Example Corporate Finance Analyst | Toptal® (2024)

Corporate finance analysts are a driving force behind a company’s goal to maximize shareholder value. They specialize in the finance division within a company in the areas of financing, capital structuring, and investment decisions.

Corporate Finance Analyst Job Description Template

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Company Introduction

Write a short and catchy paragraph about your company. Make sure to provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and everything else that you think makes your company a compelling career choice.

Job Description

As a corporate finance analyst, you will report to our Director of Finance. You will be responsible for analyzing key business performance metrics and identifying internal organic performance improvement opportunities. Additionally, you will work with the Director of Finance to assess the balance sheet to determine the best plan of action for capital structuring (e.g., refinancing, raising debt/equity) as well as investment decisions (e.g., what our highest ROI projects are). As someone with strong financial acumen and the ability to turn numbers into insights, you will be a pivotal team member expected to help maximize shareholder value.

Responsibilities

  • Provide executives with clear insights on drivers of business growth, risks, and opportunities.
  • Gather and assess financial results. Prepare financial reporting deliverables and explain trends and business drivers. Uncover areas that are underperforming.
  • Execute financial due diligence projects on both the buy- and sell-side.
  • Determine appropriate valuations of investment projects through detailed analysis (e.g., modeling ROI, IRR, payback period).
  • Strive for increased shareholder value through your internal and external assessments and recommendations.

Skills

  • Education: A bachelor’s degree in Business, Finance, Economics, or similar
  • 2+ years of financial analysis experience in investment banking, management consulting, financial planning, and/or corporate strategy
  • Experience creating financial models within a corporate finance setting
  • Experience developing analytical frameworks and communicating financial concepts
  • The ability to spot patterns from numbers

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By Elizabeth J. Howell Hanano, CFA

Example Corporate Finance Analyst | Toptal® (2024)

FAQs

What do corporate finance analysts do? ›

Corporate financial analysts typically work within an organization, helping to support management decisions by providing actionable financial information. They monitor financial statements, expenses, taxes, and other financial detail to cull out where the company makes money.

What is an example of a job title in corporate finance? ›

Common corporate finance positions titles include financial analysts, who work to interpret the data and create reports; directors of finance, who work to ensure everything is in order in the team; finance managers, who oversee the creation of advice for maximizing profits and decreasing losses; CFOs, who speak ...

What is corporate financial analysis? ›

Financial analysis is the process of evaluating businesses, projects, budgets, and other finance-related transactions to determine their performance and suitability. Typically, financial analysis is used to analyze whether an entity is stable, solvent, liquid, or profitable enough to warrant a monetary investment.

What is a day in the life of a corporate financial analyst? ›

A Day in the Life of a Financial Analyst. Financial analysts gather information, assemble spreadsheets, write reports, and review all non-legal pertinent information about prospective deals. They examine the feasibility of a deal and prepare a plan of action based on financial analysis.

What is corporate finance example? ›

Examples of Corporate Finance

Executing an initial public offering (IPO). An IPO is undertaken when a privately funded company decides to be listed on a stock exchange so that it can access funding from capital markets. Getting a credit rating. A good credit rating will often lead to better borrowing conditions.

Is corporate finance high paying? ›

Corporate Finance Analyst Salaries

The rules of thumb are: Entry Level (Analyst): The “average” base salary is ~$70K USD at most large companies. But you might earn less than this in Controllership (more like $50K), and more than this at large tech companies (see below).

What skills are required for corporate finance? ›

Skills Needed:
  • Problem solving and analytical skills.
  • Research skills.
  • Critical thinking skills.
  • Attention to detail.
  • Strong written and oral communication skills.
  • Strong quantitative background.
  • Time management and ability to multitask.

What does a job in corporate finance look like? ›

What is a job in corporate finance? Someone who works in corporate finance usually handles the day-to-day finances of an organization, which may include budgeting, statement preparation, loan payments and making investment decisions.

How do you break into corporate finance? ›

While there is no single path to enter into the field of corporate finance, previous experience is generally required. This is why many applicants will first begin by qualifying as an accountant, working in investment banking or equity research before transferring over.

Do you need a CFA for corporate finance? ›

There are many roles in corporate finance that a CFA helps prepare a candidate for, including research analysts, equity analysts, portfolio managers, chief financial officers, and corporate financial analysts.

What is the difference between corporate finance analyst and investment analyst? ›

Whereas corporate finance focuses on assisting businesses in maximising their value by procuring cash for development and consolidation, investment banking caters to clients with far more specific investment requirements.

Is corporate finance the same as FP&A? ›

The main divisions in the corporate finance career path are Financial Planning & Analysis (FP&A), Controllership, and Treasury. In FP&A, you create P&L forecasts, analyze performance against forecasts, and explain what caused variance.

Is corporate finance a stressful job? ›

The median annual wage for business and financial occupations is $46,310 higher than the median annual wage for all occupations. Drawbacks of a career in finance can include high stress, long working hours, continuing education requirements, and, in some cases, limited job stability.

Can you make a lot of money in corporate finance? ›

Corporate Finance Jobs & Hierarchy

However, it does offer a stimulating career path where you can still make hundreds of thousands of dollars, and even millions in annual salary and bonuses if you're at the right company in the right role.

What do financial analysts do in corporate? ›

Financial analysts guide businesses and individuals in decisions about expending money to attain profit. They assess the performance of stocks, bonds, and other types of investments.

What is the role of a corporate analyst? ›

As a corporate analyst, your job duties include collecting and analyzing complex business data, reviewing trends and shifts in markets, developing models and reports based on the analysis, and providing financial support to management.

What does a finance analyst do? ›

Financial Analyst Job Description

Analyze financial statements to evaluate investment opportunities. Create financial modeling for investors to find profitable investments. Recommend individual investments and collections of investments. Assess the performance of stocks, other types of investments, and bonds.

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