Corporate Finance Associate Resume Samples

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A Mitchell

Ariel

Mitchell

49202 Wisoky Run

New York

+1 (555) 137 4190

49202 Wisoky Run

New York

Phone

p +1 (555) 137 4190

Experience Experience

Phoenix, AZ

Corporate Finance Associate

Phoenix, AZ

Marquardt Group

Phoenix, AZ

Corporate Finance Associate

Perform company and industry research in connection with ongoing engagements and business development activities
Directly assisting the team in working with clients on merger and acquisition transactions
Assist with engagement administration including engagement set up
Work closely with the project team to promptly resolve client issues
Perform detailed financial analysis and interpret various financial and operational information
Support business development by producing pitch/proposal documentation
Assessing target performance, both in a standalone and comparative basis

Los Angeles, CA

Corporate Finance TMT Associate

Los Angeles, CA

Ortiz, Goldner and Blanda

Los Angeles, CA

Corporate Finance TMT Associate

Assisting in origination of Corporate Finance transactions across the TMT sector
Assisting in execution of Corporate Finance transactions across the TMT sector
Develop and maintain sector expertise and certain client relationships in these segments
Help develop transaction structures / structured solutions
Ideal opportunity for an Associate to join an established TMT Corporate Finance franchise within a leading European Bank
Give guidance and efficiently supervise junior colleagues on projects and marketing pitches
The candidate will receive a well rounded perspective of the development of global financial services in this position, and will be joining an award winning team in a hard working but friendly atmosphere

present

Philadelphia, PA

SSA Corporate Finance Associate

Philadelphia, PA

Moen-Bosco

present

Philadelphia, PA

SSA Corporate Finance Associate

present

Assisting in the development of new and innovative financing structures,
Assisting in the preparation of documentation for the purposes of obtaining internal credit and structuring approvals,
Assisting Senior Transactors in the team in the origination and execution of Corporate Finance transactions in SSA in coordination with the respective coverage and product teams and independently leading transactions which are relatively less complex and not requiring oversight from by senior members of the team
Portfolio Management
On a day-to-day basis in conjunction with the EMEA Product and Industry partners, assisting in the end-to end co-ordination, structuring and execution of
Financial Planning
Quantitative Investment Analysis

Education Education

Bachelor’s Degree in Accounting

Ashford University

Bachelor’s Degree in Accounting

Skills Skills

Strong financial and analytical skills, with an ability to interpret, organise and effectively communicate complex financial data
Desire to pursue applicable professional certifications (e.g. CPA, ASA, CFA, ABV, CIRA, CTP, CDBV, PMP or CSCP)
Strong attention to detail
Exceptional communication skills and ability to interact with both clients and colleagues within a fast moving professional team environment
Proficiency in Microsoft Office Applications
Newly or part ACA qualified with an excellent academic background, as well as experience working for a reputable accountancy firm and a good understanding of the non-life insurance sector
Ability to multitask
Comfortable working in a fast-paced environment
Polished and professional demeanor
Excellent analytical skills

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5 Corporate Finance Associate resume templates

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Corporate Finance Transfer Pricing Associate Permanent Resume Examples & Samples

To work on the global documentation review project, in the first instance to assist with the review of the Investment Bank, possibly Asset Management and Private Bank to ensure documentation (agreement/policy) is completed in the most efficient manner possible and is appropriate
Work with the LOB to document all active transaction flows. Determine if there are gaps in income attribution and work to set the appropriate policy, implement and close gaps
Compare agreements to what is happening in practice. Flag where there is a discrepancy and work to resolution
Assist in drafting transfer pricing policies and global core documentation
Manage transfer pricing audits and questions from tax authorities

Corporate Finance Associate Resume Examples & Samples

Project managing a range of corporate finance mandates from the initial pitch to completion of the transaction
Working with and managing junior staff and colleagues in other departments across the firms
Actively managing and developing client relationships to ensure outstanding levels of client satisfaction and revenue generation
Producing and / or reviewing valuation reports, financial models, information / private placement memorandums and other deal documentation
Leading due diligence projects & negotiations
Appraising investment opportunities
Identifying and contacting prospective M&A targets and / or acquirers and prospective investors
Preparing presentation materials and participating in pitches
Liaising with other internal and external parties on transactions (e.g. lawyers, accountants, other banks)
Gaining in-depth knowledge of a particular industry sector or product groups
Supporting senior members of the firm to market the full range of services offered by the firm to prospective and established clients
Supporting senior members of the firm in evaluating financial data for prospective clients
Maintaining knowledge on business trends and economic conditions that could affect the corporate finance activities of clients

Corporate Finance Associate Resume Examples & Samples

Preferably Graduate with CFA qualification
Strong corporate finance/modeling and accounting knowledge
Excellent presentation, communication and negotiation skills
Fluent Mandarin & English speaker

Corporate Finance & Risk Operations Associate Based Resume Examples & Samples

Partner with downstream consumers to analyze the impact of data quality issues for specific regulatory and management reports and develop correction action plan
Perform analytics and develop processes to bridge data gaps with consumers
Create operational metric measures to accurately manage progress with data quality issues, escalating critical concerns and proposing solutions, as needed
Prior work experience in the financial services operations capability
Strong quantitative and analytical background with an understanding of Traditional Credit, Securities and Derivative instruments; able to deep dive into data highlighting key issues
People/performance management skills preferred

IBD, Corporate Finance, Associate Resume Examples & Samples

Working with senior coverage officers to develop innovative solutions for client companies
Following an industry to learn the key drivers and trends that influence companies’ decisions
Helping management teams craft the storyline to position their companies for sale
Traveling with clients on road shows and with senior bankers on site visits
Building a network of colleagues both inside CS and outside that will strengthen your career throughout your professional life

Corporate Finance Firmwide Financial Control Associate Resume Examples & Samples

Work with general ledger accounts and research, escalate, and work to clear exceptions in a timely manner
Basic understanding of General Ledger Reconciliations
Comfort liaising with business and risk managers
1-3 years experience performing accounting preferred
SAP (General Ledger System) experience preferred
MSP (Loan Servicing System) experience preferred

Corporate Finance Associate Resume Examples & Samples

Analyse, understand and report on key expense drivers (inc. detailed headcount tracking) – variance analysis versus plan/target, forecasting and period versus prior period reporting
Provision of standard, value add, ad-hoc reporting/analysis to support MIS requirements of key clients,
Maintain integrity of allocation rules for onward charging to Front Office Lines Of Business
Provision of allocated view reporting, Understand and, where appropriate, help to challenge all allocations into GFCC
Ensure proper controls on balance sheet items
Month End Close – Provide support during the month end close, which include expense accruals, forecast/outlook, financial comparisons
Finance/Accounting background
Control Mindset
Proficient in Microsoft Excel, PowerPoint,
Excellent communication/interpersonal skills
Knowledge of the firms financial systems (Essbase, EARS, SAP, HCR, etc ) preferred

Corporate Finance Firmwide Financial Control GL Operations Associate Resume Examples & Samples

Strong accounting and analytical skills required
Detail oriented and precise
Must be able to effectively prioritize and multi task
Advanced MS Excel , Advanced MS Access, Advanced Share-point, Advanced Power Point, skills required. SAP and SAP BW knowledge desired and experience with CDGL a plus
Must be flexible (capable of team work and independent effort) and ability to effectively work with different locations, countries, and time zones
Bachelor’s degree in Finance or Accounting
7+ years professional experience

Corporate Finance GTI Business & Finance Management Associate Singapore Resume Examples & Samples

Support annual GTI budgeting exercise and partner with global finance and stakeholders in region to review and obtain good understanding of budget in the region
Monthly BAU activities of the team including reporting, financial analysis, allocations and LOB engagement
Partner with finance and MIS teams to ensure the consistency and accuracy of data and reporting
Partner across finance to develop and optimize data mining and analytics for financial trends and initiatives
Provide integral support for executive reporting and senior management presentations
Participate in ad-hoc analytics to support a range of projects and requests from management
Support expense management activities in the region

SSA Corporate Finance Associate Resume Examples & Samples

Assisting Senior Transactors in the team in the origination and execution of Corporate Finance transactions in SSA in coordination with the respective coverage and product teams and independently leading transactions which are relatively less complex and not requiring oversight from by senior members of the team
On a day-to-day basis in conjunction with the EMEA Product and Industry partners, assisting in the end-to end co-ordination, structuring and execution of
Infrastructure and Energy Finance (IEF) / Project Finance (PF) advisory transactions
Debt Capital Markets (DCM) Transactions
Equity Capital Markets (ECM) Transactions
Export & Agency Finance (EAF) Transactions
Assisting in the development of new and innovative financing structures,
Assisting in the preparation of documentation for the purposes of obtaining internal credit and structuring approvals,
Undertaking extensive and detailed Financial Modelling that involves the following, and not limited to
Fixed income Analysis
Financial Planning
Research Methodology
Quantitative Investment Analysis
Portfolio Management
Financial Engineering
Understanding Citi’s capabilities internally and externally
Developing product, industry and regional experience
Ability to recognise and flag to other product groups the opportunities to cross-sell Citigroup’s products
Supporting senior management in new business origination
Striving for excellence in client service and strong transactional leadership skills
Good listening skills
Responsiveness to requests from other parts of the Bank for transactional support
Significant contribution to the leadership and direction of the team
Strong selling skills
Approximately Five (5) years Corporate Finance
International, Regional & Local (African) Capital
Demonstrated deal origination & marketing
Demonstrated ability to leverage opportunities across
Word, Excel, Powerpoint working knowledge a
Bachelors in Finance, and/or Business Administration
Good Leadership Achievements

Corporate Client Banking Finance & Specialized Industries Financial Analysis Associate Resume Examples & Samples

Assist with month-end close process by coordinating with controllers team and sub-LOB finance lead, as well as analyzing the results and prepare CCBSI monthly Executive Management Report
Prepare monthly loan walkforward and perform normalized loan spread analysis
Prepare Weekly Analysis Report
Assist with BD3 Outlook and flash report preparation
Prepare month-end financials and various ad hoc reports
Partner with offshore team on effective execution of monthly reporting process, including sub LOB reporting tools and many other financial reports
Partner with CCBSI Business Management as needed to coordinate on Quarterly Business Review creation, Compass reporting preparation and submissions with sub-LOBs finance team
Assist with various ad hoc projects as needed
5-7 years of relevant Finance experience (required)
Prior experience in PR&A/finance roles focused on capital markets and/or credit
A keen business acumen and an ability to tell the compelling story from the data
Creative self-starter with strong initiative and ability to take ownership and work independently as well as contribute to the broader team
Strong work ethic, professional maturity, personal integrity
Highly organized and be able to manage multiple tasks simultaneously, and pay attention to details
Strong judgment, fact based, and has the courage to ask the tough questions and challenge the status quo
Bachelors degree in Accounting or Finance required. Advanced degree or certification desired
Proficiency in Microsoft Excel and Power Point, PitchPro and Hyperion Essbase

Associate Auditor, Corporate Finance Resume Examples & Samples

Lead or assist on audits related to CCAR and Basel advanced systems
Communicate audit findings to management and identify opportunities for improvement in the design and operating effectiveness of key controls
Provide ongoing continuous monitoring and relationship management for key stakeholders
Employ computer-assisted auditing tools where possible to maximize the efficiency of sampling
Bachelors degree in Accounting, Finance or related discipline
2 - 5 of financial services experience preferably in public accounting, internal audit, risk management or other control functions
Basel II/III knowledge and relevant supervisory guidance/expectations

Corporate Global Treasury Finance Projects Associate Resume Examples & Samples

Team focused, with good interpersonal skills and a desire to understand the bank’s systems and products
Product knowledge covering Interest Rate Derivatives
Have participated in Ledger migration projects an advantage

Corporate Finance Global Treasury Financial Control Associate Resume Examples & Samples

General management and investigation of breaks arising from daily reconciliations of Risk Management Systems and the General Ledger
Month end Financial Close
Intercompany Breaks and Resolution
Transfer Pricing Analytics - Effectiveness of FTP (Funds Transfer Pricing) Process
Input into adhoc Financial Reporting
Involvement in Projects as required
Money Markets Taking and Placings
Repos and Reverse Repos
Loans
Qualified Accountant (CIMA, ACCA, ACA)

Corporate Finance Finance & Risk CFO Operations Fin Risk Operations Associate Resume Examples & Samples

Education & Qualifications: PG with 8-9 years of experience preferably in financial services / investments industry
Strong decision making abilities
Ability to work independently in a collaborative environment whereby you are flexible and able to leverage resources of other groups
Strong analytical, interpretive and problem solving skills, which will require the ability to synthesize / analyze / rationalize diverse information and develop strategy recommendations from observed outcomes

Corporate Finance Associate Opportunity Resume Examples & Samples

Perform impact analysis on methodology enhancements and rule changes
Liaison with business partners to document and/or update operating model, roles & responsibilities, controls & governance, and process flows as appropriate
Identify operational risks and works towards streamlining and improving process efficiency and controls
Good written and verbal communication skills, including the ability to summarize information for and report to senior management
BE/ B.Tech preferred, MBA degree required

Corporate Finance Finance & Risk CFO Operations Control Associate DE Resume Examples & Samples

Conduct self-audits to target specific and high risk processes or functions, reviews procedures, controls and testing
Support controls testing scoping, planning, execution, and reporting for defined end to end operations processes and functions
Execute on ORM activities as defined by the Corporate ORM agenda
Participate in the implement policies, procedures, or other initiatives related to control enhancements or best practices
Support strategic initiatives and projects as needed (e.g. controls around models, User Tools, etc)
Ensure all ORM tools (UWAT, FORCE, etc.) are maintained and updated
Experience working in a Operational Risk Environment support Operational Risk Controls
Attention to detail and ability to work independently
Ability to engage with teams across diverse functions and locations
Bachelor's degree or related experience required

Corporate Finance Associate Resume Examples & Samples

Assist with engagement administration including engagement set up
Willingness and ability to work additional hours and travel to various client sites (as needed)
Proficient computer skills including Microsoft Excel, PowerPoint, and Word

Corporate Finance Finance Operations Associate Resume Examples & Samples

Chair weekly production calls with senior management
Partner with Global teams to drive resolution for Data Quality Issues
Manage BAU deliverables for International Axiom Reporting. Supporting the daily, monthly and quarterly production processing activities
User Query Resolution
Considerable involvement in projects/testing management affecting Business Users and related FIRS applications
Support and management of client relations, communications, issue resolution, presentations, operating support models, procedures, system access/security as well as driving process improvements
Team Player (As this role involves partnering with global teams across Technology, Operations and Business)
6 + years relevant work experience

Associate Ratings Analytical Corporate Finance Resume Examples & Samples

Analyzes relatively simple credits/situations/data/information utilizing appropriate methodology, criteria factors, and standards. Recommends and votes complex issuers and deals. Writes reports in a timely manner
Develops effective relationships with issuers, intermediaries and investors
Adheres to the analytical guidelines, procedures and policies established for ratings. Coordinate with analysts, managers, and staff at all levels of the organization to ensure smooth and efficient analytical work process/procedures while complying with regulatory requirements
Supports senior analysts within group on analytical or operational projects
Must possess Bachelor degree, and MBA or CFA preferable
Minimum 3-5 years in financial services experience
Must have an understanding of financial markets and business environment including implications for S&P’s analytical products and services
Highly developed interpersonal and communication skills
Must be able to work effectively in a team-oriented, global, and multi-cultural environment
Have the ability to undertake rigorous analytical work and be proficient at writing analytical reports
Must be able to command work level English. Understands written Japanese laws and regulations
Ideally with the Corporate Finance sector knowledge
Experience with programming languages and applications, database structure and other technology products (e.g., Microsoft)

Corporate Finance Associate Resume Examples & Samples

Directly assisting the team in working with clients on merger and acquisition transactions
Assessing target performance, both in a standalone and comparative basis
Presenting financial analysis to clients, typically the CEO/CFO or a Private Equity Partner
Assisting in the presentation of financial and commercial information for both buy-side and sell-side
Performing research and commercial due diligence on potential targets
Support business development by producing pitch/proposal documentation
Strong financial and analytical skills, with an ability to interpret, organise and effectively communicate complex financial data
Newly or part ACA qualified with an excellent academic background, as well as experience working for a reputable accountancy firm and a good understanding of the non-life insurance sector
Exceptional communication skills and ability to interact with both clients and colleagues within a fast moving professional team environment
Proficiency in Microsoft Office Applications

Associate, Latam Corporate Trade Finance Resume Examples & Samples

Assist in the pitching of business to new and existing clients, presenting trade finance solutions, and achieving the team’s revenue goals
Coordinate preparation of credit applications and Credit Department sheets to support Trade Finance Relationship Manager activities
Assist in management of the execution process and conduct monthly and quarterly reviews of the portfolio; coordinate with middle office, back office and other Trade Finance overseas offices
Provide guidance and support to analyst level staff
Prepare presentation materials, request for proposals and term sheets for potential deals
Respond to day-to-day inquiries from clients, relationship managers, middle and back office
Keep abreast of industry updates and economic environment as it relates to trade finance
Provide monthly reports to management and other ad hoc reports
Remain aware of all compliance and risk factors and continually work together with senior members of the team to proactively minimize and mitigate risk
3 to 5 years of experience working in a front office role, correspondent banking role, credit department or trade finance department of a bank or financial institution
Bachelor’s degree in Finance, Business or Accounting or equivalent education and training strongly preferred
Knowledge of Trade Finance Products such as Account Receivable Purchase, Supply Chain Finance, Import/Export LCs, LC confirmations/discounting, import finance, export finance required
Experience working internationally is a plus
Fluency in Spanish speaking and writing skills required
Proficiency in MS Office Suite; Word, Excel, PowerPoint

Corporate F&BM Treasury Finance Projects Associate Resume Examples & Samples

Money Markets Taking and Placing
Excellent time management, organisation and multi-tasking skills
Ability to work independently using initiative and ability to drive a project from initiation to
Completion
Strong Accounting background with extensive knowledge of Accounting in relation to Treasury and Investment Banking Products
Product knowledge covering Money Market trades, Securities, FX Products and Interest Rate Derivatives
Knowledge of Merit Business Objects XI and SAP would be an advantage
Knowledge of JPM Financial Reporting and Financial Hierarchy a distinct advantage

Corporate Finance TMT Associate Resume Examples & Samples

Ideal opportunity for an Associate to join an established TMT Corporate Finance franchise within a leading European Bank
The candidate will receive a well rounded perspective of the development of global financial services in this position, and will be joining an award winning team in a hard working but friendly atmosphere
This is an excellent opportunity to join a firm with business successes throughout recent years
The position will be based in London within the TMT Corporate Finance team
The candidate will be focusing on TMT subsectors and geographies, and will be involved in M&A and ECM execution as well as origination of new deals
Previous relevant experience is essential
Assisting in origination of Corporate Finance transactions across the TMT sector
Assisting in execution of Corporate Finance transactions across the TMT sector
Involved in the preparation and pitching of presentations for clients, investors and the broader investment community
Company and industry research in the context of the origination and execution of transactions
Company valuations mainly using market multiples, M&A multiples and the DCF method
Help develop transaction structures / structured solutions
Working with other sector, country and products teams as required
Develop and maintain sector expertise and certain client relationships in these segments
Efficiently supervise junior colleagues (interns and analysts as appropriate) and owns responsibility of their work
Supervision of junior colleagues (interns and analysts as appropriate)

Corporate / Finance Associate Resume Examples & Samples

You have at least five (5) years of corporate experience working in a law firm environment
You have significantexperience in corporate transactions, business mergers and acquisitions and related document drafting required
You have strongresearch, writing and analytical skills
You have experience with direct client interaction preferred
You have experience with health care industry a plus
You have a J.D. from a Top Tier law school
You are a member in good standing of any bar and willing to sit for the Florida Bar

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