Analyst, Corporate Finance Resume Samples

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MW
M Weimann
Maritza
Weimann
54399 Liza Keys
Dallas
TX
+1 (555) 386 7812
54399 Liza Keys
Dallas
TX
Phone
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Experience Experience
Chicago, IL
Analyst, Corporate Finance
Chicago, IL
MacGyver Inc
Chicago, IL
Analyst, Corporate Finance
  • Reviewing and developing a hiring plan and org chart controlling salaries, compensation packages, headcount, hiring timelines
  • Contributing to the development and communication of proposals and advice to current and prospective clients
  • Supporting with company, industry, market and competitor research and due diligence
  • Establishing processes and procedures (Hiring, Purchasing, Contracts, etc.)
  • Assisting in the development of situation analyses, pitch materials, information memoranda, and investor presentations
  • Analyzing credit agreements and related debt agreements to help senior management identify distressed/special situation opportunities
  • Working within an engagement team, supporting both transaction advisory and execution
Chicago, IL
Financial Analyst, Corporate Finance
Chicago, IL
Kirlin-Leannon
Chicago, IL
Financial Analyst, Corporate Finance
  • Provide effective counsel and analysis to assist business units in meeting the established financial and operational objectives
  • Work closely with the corporate development, business development, accounting, legal and tax teams as well as Twitter’s various business teams
  • Perform financial analyses and provide deal evaluation support for M&A transactions and strategic partnerships
  • Help provide deal recommendations to executive management, highlighting strategic rationale, business drivers and risks
  • Assist with analyzing Leasing deals and providing approvals
  • Perform Close activities in support of month end analysis, scorecarding & forecasting
  • Prepare and distribute quarterly and annual reports for management, board of directors, and investors
present
New York, NY
Senior Analyst Corporate Finance
New York, NY
Bartoletti-Quitzon
present
New York, NY
Senior Analyst Corporate Finance
present
  • Assist with short and long term liquidity management including cash investments and forecasting
  • Support senior manager on capital structure planning for budget processes
  • Manage ad-hoc project requests and serve as lead analytical resource for Treasury related items such as capital structure analysis, board presentations, etc
  • Develop, maintain and monitor capital structure analytics and targets for the organization such as WACC, ROIC, budgeting etc
  • Manage the sourcing, structuring, negotiation and execution process for all capital structure related transactions
  • Support senior manager on capital structure plans for refinancings and acquisitions
  • Support senior manager on annual treasury plan and other capital structure presentations
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Northern Illinois University
Bachelor’s Degree in Finance
Skills Skills
  • Strong attention to detail in analytical assessments; experienced in developing and maintaining high quality work product and assessments
  • High capacity for analytical thought and the ability to solve complex business problems
  • Self-starter with ability to succeed in a dynamic and fast-paced environment
  • Excellent listening, verbal, and written communication skills and the ability to interact professionally with a diverse group, executive, managers, and subject matter experts
  • Solid quantitative and qualitative analysis skills with service orientation
  • The ability to adapt to a rapidly changing business environment
  • The ability to work independently and operate effectively in a cross-functional environment
  • Ability to collaborate with a cross-functional group
  • Proficiency in Microsoft Office Suite and Visio
  • Demonstrated ability to prioritize work and manage time in a deadline-driven environment
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15 Analyst, Corporate Finance resume templates

1

Analyst, Corporate Finance Resume Examples & Samples

  • Support business functions; gathering information; evaluating output requirements and formats
  • Maintain system protocols and configurations for one or more Corporate Finance system applications
  • Perform in-depth analysis of problems to resolution and as needed, escalation to management and/or vendor(s)
  • Provide user support services by building user confidence, including incident management, from tracking to problem resolution, and training users
  • Recommend improvement to systems functionalities and designing modifications
  • Construct process workflow diagrams and charts; writing functional specifications, user references, and procedures
  • Prepare reports by collecting, analyzing, and summarizing data, information, and/or trends
  • Contribute to team effort by accomplishing related results as requirements change
  • High capacity for analytical thought and the ability to solve complex business problems
  • Solid quantitative and qualitative analysis skills with service orientation
  • Excellent listening, verbal, and written communication skills and the ability to interact professionally with a diverse group, executive, managers, and subject matter experts
  • Strong attention to detail in analytical assessments; experienced in developing and maintaining high quality work product and assessments
  • The ability to work independently and operate effectively in a cross-functional environment
  • Minimum 2-3 years of work experience required, preferably in accounting and/or finance information systems
  • Proficiency in Microsoft Office Suite and Visio
  • Sharepoint 2013, Oracle Financials, Hyperion Essbase, and/or VBA experience considered a plus
2

Analyst, Corporate Finance Resume Examples & Samples

  • Top academic achievement
  • Analytical and data-driven critical thinking skills
  • Ability to collaborate with a cross-functional group
  • Self-starter with ability to succeed in a dynamic and fast-paced environment
  • Experience in quantitative analyses / financial modeling and interest in financial markets preferred
  • Prior experience in investment banking, consulting or other relevant field
  • Prepare analyses and presentations for senior management to inform decision-making and support the execution of significant transactions
  • Develop a deep understanding of debt capital markets and interest rate risk management
  • Build financial models to evaluate funding needs and capital structure solutions for our joint ventures (e.g., Shanghai Disney Resort, Hong Kong Disneyland, Disneyland Paris, A&E Networks, Hulu)
  • Actively participate in meetings with investment bankers and senior management
  • Drive holistic corporate real estate strategy and new initiatives
  • Build models to evaluate demand, financial returns and scenarios for potential growth initiatives
  • Drive qualitative and quantitative research efforts to support all analyses
  • Contribute critical thinking by interpreting outputs and considering implications
  • Help develop and deliver presentations for senior management throughout the Company
  • Partner with Marketing/Consumer Insights, Revenue Management, Imagineering and Finance to gather internal data and execute work plan
  • Some domestic and international travel required
3

Servicing Analyst, Corporate Finance Division Resume Examples & Samples

  • Troubleshoot/ resolve most problems independently as per Letter of Authority/ authority levels following policies, standard procedures and processing schedules and deadlines. Maintain appropriate audit trails
  • May problem-solve escalated issues from more junior staff, as appropriate
  • Escalate all unresolved processing problems to the appropriate level, as per guidelines, including system, software and hardware failures
  • Prioritize work in accordance with policy and severity of service impact to minimize financial/ customer impacts
  • Ensure receipt of appropriate approvals/ authorizations in accordance with P&Ps and controls
  • High school diploma or equivalent work experience
  • 1 to 2 years of related experience
  • Knowledge of standard desktop applications used by the business unit
  • Good knowledge and understanding of the business unit’s key products and services, processes and controls
  • Good understanding of risk and regulatory requirements of the role
  • Basic knowledge of departmental systems and applications
  • Good analytical and problem-solving skills
  • Good investigation skills
  • Good prioritization skills
  • Good customer service skills
4

Business Analyst, Corporate Finance Resume Examples & Samples

  • Partner with Corporate Tax, Legal and Compliance and support the Central team in working with the LOBs firmwide to complete the multi-year EPM program deliverables for FATCA changes being implemented
  • Support CRS (Common Reporting Standard) Tax Reporting workstream lead in regular status reporting for Senior Management as well as FATCA PMO. This includes status scorecard, LOB reviews and reporting of RAG ratings, key messages, issues, risks and open decisions
  • Support the Workstream Lead in maintaining the project plan and timeline for the program and tracking for progress/ completion to ensure program is on time with task and milestone deliverables
  • Support the preparation, review, update and distribution of presentation decks used for the CRS Governance and Senior Stakeholder Review meetings as well as assist in facilitation in those forums
  • Support the completion of Project Life Cycle deliverables that include documentation of Business Requirements, Design/ Approach, Operating Model, Testing/ Validation and Production Readiness
  • Support the workstream on data compilation, summarization and analysis, document management as well as metrics development and tracking
  • Support the maintenance, tracking and reporting of Action Items, Issues and Risks for the program
  • 1-3 years of Project management experience required including adherence to Project Life Cycle requirements (i.e. RACI matrix, Status reports, PLC guidelines, documentation, metrics tracking) for Scoping and Business Requirements, Design/ Approach, Operating Model, Testing, Production Readiness and Implementation
  • Knowledge and experience in financial, Tax, Reporting and Compliance preferred
  • Strong skills in MS Excel, MS Access and MS Project for Data Management and Project Planning
  • Strong skills in MS Powerpoint and Visio for Program presentations/ decks
  • Ability to function as a team
  • Detailed oriented, with the ability to manage multiple tasks while maximizing quality of service
  • Excellent written and verbal communication, interpersonal, technical and problem solving skills
5

Senior Analyst, Corporate Finance Resume Examples & Samples

  • Develop and enhance monthly and quarterly management reporting packages
  • Develop KPI and dashboards to summarize operational results
  • Perform in-depth analysis of revenue, costs, and allocations
  • Perform trend and variance analyses of financial data
  • Prepare financial presentations to support quarterly Senior Management Meetings
  • Compile and consolidate presentation materials for CFO, Departmental, and Regional Review meetings
  • Develop financial models to support ongoing projects
  • Self-starter, able to work independently with minimal supervision
  • High capacity for strategic thought and the ability to solve complex business problems
  • Solid quantitative and qualitative analysis skills with advanced experience in Excel and Excel Modeling
  • Successfully engage in multiple initiatives simultaneously
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executive, managers, and subject matter experts
  • The ability to adapt to a rapidly changing business environment
  • Minimum 5 to 7 years of related work experience required, preferably in private equity
  • High Proficiency in Microsoft Office Suite, Hyperion Essbase; Excel VBA a plus
6

Analyst, Corporate Finance Resume Examples & Samples

  • Creating a more structured and controlled environment
  • Establishing processes and procedures (Hiring, Purchasing, Contracts, etc.)
  • Reviewing and developing a hiring plan and org chart controlling salaries, compensation packages, headcount, hiring timelines
  • Creating performance KPI’s and a sense of accountability
  • Be an internal leader, driving the culture of the organization
  • Identifying continuous process improvements
  • Prior entrepreneurial experience
  • Prior experience managing operations, teams, projects
  • Strong preference is someone coming out of the tech sector
  • Minimum of 10 years’ experience
  • High octane, out of the box thinker
7

Analyst Corporate Finance& Advisory Solutions Resume Examples & Samples

  • Ensure the team can deal with all requests in time and in a professional manner
  • Support in further professionalism of the team i.e. in building comprehensive industry database; liaise with rating agencies; support senior members ECFD team in deal specifics & desk top research; design of deal templates & case studies
  • Support in industry specialisation - track key developments & deals, prepare industry overviews, analyse and present company strategies
  • Other duties as may be requested by the MD or Directors of CFA in support of ECFD’s ongoing business requirements
  • Desktop analysis skills and strong technical skill set
  • Mathematical and analytical skills, modelling knowledge and skills in corporate finance technique to – eg liquidity analysis, cash flow analysis, acquisition/divestiture analysis, ratings analysis, optimal capital structure analysis and all comparative analysis related thereto
  • Knowledge & application of external data sources – CapitalIQ, Bloomberg, Thomson1 etc
  • Solid understanding of the principles of corporate finance
  • Ability to interpret and analyse corporate accounts
  • Strong interpersonal and influencing skills both internal to the bank and external towards customers
  • Self motivating with the ability to lead and inspire others to perform
  • Computer Literacy
  • Time Management
8

Analyst Corporate Finance Resume Examples & Samples

  • Working within the CF team in Amsterdam with a focus on Dutch-linked M&A and ECM transactions
  • Assisting in the origination and execution of transactions, supporting in particular in the areas of preparing presentations, researching industry sectors and companies and financial modelling
  • Maintaining close ties with the departmental families within ING, including Structured Acquisition Finance, Event Finance, Corporate Clients and Corporate Investments
  • Problem analysis and judgment
  • Ambition/ Energy
  • Attention to detail (accuracy)
  • Literacy skills
  • Performance motivation
  • Perseverance
  • Fluency in business English is required and proficiency in Dutch preferred
  • Willingness to work in Amsterdam area
9

Senior Analyst, Corporate Finance Resume Examples & Samples

  • Must have a strong understanding of corporate finance concepts such as WACC, DCF, bond math; knowledge of valuation techniques and capital markets; basic grasp of, and desire to understand, the TRU capital structure
  • Corporate Finance strategy requires active participation in structured finance transactions. This includes understanding the structure of the transaction and analyzing the financial, economic and accounting impact. Examples include debt refinancing, hedging activity, and equity issuance. Special project assignments will require the ability to apply corporate finance theory to varying topics (e.g. Lease vs. Buy decisions or valuation work). Other projects include the identification of opportunities whereby current processes can be improved
  • Additional responsibilities will include the following: maintaining the monthly and annual global cash flow projections, updating schedules to support the accounting and financial reporting process, and developing presentations for Senior Management, Rating Agencies, and other external parties
  • This individual must have the ability to think of high-level ideas, challenge existing ideas and innovate. Other qualities include
  • Sees the "big picture"; considers impact of actions outside one's own area
  • Seeks information about activities outside of own area
  • Proactively seeks out information about change in the external marketplace and within the organization
  • Stays abreast of developments in journals, newspapers, and other sources
  • When acting as a representative of the department, the individual will be responsible for assessing all potential implications of the issues at hand as it relates to Treasury / Corporate Finance
  • Master of Business Administration is preferred
  • Corporate finance or Accounting experience strongly preferred
  • A team player that gets results by working with people as a problem solver and decisive decision maker
  • A person with a broad understanding of Finance with the ability to apply Finance theory to solve practical business issues
  • Excellent oral/written communication and presentation skills
  • Strong knowledge of application software (including but not limited to: spreadsheet, database, and graphics). Specifically, Microsoft Excel and Microsoft PowerPoint. Additionally, familiarity with using the Bloomberg Terminal and SAP Outlooksoft is a plus
  • Desire to gain an understanding of capital markets and TRU capital structure
10

Accounting Analyst, Corporate Finance Resume Examples & Samples

  • Journal entry preparation and processing for the monthly, quarterly and year-end close process and to ensure that financial statements are accurate and complete in all aspects, including accruals, amortizations and allocations
  • Perform analysis and reconciliations of relevant balance sheet accounts (and follow up on the reconciling items (Monthly/Quarterly)
  • Working with the outside auditors during the year-end audit
  • Oversight of Intercompany Ageing report and confirmation
  • Perform Corporate Property Tax allocations and analysis
  • Perform various finance and accounting ad hoc projects as assigned
11

Senior Analyst, Corporate Finance Resume Examples & Samples

  • Participate in the creation of complex financial models (working capital, liquidity, cash flow, pro-forma P&L/BS/CF statements) and provide analytical support for the development and execution of financing, investment and capital allocation strategies
  • Participate in managing the relationship with the existing bank syndicate(s) including creating presentations for lenders, investor requests, due diligence for new participants, and participating in the negotiation of amendments and refinances
  • Participate in the company’s Investor Relations activities including presentations for debt investors, research analysts, credit insurers, conferences, and investment banks
  • Provide support for rating agencies, analyzing draft reports and providing guidance as reports are published
  • Additional responsibilities will include the following: maintaining the monthly and annual global cash flow projections, updating schedules to support the accounting and financial reporting process, and developing presentations for Senior Management/Board of Directors
  • Master of Business Administration is required
  • Must have a strong understanding of corporate finance concepts such as fixed income, WACC, DCF; knowledge of valuation techniques and capital markets; basic grasp of, and desire to understand the TRU capital structure
  • Excellent oral/written communication and presentation skills; Superior analytical skills
12

Senior Analyst Corporate Finance Resume Examples & Samples

  • Regularly update capital structure and acquisition monthly and annual models
  • Prepare and analyze monthly, quarterly, and annual reports and calculations for compliance purposes
  • Support senior manager on capital structure plans for refinancings and acquisitions
  • Prepare and analyze interest rate risk management analysis and strategy
  • Support senior manager on capital structure planning for budget processes
  • Support senior manager on ratings agency updates
  • Support senior manager on annual treasury plan and other capital structure presentations
  • Certification (CTP) by the Association for Financial Professionals preferred
  • Flexible, team player
  • Strong desire to develop finance/treasury knowledge, both theoretical and practical
13

Senior Analyst Corporate Finance FP&A Resume Examples & Samples

  • Provides monthly reporting and analytics on various supply chain and related topics
  • Ensures that the OPC and other planning tools are properly updated
  • Works with the Supply Chain Finance team on various analytical projects as assigned
  • Provides analytical support on other business units as assigned
  • BS in business, finance, accounting or economics required
  • Experience in finance and accounting preferred
  • Proficiency in MS office (Excel, Word, Powerpoint)
  • Able to work independently and work in a multi-tasking environment
  • Highly organized with a strong attention to detail
  • Excel modeling skills preferred
14

Analyst, Corporate Finance Resume Examples & Samples

  • Gather and synthesize industry information from research sources including the Internet, trade publications, industry and equity analyst reports, and periodicals
  • Perform financial analyses on client companies, including comparable transaction and public company analysis
  • Use research and financial analysis to draft executive summaries, information memorandums and other marketing documents
  • Research and develop potential buyer, investor, and other target lists
  • Manage transaction logistics, including: Update web-based deal and contact management systems, develop weekly client status reports, administer electronic data rooms, presentation binding, and so forth
15

Analyst, Corporate Finance Resume Examples & Samples

  • Work directly with client senior management teams, board members and stakeholders throughout all phases of transaction advisory and execution, in both healthy and distressed situations
  • Prepare financial models and analytical support for M&A, restructuring & special situations, and transaction opinion deal teams
  • Analyzing credit agreements and related debt agreements to help senior management identify distressed/special situation opportunities
16

Analyst / Avp-analyst Corporate Finance Resume Examples & Samples

  • Perform and present at committees in-depth fundamental credit analysis effectively and comprehensively on a regular basis on issuers in a portfolio of corporate entities
  • Develop in-depth knowledge of the assigned sector and take thought leadership initiatives to enhance our analytics and high quality research impact
  • Build and maintain high quality relationships with the Senior Management at some of our rated entities
  • Write in-depth, high quality, insightful and focused research on credit trends, including annual credit reports, periodic credit opinion reports, special comments and short articles on current topics
  • Develop Moody’s franchise through intermediary visibility initiatives (e.g. investor one on one discussions, conference participation, media interviews)
  • Coach and develop support associates
  • Adhere to applicable codes of conduct, policies, procedures, regulations and best practices
  • Substantial credit/risk assessment experience including strong financial analysis experience, cash flow analysis and cash flow based lending techniques gained from a financial institution or audit firm
  • Strong knowledge and experience of corporate investment grade and high yield debt markets and an understanding of the key issues affecting these markets/the main players and key industry drivers
  • Excellent communication skills - able to communicate clearly and succinctly, both verbally and in writing
  • Strong understanding of loan/bond and other associated documentation, and experience of reviewing such
  • Strong quantitative aptitude including a robust understanding of accounting standards and proven analytical skills
  • Strong academic background at least equivalent to MSc in relevant areas
  • CIMA/ACCA/CFA professional qualification would be highly beneficial
  • Highly organised and efficient, with ability to multi-task and able to meet tight deadlines
  • Fluency in English and French is essential
  • Willingness to travel across the EMEA region
17

Analyst Corporate Finance Resume Examples & Samples

  • Very good bachelor or master’s degree in finance or business administration
  • Ideally 1-2 years experience in M&A / Corporate Finance / Private Equity
  • Very strong technical / analytical skills
  • Excellent command of MS Office, especially Excel and PowerPoint
  • Ideally very good command / knowledge of Bloomberg/ CapitalIQ/ Datastream/ ThomsonReuters
  • Fluency in both German and English is essential, working knowledge of French would be beneficial
  • Good user knowledge of Bloomberg / CapitalIQ / Datastream / Thomson / Reuters
  • Highly motivated and reliable self-starter, showing commitment for your work and team
  • Displaying strong client and quality orientation
  • Very good written and oral communication skills
  • Being well organised with superb attention to detail, also when working under tight deadlines
  • Willingness to learn and to take over responsibility
18

Analyst, Corporate Finance Resume Examples & Samples

  • Analysts will act as corporate finance generalists, working as part of our global investment banking team on a variety of engagements. Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit
  • Working within an engagement team, supporting both transaction advisory and execution
  • Assisting in the preparation of financial models and providing analytical support for merger & acquisitions, restructuring & special situations, and transaction opinion deal teams
  • Supporting valuations of a wide range of entities using valuation methods such as discounted earnings, discounted cash flow, market multiples
  • Assisting in the development of situation analyses, pitch materials, information memoranda, and investor presentations
  • Supporting with company, industry, market and competitor research and due diligence
  • Contributing to the development and communication of proposals and advice to current and prospective clients
  • Ensuring quality of client deliverables by having strong attention to detail
19

Analyst, Corporate Finance Resume Examples & Samples

  • Assist with the preparation of pitch presentations to prospective clients
  • Assist with data gathering, analysis and writing of Information Memorandas for merger, acquisition and financing transactions
  • Apply analytical skills in client data analysis and report development
  • Collaborate on cross-functional teams to deliver client service results
  • Respond to inquiries from members of the business community and general public concerning opportunities
  • Identify potential sources and the markets in which we compete for potential clients and refer them to the Senior Vice President and Director
  • Assist with the development of qualitative and quantitative analysis resulting from information obtained through research and client consultation
  • Formulate market and industry trends; broad synopsis as well as general conclusions
  • Prepare technical based analysis, which may be in the form of projections, forecasts and/or models
  • Identify competitive issues and performance indicators on both a macro and micro level specific to the target market
  • Produce, design and compile accurate, succinct reports and correspondence
  • Assist preparation of internal and external presentations
  • Accountable for a highly developed level of customer service ensuring that customer needs and requests are responded to in a timely, accurate and professional manner
20

Financial Analyst Corporate Finance Resume Examples & Samples

  • Experience in investment banking required
  • Bachelor's Degree in Accounting/Finance or related discipline
  • Strong analytical capabilities and excellent verbal and written communication skills
  • A fundamental understanding of valuation theory, methodologies and applications
  • Strong financial and computer (Excel, Word, and PowerPoint) skills
21

Financial Analyst, Corporate Finance Resume Examples & Samples

  • Bachelor’s Degree or 4 year equivalent
  • Intermediate Microsoft Office Suite user
  • Capacity and willingness to learn the business, new systems, and new processes
  • Ability to meet multiple reporting deadlines in a fast paced, growth environment
  • Capable of thriving in a team-oriented environment and enjoys partnering with other finance teams
  • Prior financial analysis experience with a retail REIT or Real Estate
  • Previous experience in a finance role
  • Experience with JDEdwards (E1) a plus
  • Prior experience with a financial system such as TM1 or Hyperion Planning/Essbase
  • Experience with VBA
22

Analyst Corporate Finance B Resume Examples & Samples

  • The incumbent will be a part of the Corporate Accounting Team. This position will primarily support the accounting function and will be responsible for ensuring seamless process delivery
  • The job would entail one or more of the following activities like accounting support for generation of journal processing, reconciliations, monthly reports, audit support/ Business Support queries, etc…
  • This position will be required to support various accounting and reporting initiatives undertaken from time to time and accordingly, the job role may undergo a change, to align with those initiatives
  • Insure timely preparation of General Ledger Reconciliations in ARM
  • Preparation of Schedules and provide audit support to internal and external auditors
23

Analyst, Corporate Finance Resume Examples & Samples

  • Build models to perform a discounted cash flow analysis and market approach to value companies and securities
  • Build three statement models to perform solvency analyses
  • Meet with client management as part of due diligence process with engagement team
  • Assist in the preparation of presentation materials and reports for clients
24

Senior Analyst, Corporate Finance Resume Examples & Samples

  • Responsible for preparing budgets and forecasts to support business guidance
  • Responsible for creating budgeted balance sheets and cash flow for corporate forecasting
  • Drafts preliminary consolidated budgets by partnering across finance to collect financial information
  • Creates forecasts to provide planning information to support company budgets
  • Provides insight by producing preliminary budgets to support business review and buy-in
  • Supports budget adjustments and reforecasting to meet the needs of the business
  • Utilizes historical financial data to develop budget and forecasting models
  • Applies regulatory requirements for Jurisdiction to provide budget and forecasting accuracy
  • Performs on-going budget review and forecasting to provide current performance trends to support communication to NGUK
  • Utilizes knowledge of U.S. GAAP, SOX, SEC requirements and IFRS in analysis and scenarios
  • Responsible for supporting financial and non-financial controls to meet business requirements
  • Business and financial forecasting
  • Budget consolidation
  • General Accounting
  • Data collection and review
  • U.S. GAAP, SOX, SEC requirements and IFRS
  • Cross-functional business partnerships
  • Bachelor’s preferred with a minimum of 3 years in business or data analysis
  • Experience in budgeting and forecasting activities
  • Experience researching and collecting financial data for accurate budgeting
  • Demonstrated business forecasting
  • Background in utility service business activities
  • Advanced computer skills in MS Excel, MS Word, MS PowerPoint and MS Access; SAP preferred
  • Excellent written / oral communication skills, follow-up, and negotiation skills
25

Analyst, Corporate Finance Resume Examples & Samples

  • Perform research and industry analysis, assist senior bankers in idea generation of potential M&A transactions
  • Assist in developing financial models, perform valuation relating to M&A activities and other corporate finance mandates
  • Assist in preparation of key transaction documents, such as teasers, information memorandum, valuation materials, circulars and other materials upon requests
  • Provide daily support on mandated transactions, including the due diligence process, documentation process, working group coordination, client relationship maintenance, etc
26

Analyst, Corporate Finance Resume Examples & Samples

  • ​Update the Long-term financial model (Integrated Model) on a monthly basis with latest interest rate assumptions from Global Insight
  • Partner and coordinate with Treasury, Corp revenue team and Sr Finance mgmt. to ensure financial models are updated with most current assumptions
  • Run various financial scenarios using the Integrated Model
  • Work with all Business Unit finance managers to consolidate and explain revenue and expense variances
  • Ad Hoc analysis as needed for CEO, CFO, SOC, Board of TDA
  • Responsible for gathering data for the Monthly Operating Report (MOR) which is distributed to the SOC and TD Bank
  • Responsible for gathering data for the Quarterly Board Decks, including initial deck slides
  • Maintain and distribute our daily P&L projection report to SOC
  • Monthly external metrics
  • Perform monthly interest analysis that is used by the Senior Mgr. to help explain major variances to senior management of Finance
  • Loading of data into Hyperion such as: FTEs, cash flow, balance sheet, shares, etc
  • Provides data used to support TD Bank (MTO, monthly P&L, etc)
  • Provides data for the CBU document including ownership for a numbers of pages
  • Verifies numbers in CEO/CFO scripts, earnings tables, slides & fact sheet
  • Provides the first draft of expense bridges
27

Analyst, Corporate Finance Resume Examples & Samples

  • A minimum of two (2) years of professional experience
  • Direct experience with financial transactions (debt and equity issuance and corporate M&A)
  • Understanding of the basic principles of corporate finance; financial accounting and acquisition and merger analysis
  • Ability to build financial models to support Mergers and Acquisitions and Capital Market analysis
  • Ability to combine pieces of information to form general rules or conclusions even among seemingly unrelated events
  • Proficient with Microsoft Word and PowerPoint
  • Investment banking and/or private equity experience
  • Experience using Bloomberg
28

Senior Analyst Corporate Finance Resume Examples & Samples

  • Conduct analysis and present recommendations on corporate finance initiatives and transactions to executive leadership which could include: asset financing options, cash management and investments and share buy-back programs
  • Manage the sourcing, structuring, negotiation and execution process for all capital structure related transactions
  • Assist with short and long term liquidity management including cash investments and forecasting
  • Maintain internal and external relationships with crewmembers, financial institutions, law firms and trustees
  • Report and ensure covenant compliance for all Treasury related agreements
  • Lead corporate finance periodic reporting in conjunction with accounting, tax and legal teams
  • Manage ad-hoc project requests and serve as lead analytical resource for Treasury related items such as capital structure analysis, board presentations, etc
  • Develop, maintain and monitor capital structure analytics and targets for the organization such as WACC, ROIC, budgeting etc
  • Bachelor’s Degree in Business Administration, Finance, Economics, or Accounting
  • Three (3) years Corporate Finance or related experience
  • Ability to manage multiple projects simultaneously, meet tight deadlines and prioritize workload
  • Excellent written and verbal communication skills including experience interacting with executive leadership
  • Proficient in Microsoft Office suite; Advanced Excel and PowerPoint skills
  • Strong analytical and presentation skills
  • MBA or CPA
  • Five (5) years Corporate Finance or related experience
  • Previous airline finance or Treasury experience
  • Prior experience in capital intensive industries, particularly asset purchasing and financing
  • Ability to develop new ideas and creative solutions
  • Must be an appropriate organizational fit for the JetBlue culture, that is, exhibit the JetBlue values of Safety, Caring, Integrity, Passion and Fun
29

Analyst, Corporate Finance Resume Examples & Samples

  • 3-4 years previous experience in either a high-yield, bank loan or leveraged finance team
  • Ability to efficiently analyze credit with strong quantitative and analytical skills
  • Experience on the buy-side with either high-yield or institutional loans a plus
  • Completion or progress towards CFA designation preferred, MBA a plus
  • Self motivated with the ability to work independently in a fast-paced environment
  • Strong credit acumen and burning desire to succeed
  • Undergraduate degree with a strong academic record from a leading university. All concentrations considered given level of industry experience