CORPORATE ANALYST JOB DESCRIPTION

Every financial institution runs on accurate numbers. A Corporate Analyst who cannot reconcile a balance sheet under CCAR stress conditions, or who misses an SEC filing deadline, creates regulatory exposure that ripples well beyond a single quarter. The Corporate Analyst exists to prevent exactly that — owning the financial reporting, forecasting, and analytical work that keeps senior management informed and compliant. The role typically sits within a corporate finance or FP&A function, supporting investment managers, asset custodians, or diversified financial groups with multi-billion-dollar portfolios.

As the Corporate Analyst, you own a defined slice of the financial reporting and forecasting cycle - from variance analysis and management reporting packages to stress test inputs and balance sheet reconciliations - with direct impact on the accuracy of information reaching executives and regulators. You operate within a corporate finance or treasury team, collaborating closely with business line finance partners, accounting counterparties, and senior management across a complex, multi-entity organization.

Career Impact: Exposure to CCAR stress testing, SEC-regulated filings, and AUM reporting at institutional scale builds the kind of technical credibility that opens doors to senior FP&A, treasury, or corporate development roles.

Business Impact: The forecasts and reconciliations this analyst produces feed directly into management decisions on capital allocation, earnings releases, and regulatory submissions — work that cannot be delayed or approximated.

Growth Opportunity: The scope expands naturally from single-entity reporting into cross-business consolidation and M&A analysis, equipping you for a move into corporate development or a finance manager track within two to three years.

• Coordinate quarterly and annual financial reporting requirements with FP&A counterparties, accounting teams, and external auditors to meet regulatory deadlines.
• Prepare consolidated management reporting packages covering P&L, balance sheet, AUM, capital raise, and returns for senior leadership review.
• Build and maintain balance sheet forecasting models incorporating stress test scenarios, interest rate sensitivity, and liability-side product dynamics.
• Validate model output and reconcile forecast results to ensure inputs from Line of Business and model-driven sources are correctly reflected.
• Develop financial models supporting valuation, investment return analysis, and competitive benchmarking for strategic initiatives and M&A activity.
• Monitor forecast governance and compliance requirements, flagging model risks and escalating discrepancies within established control frameworks.
• Administer balance sheet reconciliation processes and coordinate monthly close activities, including foreign exchange rate loading and validation.
• Compile SOX documentation and audit-ready materials for quarterly submission to internal control and external audit teams.

• Bachelor's degree in Finance, Accounting, Economics, or a related business field, or equivalent work experience.
• 2 or more years of financial planning and analysis experience, with exposure to multi-entity reporting or regulated financial environments.
• Demonstrated ability to build and interpret financial models covering variance analysis, scenario forecasting, or valuation.
• Working knowledge of balance sheet structure, net interest income drivers, and general ledger reconciliation principles.
• Strong grasp of financial reporting standards applicable to investment management or banking, including GAAP and SEC disclosure requirements.
• Proven ability to manage multiple concurrent deliverables under firm regulatory or management deadlines with high attention to detail.
• Clear written and verbal communication skills, with ability to summarize complex financial findings for senior and executive audiences.

• Experience supporting CCAR, stress testing, or resolution and recovery planning processes within a bank or financial holding company.
• Familiarity with asset liability management concepts, including deposit behavior modeling and interest rate risk measurement.
• Prior exposure to corporate actions processing, including securities reconciliations related to mergers, conversions, or redemptions.
• CPA, CFA Level 1, or progress toward a recognized financial designation.

• Reporting package delivery rate, measured as on-time completion of quarterly management packages and earnings-release inputs.
• Forecast variance, tracking the percentage difference between submitted projections and actual results across assigned balance sheet segments.
• Reconciliation clearance rate, reflecting the proportion of balance sheet items reconciled and signed off within the monthly close window.
• SOX and audit documentation completion, measured by zero outstanding items at each quarterly submission deadline.
• Model validation accuracy, assessed by the volume of errors identified post-submission in stress test or FP&A forecast inputs.
• Typical tools: spreadsheet and modeling platforms (commonly Excel with Power Pivot or Essbase); consolidation and GL systems (commonly Oracle GL, HFM, or SmartView).

• Base Salary Range: $70,000 to $105,000 annually, varying by seniority and market.
• Bonus: Annual performance bonus typically 10 to 20 percent of base salary.
• Equity: Equity or deferred compensation offered at select institutions, typically for mid-level and above.
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by firm size.
• PTO: 15 to 20 days annually, plus standard federal holidays.
• Common Perks: Tuition reimbursement, CFA or CPA exam support, retirement plan with employer match.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Candidates for this position are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law. Work authorization in the United States is required as a condition of employment. Employment offers are contingent on the successful completion of a background check, which for roles in financial services may include a review of financial history in accordance with applicable regulations. Reasonable accommodations are available to qualified individuals with disabilities throughout the application and employment process.

The Corporate Analyst owns financial reporting and forecasting processes for a leading global investment manager with approximately $30 billion in assets under management, supporting budgeting, variance analysis, and senior management deliverables across P&L, balance sheet, and AUM. Working closely with FP&A counterparties and corporate support functions throughout the organization, the analyst enables timely, accurate planning and expense management decisions.

Key Responsibilities

• Assist in the annual budget and quarterly forecast process.
• Coordinate quarterly and annual reporting requirements with FP&A counterparties and accounting.
• Assist in preparing weekly flash reports to senior management covering P&L, balance sheet, capital raise, AUM, and returns.
• Prepare quarterly management reporting packages and ad hoc management requests.
• Work seamlessly with FP&A business counterparties and all corporate support functions.
• Assist with allocation of expenses across the firm, cost center structure, and expense reporting.

Required Qualifications

• Bachelor's degree in Accounting or Finance.
• 2 to 3 years of experience in financial planning and analysis.
• Advanced knowledge of Excel and PowerPoint.
• Strong communication, presentation, analytical, and attention to detail skills.
• Well organized with ability to manage multiple projects simultaneously and proactively.

Embedded within the corporate office of Envolve Client Services Group, the Corporate Analyst supports day-to-day accounting operations spanning journal entries, balance sheet reconciliations, and accounts payable and receivable management. Working closely with treasury and accounting teams in Memphis, TN, the analyst ensures financial accuracy and operational integrity across the company's residential property management business.

Core Functions

• Prepare and post journal entries to the General Ledger and review periodic reports to ensure accuracy prior to period close.
• Prepare Balance Sheet reconciliations and analyze Balance Sheet and Income Statement accounts with monthly variance explanation reporting.
• Review and analyze Accounts Receivable and Accounts Payable transactions.
• Ensure accurate coding, manage working capital, and resolve discrepancies.
• Lead and manage treasury, accounting, and reporting requests on a recurring and as-needed basis.

Qualifications and Experience

• Bachelor's degree in Accounting.
• CPA preferred but not required.
• 1 to 3 years of experience in accounting, audit, or treasury.
• Strong knowledge of GAAP and audit process experience.
• Advanced skills in MS Excel, with basic proficiency in MS Outlook and Word.
• Experience with Yardi preferred.
• Detail oriented with excellent communication, interpersonal, organizational, and time management skills.

Reporting to senior management at Caesars Entertainment, the Corporate Analyst delivers analytical support across budgetary planning, P&L reviews, and performance analysis for the Entertainment Department. Partnering with artists, producers, promoters, venue partners, and department leadership, the analyst shapes financial forecasting and strategic decision making that directly improves operational and revenue outcomes.

Primary Duties

• Track departmental financial results against budget and provide quantitative and qualitative analysis with benchmarking of actual performance.
• Develop and maintain a database of key business indicators including revenue, EBITDA, advance sales, paid attendance, and average ticket price to forecast results and identify anomalies.
• Prepare and maintain forecasts incorporating trend analysis against planned business activity.
• Organize financial results into dashboards providing at-a-glance summaries of department KPIs.
• Prepare and lead monthly, quarterly, and annual business reviews with commentary and analysis.
• Lead the department's FY planning and budgetary process including labor and capital plans.
• Continually evaluate financial results to identify trends, opportunities, challenges, and cost savings.
• Assist in reconciliation of key accounting functions related to month-end reporting.
• Collaborate with department leaders to improve communication, enhance efficiencies, and streamline decision making.

Skills and Qualifications

• Experience in accounting, financial analysis, or business planning.
• Experience in gaming, hospitality, live entertainment, entertainment venues, or ticketing preferred.
• Proficiency in Outlook, Word, Excel, and PowerPoint including charts and graphs.
• Excellent planning, team building, and problem-solving skills.
• Ability to manage multiple projects simultaneously.

Sitting at the intersection of financial forecasting and risk management, the Corporate Analyst leads QRM forecasting efforts for liability-side products across stress testing, resolution and recovery planning, and interest rate risk review within Wells Fargo's Corporate Treasury ALM team. Operating across Line of Business finance teams, FP&A, and other ALM partners, the analyst ensures model outputs and forecast deliverables accurately reflect balance sheet dynamics and comply with governance requirements.

Duties

• Lead QRM forecasting efforts for multiple Lines of Business on liability side products in support of Stress Testing, Resolution and Recovery Planning, FP&A Forecasts, and Interest Rate Risk review.
• Validate model output and reconcile forecast results to ensure model-driven and Line of Business-driven inputs are correctly reflected in balances, yields, and net interest income.
• Build deep understanding of deposit and other liabilities product markets, model assumptions, management judgement, and other projection drivers.
• Perform complex analysis related to Balance Sheet risk, particularly interest rate risk and stress testing.
• Ensure accurate recurring deliverables are completed timely, establish controlled processes, and support forecast transformation and process improvement initiatives.
• Ensure compliance with forecast governance and oversight requirements and manage model risks appropriately.

Experience and Qualifications

• Bachelor's degree or higher in Finance, Accounting, Economics, Statistics, or related business field.
• 4 or more years of experience in finance, accounting, analytics, or reporting, or a bachelor's degree with 2 or more years of such experience.
• Knowledge of financial analysis, forecasting, interest income, and balance sheet behavior.
• Knowledge of asset liability or liquidity management software, especially QRM.
• Advanced Microsoft Excel skills, with Essbase and SmartView experience.
• Strong analytical skills with high attention to detail, accuracy, and ability to meet deadlines.
• Excellent verbal, written, and interpersonal communication skills with ability to present at all organizational levels.

A key member of Cheniere's communications team, the Corporate Analyst leads planning and execution of multiple corporate events including investor meetings, large-scale conferences, sporting events, and employee celebrations for domestic and international audiences. Collaborating across vendors, accounting, and executive stakeholders, the analyst protects and enhances the company's brand while managing logistics, budgets, and guest operations end to end.

Accountabilities

• Assist in creating, planning, and executing events, experiences, and related products that enhance and protect the company's brand and reputation.
• Create and manage guest lists, prepare daily guest list reports, and use the in-house guest management system.
• Coordinate multiple vendors including production, catering, florists, entertainment, and lighting to execute events.
• Organize restaurant reservations, hotel accommodations for large groups, and transportation for large-scale events.
• Manage sporting events including ticket distribution, suite catering, and parking passes.
• Process invoices, set up vendors, and review vendor contracts and invoices for accuracy.
• Identify cost savings opportunities and review budget actual expenses with monthly financial reporting.
• Liaise with accounting to ensure accuracy of general ledger, budget, and project-level expenses.
• Maintain the company-wide event calendar for the executive team and oversee facility tours.

Background and Experience

• Associate's degree in a creative or communications discipline, bachelor's degree preferred.
• Up to 3 years of experience in planning, organizing, and executing projects and events.
• Experience in a corporate business environment and working with teams to maintain a corporate brand preferred.
• Proficiency in MS Office products, with Oracle, Hyperion, and CVent preferred.
• Excellent customer service, written and verbal communication, interpersonal, and presentation skills.
• Ability to forge cross-departmental relationships and balance individual requests with company strategy.

Actionable workforce insights depend on the Corporate Analyst, who builds dashboards and visualizations in Microsoft Power BI to support the HR Analytics team across recurring and ad hoc reporting needs. Based within the HR function and serving business stakeholders across the organization, the analyst ensures data integrity, communicates trends and incongruities, and drives informed decision making through rigorous analysis.

Job Functions

• Build dashboards and visualizations in Microsoft Power BI, conduct user acceptance testing, and perform data validation.
• Extract, compile, and clean HR data from Workday, SQL server, and various other sources.
• Seek out new opportunities to optimize capabilities while considering downstream impact and ensuring data integrity.
• Provide data analysis to inform decision-making and communicate narratives including trends and incongruities.
• Partner with business stakeholders to understand requests and ensure solutions meet their needs.
• Follow established service standards and procedures while meeting deadlines within quality expectations.
• Analyze issues independently, use judgement to make decisions, and take necessary action.

Technical Qualifications

• Bachelor's degree in Computer Science, Information Systems, Business Management, Finance, Mathematics, Statistics, Economics, or equivalent.
• At least 2 years of experience with Microsoft Power BI creating dashboards and visualizations.
• At least 1 year of SQL server experience.
• Expert knowledge of Role Level Security and Z Order in Microsoft Power BI, with expert proficiency in Excel.
• Knowledge of applicable data privacy practices and laws.
• Excellent attention to detail, problem-solving ability, and commitment to teamwork.

As the Corporate Analyst, this role drives improvement in inventory utility by matching unapplied material with customer orders across all manufacturing facilities within the Manufacturing Planning - Corporate department. The Manufacturing Planning team relies on this work to minimize low utility inventory, achieve slab and coil targets, and maximize efficiency across plant planning, commercial, finance, and quality groups.

Role Responsibilities

• Participate in low utility inventory meetings across all plant planning groups and identify opportunities to utilize unapplied slabs and coils at different facilities.
• Coordinate movement of unapplied material for application at other facilities in collaboration with commercial, transportation, and accounting teams.
• Work with quality and scheduling groups to identify practices that minimize creation of low utility inventory.
• Identify and consolidate low volume grades across multiple facilities to maximize organizational efficiency.
• Work with management to set and achieve slab and coil inventory targets and report weekly to Manufacturing Planning Leadership on progress.
• Recommend and facilitate improvement projects to maximize utility of inventory using Microsoft Access, Excel, and SQL.

Minimum Qualifications

• Bachelor's degree in Business or Supply Chain Management.
• APICS certification preferred.
• 2 years of experience in a business environment with analytical work history, preferably in production planning, capacity planning, or inventory management at a steel company.
• Proficiency in Microsoft Access and Excel, with comfort summarizing and handling large data sets.
• Self-motivated with strong communication skills across all levels of the organization.

Corporate Analyst delivers timely processing of corporate events including mergers, conversions, and redemptions, serving as the primary point of contact for fund manager notifications and instruction execution within an entry-level securities operations role. The work directly supports accurate balancing and reconciliation of positions, ensuring custodian and broker-level servicing standards are met across equity, bond, and mutual fund asset types.

What You'll Do

• Process corporate events including balancing and reconciliations related to mergers, conversions, and redemptions in a timely and accurate manner.
• Notify fund managers on all voluntary and mandatory corporate actions and act upon instructions within given deadlines.
• Prepare and submit daily checklists to the next supervisory level.
• Identify and resolve problems within established guidelines and escalate complex issues to supervisors.
• Run and create formal reports and work toward proficiency across all areas of the job.

Professional Experience

• College or university degree or relevant work experience preferred.
• Securities processing experience required, with corporate actions processing experience preferred.
• Familiarity with equity, bond, and mutual fund trading and servicing at a custodian or broker.
• Advanced Excel skills preferred, with experience in Word, SharePoint, OneNote, and Teams.
• Highly organized with strong written and verbal communication skills and attention to detail.
• Collaborative and analytical with demonstrated problem-solving skills and the ability to meet time-sensitive deadlines.

The Corporate Analyst owns end-to-end business analysis and process improvement initiatives for a growing insurance services company, conducting interviews, managing requirements, and facilitating stakeholder decisions across enterprise-class projects. Working closely with business users, executives, and cross-functional teams, the analyst builds efficiencies through standardization and guides organizations toward future-state process and technology improvements.

Day-to-Day Responsibilities

• Conduct interviews and end-to-end process reviews to identify opportunities for development and improvement.
• Work cross-functionally using data analysis to solve business problems and create efficiencies through time savings, cost savings, and standardization.
• Oversee business requirement collection and ensure requirements are met throughout all phases of the project lifecycle.
• Perform and coordinate User Acceptance testing as required and facilitate demos and training sessions to stakeholders.
• Step into a leadership role within projects and participate in steering committee meetings to guide executives through decision processes.

Education and Experience

• Bachelor's degree in a technology or business-related field.
• Minimum 3 years of experience as a Business Analyst with proven delivery of enterprise-class projects.
• Experience in the insurance industry a plus.
• Conceptual understanding of the software development life cycle.
• Experience using wireframing software such as Balsamiq and process flow mapping in MS Visio or equivalent.
• Solid experience in design, execution, and management of test plans and test cases.
• Excellent verbal and written communication skills with extreme attention to detail.

Embedded within Medline's Corporate Sales team, the Corporate Analyst delivers financial models, monthly reporting packages, and dashboard development that provide decision support to sales leaders and executives. Working closely with sales executives and business partners, the analyst produces timely, high-quality analysis of sales, gross margin, expense, and supply chain trends that enables informed commercial decisions.

Areas of Ownership

• Provide financial models for new prime vendor proposals and renewals of existing deals.
• Analyze financial results, trends, and metrics on a monthly basis and communicate findings to business partners.
• Meet with Corporate Sales leaders monthly and provide a reporting package with actionable insights.
• Partner with sales executives on ad hoc projects and analyses.
• Maintain existing dashboards and develop new dashboards covering sales, gross margin, expense, and supply chain trends using Tableau.
• Ensure consistent quality, look, and feel across all reporting while balancing simplification with customized reporting needs.

Position Requirements

• Bachelor's degree in Finance or Accounting.
• At least 5 years of Finance experience, including at least 2 years in financial planning, reporting, and analysis.
• Strong analytical abilities and business partnering skills.
• Ability to manage very large data sets.
• Advanced skill in ERP financial systems and Microsoft Excel including Power Pivot and Power Query.

Reporting to the Logistics Operations leadership, the Corporate Analyst refines distribution expense tracking and reporting by developing logistics dashboards, monitoring KPIs, and translating operational data into actionable business insights. Partnering with Supply Chain, IT, and cross-functional teams, the analyst enables more accurate transportation and distribution budget forecasting and supports both independent and team-based project work.

Scope of Work

• Develop and implement logistics reporting to monitor trends and forecast transportation and distribution budgets.
• Monitor operational and sales metrics and KPIs and translate data into business insights with actionable recommendations.
• Apply broad understanding of Supply Chain, Logistics, Shipping and Receiving, and IT to evaluate distribution options and cost benefits.
• Research and analyze data, compile and summarize findings, and present written and verbal recommendations.
• Provide input on system application needs and implement tools to assist with distribution management activities.
• Work independently on smaller projects or as part of a team on large-scale projects.

Knowledge Skills and Abilities

• Bachelor's degree in Business Management, Supply Chain, or equivalent field.
• 3 to 5 years of experience in an operational or financial processing role with a retailer, CPG company, or 3PL provider.
• Lean Six Sigma or continuous improvement background, and certifications such as PMP or APICS, are a plus.
• Proficiency in Microsoft Office with strong reporting and data summarization skills.
• Excellent verbal and written communication skills with ability to collaborate cross-functionally at all organizational levels.
• Detail oriented with conceptual and analytical mindset and strong time management skills.

As the Corporate Analyst, this role manages and benchmarks client risk for current and prospective clients by analyzing claims utilization, formulary files, and pharmacy network data to support pricing decisions across finance, underwriting, and account teams. The Sales and Account teams rely on this work to execute RFP risk requests, build financial models, and communicate complex findings that facilitate sound decision making on pharmacy benefit pricing.

Operational Focus

• Manage, benchmark, report, and analyze client risk including programs and changes for current and prospective clients.
• Identify and present financial risk for RFPs through detailed analysis of claims, formulary, utilization management, network rates, specialty rates, and rebate discounts.
• Compare key risk performance metrics and trends against the Navitus book of business, prospective clients, and industry benchmarks.
• Support Sales and Account teams by executing risk requests for RFPs and communicating complex findings to Manager and Director level.
• Create and advance financial and decision-making models and prepare historical ad hoc analysis in easy-to-understand presentations.

Qualifications and Experience

• Bachelor's degree in Mathematics, Finance, Statistics, Information Systems, Business, or Actuarial Sciences.
• 0 to 3 years of related experience.
• Experience with Microsoft Excel VBA, SQL, or equivalent programming preferred.
• Strong interpersonal skills.
• Ability to interact cooperatively and respectfully with other employees.

Corporate Analyst Controls administers the global balance sheet reconciliation system and coordinates monthly close, SEC-related filings, and SOX documentation for the External Reporting and Corporate Control group at BlackRock. The work directly supports the consolidation of BlackRock's books and records and ensures accurate EPS calculations, foreign exchange validations, and governance compliance across controllers and management globally.

Key Deliverables

• Administer the global balance sheet reconciliation system and assist with balance sheet reconciliation review.
• Manage the segment process to create or deactivate accounts in Oracle and perform quarterly security user access reviews for Cadency, HFM, and Oracle.
• Load foreign exchange rates into Oracle and perform necessary validations to ensure accuracy.
• Coordinate the monthly close process and manage significant items communications.
• Compile documentation for auditors and SOX teams on a quarterly basis.
• Manage the business continuity plan and engage on ad hoc projects including system upgrades, testing, and process improvements.
• Liaise with controllers globally and all levels of management to gather responses to time-sensitive inquiries.

Required Qualifications

• Bachelor's degree with a major in Accounting.
• 2 or more years of experience in audit, accounting, or financial systems including monthly and quarterly close processes.
• Knowledge of Oracle GL, HFM/FCCS, SmartView, and Cadency or similar balance sheet reconciliation systems preferred.
• Advanced proficiency in MS Excel and MS PowerPoint, with experience in system conversions, upgrades, and user acceptance testing.
• Detail oriented with strong verbal and written communication skills and ability to work in a rapidly changing environment.

The Corporate Analyst leads financial research, valuation modeling, and strategic analysis in connection with investments, mergers and acquisitions, and partnerships for SVB Financial Group, summarizing findings in PowerPoint presentations and memoranda for executive management. Working closely with senior organizational leaders and cross-functional project teams, the analyst advances deal evaluation and strategic initiative support with minimal supervision.

Strategic Responsibilities

• Perform research and analysis in connection with new strategic initiatives, investments, mergers and acquisitions, and partnerships involving SVB Financial Group.
• Develop and maintain financial models including valuation, investment return, and competitive benchmarking analyses with minimal supervision.
• Perform in-depth financial statement analyses and summarize key findings in PowerPoint presentations and memoranda for executive management.
• Provide support for management of organization-wide projects and take leadership responsibilities as appropriate.
• Facilitate information gathering and discussions involving senior leaders of the organization.

Skills and Qualifications

• 1 to 2 years of experience in financial analysis, investment banking, management consulting, or equity research.
• Strong analytical and problem-solving skills.
• Proficiency in building complex financial models.
• Excellent written and oral communication skills.
• Ability to work in a fast-paced team environment and prioritize changing responsibilities.