Corporate Financial Analyst Job Description

Corporate Financial Analyst Job Description

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Corporate financial analyst provides financial and analytical support to Capital Markets and Wealth Management Operations, including assist in the analysis and reporting of monthly/quarterly financial information, forecasts and plans.

Corporate Financial Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Continuously streamline Excel processes to eliminate inefficiencies and improve results
Participate in the annual budget and monthly forecasting process working closely with the Information Technology senior leadership team including the EVP Technology and Business Processes to develop the annual Global Information Technology spend
Additional ad hoc and special projects as required
Consolidate budgets and forecasts from sales channels and corporate departments to provide a total company view
Prepare comprehensive financial reporting package for senior management on a monthly basis
Generate monthly and quarterly financial statements for senior management review
Generate consolidated financial summaries, broken out by business unit, comparing Actuals, Budget, and Forecast
Develop BPC budget input templates for FP&A teams and business partners
Perform key forecast processes, including warehousing allocations, and forecasting of non-operating items
Perform FX analysis, assessing the impact of foreign currency changes on international business units

Corporate Financial Analyst Qualifications

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

Licensing or Certifications for Corporate Financial Analyst

List any licenses or certifications required by the position: CPA, MBA, CMA, PM

Education for Corporate Financial Analyst

Typically a job would require a certain level of education.

Employers hiring for the corporate financial analyst 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, Business, Economics, MBA, Education, Business/Administration, Management, Financial Analysis, Graduate

Skills for Corporate Financial Analyst

Desired skills for corporate financial analyst include:

Accounting
CostPoint and Hyperion
Corporate finance and information analysis
Excel
Financial forecasting and diagnosis
Financial markets
Financial markets function and the impact of economic figures and national/regional/global events on markets
Microsoft PowerPoint and Excel at an advanced level
Working in manufacturing environment
Bank’s reporting process and presentation software

Desired experience for corporate financial analyst includes:

Minimum of 1 to 3 years’ relevant experience
CPA or requirements met for certification is preferred
Experience in multi-national public companies is preferred (Experience in software industry a plus)
Ability to prioritize workload, perform in a fast-paced global environment and work overtime during peak times such as quarter-end
Drive the end-to-end annual budgeting quarterly and monthly forecasting cycles
Successful candidates will have high attention to details excellent analytical and communication skills

Corporate Financial Analyst Examples

1

Corporate Financial Analyst Job Description

Job Description Example
Our company is looking for a corporate financial analyst. 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 corporate financial analyst
  • Serve as one of the primary liaisons between the corporate FP&A department and the US overhead departments
  • Work with corporate overhead departments to complete the operating budget, long range plan and monthly forecasts
  • Analyze and provide commentary on budget/forecast to actual variances
  • Create both financial and nonfinancial reporting packages presentations for senior management and Board of Directors
  • Prepare backup schedules every quarter in preparation for earnings release
  • Work with executive management on miscellaneous ad hoc reports and requests
  • Develop strong partnership and trust with Business Technology Partners, function heads, customer groups, and the Strategic Planning Office
  • Maintain a working knowledge of all teams, their operations strategies, challenges and resource needs
  • Author clear, concise, executive level analytics and reports
  • Assist with identifying and implementing operational improvements and business process
Qualifications for corporate financial analyst
  • Experience with SAP, BPC and Business Objects is a plus
  • Experience with relational databases and SAP required
  • Exhibits critical thinking skills
  • MicroStrategy or other BI (Business Intelligence) experience preferred
  • Strong (and current) technical knowledge of US GAAP required
  • Previous experience with Hyperion systems preferred
2

Corporate Financial Analyst Job Description

Job Description Example
Our growing company is hiring for a corporate financial analyst. 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 financial analyst
  • Consolidates inputs and reports results to Sr
  • Partners with Treasury on Capital reporting and forecasting
  • Supports annual capital planning process in partnership with VP, Finance and VP, Treasury
  • Tracks monthly project spending and generates monthly reporting vs approved spending amounts
  • Partnering with senior management to provide analysis with varying levels of complexity, including lease vs
  • Serves as a project lead managing multi-step complex projects or several smaller less complex projects simultaneously
  • Provides timely, accurate, and meaningful periodic and ad hoc reporting and analysis to support effective decision-making
  • Serves as a department leader for group of less experienced financial analysts providing mentorship and guidance regarding best practices
  • Support the preparation of the annual budget, monthly and quarterly forecasts, and outlook while building appropriate models to assist with analysis and reporting
  • Provide thorough analysis and investigation
Qualifications for corporate financial analyst
  • Ability to interact and effectively communicate to senior management and teams of diverse nationalities
  • Strong collaboration skills and the ability to influence and drive results without formal authority
  • Sound judgment and ability to learn quickly and adapt to new situations
  • Supporting key portions of the company’s free cash flow forecast
  • Supporting corporate-level financial decision making on topics such as capital structure, foreign currency exposure, pricing and profit targets
  • Performing financial scenario analysis to support senior management’s strategic decision makin
3

Corporate Financial Analyst Job Description

Job Description Example
Our growing company is looking for a corporate financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for corporate financial analyst
  • Adopt to change with a continuous improvement approach to ensure reports, processes, and systems evolve with the changing requirements
  • Maintain existing reports, process documentation, and data models to ensure integrity of information being reported
  • Build rapport with cross-functional teams while producing high quality output
  • Assist with ad hoc analysis and reporting as required
  • Partner with Supply Chain, Corporate Controller’s Group, Treasury, Tax and Operating Segments to obtain the forecast input and to understand the main drivers for the changes in working capital and balance sheet metrics including invested capital and ROIC
  • Analyze monthly variances between actual results, current estimate, plan and prior year
  • Supports the financial planning, forecasting and reporting for the enterprise
  • Involved in quarter-close activities including earnings release documents, management reporting, and board of directors presentations
  • Distribution of monthly financial packets to leadership
  • Validation of financials and financial systems, in conjunction with variance analysis
Qualifications for corporate financial analyst
  • Excellent interpersonal skills and proven ability to interact with business partners, including senior management
  • Proven ability to execute, multi-task, prioritize, own and follow through on challenging tasks, and work through tight deadlines and high-pressure situations
  • Previous financial planning and analysis experience helpful, but not required
  • Corporate Finance, Consulting, or Big 4 experience helpful, but not required
  • Related experience in financial services helpful, but not required
  • Hyperion/Essbase experience helpful, but not required
4

Corporate Financial Analyst Job Description

Job Description Example
Our company is looking to fill the role of corporate financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for corporate financial analyst
  • Financial reporting to Board of Directors, senior management and business partners
  • Support of quarterly earnings releases
  • Analysis of the progress towards achieving strategic goals
  • ROI modeling
  • Benchmarking competitors' financial performance
  • Analysis of corporate spending against forecast and budget
  • Reporting package preparation for Financial Review meetings
  • Financial integration of acquired entities
  • General support (ad hoc special projects, financial process improvements, spend pattern and business trend analysis)
  • Consolidate Data
Qualifications for corporate financial analyst
  • Ability to learn by doing and quickly adapt to a fast-paced multinational environment
  • Team player with excellent communication skills required
  • 4-7 years of experience in a FP&A position
  • Strong relationship building skills with business partners
  • Baan ERP knowledge
  • Strong track record of going after cost reduction opportunities
5

Corporate Financial Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking for a corporate financial analyst. 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 financial analyst
  • Consult with internal customers in “Change” initiatives that leverage technology to increase efficiency or provide data needed by the Services Finance organization
  • Identify and lead continuous improvement efforts for the systems that we manage
  • Review, analyze, and manage large data sets to produce supporting schedules for financial disclosures
  • Prepare journal entries and supporting documentation for loan-related activities
  • Create reconcilements of various general ledger accounts using the Blackline platform
  • Design deliverables for presentation to senior management including company-specific analysis and pro forma financial models
  • Document and support all internal control procedures performed
  • Ensure that financial records are in compliance with established policies and procedures
  • Respond timely and accurately to inquiries from a variety of internal and external sources for the purpose of resolving problems and / or providing additional information
  • Prepares and analyzes expense budgets and allocation methodologies
Qualifications for corporate financial analyst
  • Superior interpersonal and communication skills with the ability to deal with people at all levels of the organization in a professional and competent manner
  • Solid understanding of financial statements (P&L, Balance Sheet, Cash Flow statements) and consolidation adjustments
  • Willing to work extended hours when the business requires such as quarter end and year end
  • Experience working with PeopleSoft Financials and Hyperion Financial Management/Hyperion Strategic Finance or other consolidation tools is considered an asset
  • 3 to 5 years relevant analysis experience
  • CPA- Certified Public Accountant or similar certification preferred

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