Finance

Corporate Finance Analyst

Looking to hire your next Corporate Finance Analyst? Here’s a full job description template to use as a guide.

About Vintti

Vintti is a staffing agency dedicated to boosting the economic efficiency of US companies. We provide access to a diverse range of skilled Latin American professionals, allowing businesses to build robust teams without the traditional high costs associated with domestic hiring. Our model supports companies in maximizing their resources, driving innovation, and achieving sustainable growth.

Description

A Corporate Finance Analyst plays a critical role in a company's financial strategy and growth. This professional is responsible for analyzing financial data, preparing reports, and forecasting future financial performance. They provide insights and recommendations on financial planning, investment opportunities, mergers and acquisitions, and risk management. By evaluating financial statements and market trends, a Corporate Finance Analyst helps guide strategic decisions and ensures the company's financial health. Their expertise supports the executive team in optimizing financial operations and achieving sustainable profitability.

Requirements

- Bachelor's degree in Finance, Accounting, Economics, or related field.
- Minimum of 2-3 years of experience in corporate finance, investment banking, or a similar role.
- Proficiency in financial modeling and valuation techniques.
- Strong understanding of financial statements and accounting principles.
- Experience conducting due diligence and financial analysis for mergers, acquisitions, and investments.
- Advanced skills in Microsoft Excel; proficiency with financial software and tools (e.g., Bloomberg, QuickBooks).
- Excellent analytical and problem-solving abilities.
- Strong attention to detail and accuracy.
- Ability to prepare and present complex financial information to senior management and stakeholders.
- Knowledge of financial regulations and compliance requirements.
- Strong written and verbal communication skills.
- Ability to work independently and as part of a team.
- Experience with budgeting, forecasting, and financial reporting.
- Strong organizational and time management skills.
- Ability to handle multiple projects simultaneously and meet deadlines.
- Knowledge of market trends, economic conditions, and industry developments.
- Experience in strategic planning and providing financial insights for business growth.
- Understanding of financial risk management policies and processes.
- Ability to develop and maintain professional relationships with financial institutions, investors, and key stakeholders.

Responsabilities

- Analyze financial data and develop financial models for valuations and decision-making.
- Prepare and present financial reports, forecasts, and budgets to senior management.
- Conduct due diligence and financial analysis for potential mergers, acquisitions, and investments.
- Collaborate with departments to develop and implement financial strategies.
- Monitor market trends and industry developments to inform financial planning.
- Perform variance analysis between budgeted and actual financial performance.
- Assist in preparing quarterly and annual financial statements in compliance with regulations.
- Support capital raising efforts with investor presentations and financial projections.
- Participate in strategic planning, offering financial insights for business growth.
- Review and reconcile financial data for accuracy and consistency.
- Prepare board reports and executive-level financial summaries.
- Maintain and update financial risk management policies and processes.
- Evaluate and analyze financial performance metrics to identify improvement areas.
- Conduct ad-hoc financial analysis and reporting as required by management.
- Liaise with external auditors and assist with the audit process.
- Ensure compliance with financial regulations and industry standards.
- Utilize financial software and tools to automate financial processes.
- Provide financial planning and analysis support for marketing and operational initiatives.
- Develop and maintain relationships with financial institutions, investors, and key stakeholders.
- Contribute to team meetings and the development of financial best practices.

Ideal Candidate

The ideal candidate for the Corporate Finance Analyst role is a highly analytical and detail-oriented professional with a Bachelor's degree in Finance, Accounting, Economics, or a related field, and a minimum of 2-3 years of experience in corporate finance, investment banking, or a similar capacity. This individual has a deep proficiency in financial modeling and valuation techniques, demonstrating advanced skills in Microsoft Excel and familiarity with financial software and tools like Bloomberg and QuickBooks. They possess a robust understanding of financial statements, accounting principles, and experience in conducting due diligence for mergers, acquisitions, and investments. This candidate excels in preparing and presenting complex financial information to senior management and stakeholders, maintaining a keen eye for detail and accuracy. Strong communication skills, both written and verbal, are essential, alongside the ability to work independently and collaboratively within a team. The ideal candidate is proactive, adaptable, and exhibits exceptional organizational and time management skills, capable of handling multiple projects and meeting deadlines under pressure. They are knowledgeable about market trends, economic conditions, and industry developments, with the ability to integrate strategic financial insights to foster business growth. This person is characterized by their high level of integrity, professionalism, and a strong work ethic, always striving for excellence and continuous improvement. They can build and maintain effective relationships with financial institutions, investors, and key stakeholders, while being adept at financial forecasting, budgeting, and managing financial risk management policies. Overall, this candidate is a strategic thinker with a growth mindset, eager to learn and innovate within the financial landscape, making them a valuable asset to the organization.

On a typical day, you will...

- Analyze financial data and create financial models to support valuations and decision-making.
- Prepare and present financial reports, forecasts, and budgets to senior management.
- Conduct due diligence and financial analysis for potential mergers, acquisitions, and investments.
- Collaborate with other departments to develop and implement financial strategies.
- Monitor market trends, economic conditions, and industry developments to inform financial planning.
- Perform variance analysis to explain differences between budgeted and actual financial performance.
- Assist in the preparation of quarterly and annual financial statements in compliance with regulatory standards.
- Support capital raising activities, including the preparation of investor presentations and financial projections.
- Participate in strategic planning initiatives and provide financial insights to support business growth.
- Review and reconcile financial data to ensure accuracy and consistency.
- Assist with the preparation of board reports and other executive-level summaries.
- Maintain and update financial risk management policies and processes.
- Evaluate and analyze financial performance metrics to identify areas for improvement.
- Engage in ad-hoc financial analysis and reporting as required by management.
- Liaise with external auditors and assist with the audit process as needed.
- Ensure compliance with financial regulations and industry standards.
- Use financial software and tools to automate and streamline financial processes.
- Provide support in financial planning and analysis for marketing and operational initiatives.
- Develop and maintain relationships with financial institutions, investors, and other key stakeholders.
- Participate in team meetings and contribute to the development of financial best practices.

What we are looking for

- Detail-oriented and precise in financial analysis and reporting
- Highly analytical with strong problem-solving skills
- Strong communication skills, both written and verbal
- Proactive and able to work independently
- Strong team collaboration skills
- High level of integrity and professionalism
- Adaptable and flexible to changing priorities
- Excellent organizational and time management abilities
- Ability to handle pressure and meet tight deadlines
- Strategic thinker with a growth mindset
- Ability to build and maintain strong relationships with stakeholders
- Strong work ethic and commitment to excellence
- Curious and continuously eager to learn and develop
- Results-driven with a focus on continuous improvement
- Innovative and able to think creatively in financial strategy
- Dependable and reliable in all responsibilities
- Efficient in utilizing financial software and tools
- Adept at multitasking and managing multiple projects simultaneously
- Demonstrated capability in financial forecasting and budgeting

What you can expect (benefits)

- Competitive salary range
- Performance-based bonuses
- Comprehensive health, dental, and vision insurance
- Retirement savings plan with company match
- Paid time off (PTO) and holidays
- Flexible work hours and remote work options
- Professional development and continuing education opportunities
- Reimbursement for relevant certifications and licenses
- Employee assistance program (EAP)
- Wellness programs and gym membership discounts
- Company-sponsored social and networking events
- Opportunities for career advancement and growth within the company
- Tuition reimbursement program
- On-site childcare and eldercare support
- Commuter benefits and transportation subsidies
- Access to financial planning and counseling services
- Life and disability insurance
- Employee recognition and reward programs
- Access to the latest financial software and tools
- Collaborative and inclusive work environment
- Supportive team culture with regular check-ins and feedback
- Opportunities to participate in community service and volunteer programs

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