to presenting complex financial concepts to a non-financial audience
- Computer literacy skills (Advanced Excel, PowerPoint, Word, Access, Hyperion/Essbase, SAP) and technical adaptability
- Financial spreadsheets/accounting knowledge
- Microsoft Office (Strong capabilities in PowerPoint, Excel & Word)
- Experience in the Regulated Utilities sector strongly preferred
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Corporate Finance Associate Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of corporate finance associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for corporate finance associate
- Management and oversight of Corporate Finance business resiliency plans in partnership with Business Resiliency Owners & Coordinators
- All facets of trade execution for bond and loan deals
- Supporting legal documentation
- Participation in marketing efforts, including preparation of client presentations and pitches
- Handling day-to-day client queries on all execution related matters
- Attending client meetings with senior bankers in the team
- Facilitating Committee meetings including appropriateness of attendees, agenda, materials and follow ups
- Supporting management with budgeting process
- Management of FCO business resiliency plans in partnership with Business Resiliency Coordinators
- Support all aspects of securitization lending and ABS transaction origination, execution, and portfolio management
Qualifications for corporate finance associate
- Accounting, finance, financial engineering and economics knowledge
- BA in Finance or Accounting with at least 3 years of relevant experience in financial services
- Driven person with strong focus on high quality results
- Strong understanding of internal controls, particularly RCSA and internal controls over external financial reporting (SOX)
- Proven ability to communicate effectively (both oral and written), with high degree of comfort communicating with senior management
- Experience in Regulatory Capital ( Basel and CCAR/DFAST) and Risk Management is a plus