CORPORATE FINANCE ASSOCIATE JOB DESCRIPTION

Lamwork Inc. is a U.S.-based organization focused on corporate finance, strategic advisory, and financial operations support. The company works across investment analysis, transaction support, financial planning, and capital strategy initiatives to help business leaders evaluate opportunities, improve financial performance, and support long-term growth.

The Corporate Finance Associate supports financial analysis, transaction execution, strategic planning, and reporting activities across a range of corporate finance initiatives. This role works closely with finance leadership, business stakeholders, external advisors, and financial institutions to support investment evaluation, financial modeling, due diligence, budgeting, and capital planning activities. The position combines analytical execution with cross-functional coordination in a deadline-driven environment.

• Reports to the Corporate Finance Manager or Director of Corporate Finance
• Works closely with finance, accounting, legal, and business operations teams
• Partners with external advisors, banks, investors, and transaction stakeholders as needed
• Collaborates within a small to mid-sized corporate finance or transaction support team

• Build and maintain financial models, forecasts, valuation analyses, and scenario planning models to support strategic decision-making
• Analyze financial statements, operational performance, market trends, and transaction assumptions to identify risks, opportunities, and performance drivers
• Support transaction execution activities, including due diligence coordination, investor materials, data room management, and presentation preparation
• Assist with capital raising, financing strategy, banking relationships, and interactions with lenders, investors, and external advisors
• Prepare management reports, board materials, budgeting support schedules, and financial performance analyses for leadership teams
• Conduct market research, industry benchmarking, comparable company analysis, and business intelligence reporting
• Coordinate cross-functional project activities with internal teams, legal counsel, consultants, auditors, and transaction counterparties
• Support process improvement initiatives by enhancing reporting accuracy, financial controls, forecasting processes, and reporting automation tools

• Bachelor’s degree in Finance, Accounting, Economics, Business, Mathematics, or a related quantitative field, or equivalent practical experience
• 2–4 years of relevant experience in corporate finance, investment banking, transaction advisory, consulting, accounting, private equity, or financial analysis roles
• Strong understanding of financial statements, valuation principles, forecasting methodologies, and corporate finance concepts
• Experience preparing financial models, management presentations, reporting packages, or transaction-related materials
• Ability to manage multiple priorities and deliver accurate work within deadline-driven environments
• Professional certifications such as CPA, CFA, ACCA, or progress toward certification are considered beneficial

• Financial modeling and quantitative analysis
• Transaction support and due diligence coordination
• Financial reporting and performance analysis
• Capital markets and financing fundamentals
• Cross-functional stakeholder coordination
• Research, problem-solving, and data interpretation capabilities
• Tools / Systems / Platforms
• Microsoft Excel, including advanced financial modeling functions
• Microsoft PowerPoint and Word
• Financial reporting and forecasting systems
• Experience with one or more of the following platforms is beneficial: FactSet, Capital IQ, or similar financial research tools
• Data analysis and reporting tools used for budgeting, forecasting, or operational reporting

• Supports multiple finance initiatives and transaction-related workstreams simultaneously
• Operates within a deadline-driven environment with periodic peak workloads tied to transactions, reporting cycles, or strategic projects
• Requires regular coordination with finance leadership, external advisors, and operational stakeholders
• Involves a combination of independent analytical work and collaborative project execution

• Financial models, reports, and presentations are delivered accurately and on schedule
• Transaction support activities and due diligence processes are completed with minimal rework or escalation
• Reporting outputs improve decision-making quality and support leadership visibility into financial performance
• Financial analysis identifies actionable risks, cost drivers, or growth opportunities that support business objectives

• Salary range: $85,000 – $120,000 USD annually
• Actual compensation may vary based on experience, qualifications, geographic location, and internal equity considerations.
• Medical, dental, and vision insurance
• 401(k) retirement plan with company contribution eligibility
• Paid time off and company holidays
• Professional development and certification support
• Performance-based bonus eligibility

Hybrid — employees are expected to work onsite 2–3 days per week within commuting distance of the assigned office location.

Lamwork Inc. is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable law.

Corporate Finance Associate Core Functions:

• Liaise with banks, other debt investors and equity investors
• Project manage and coordinate financial, legal and market advisors
• Analyse financial data and create financial models for decision support
• Perform financial forecasting, reporting, and operational metrics tracking
• Analyse past results, and identify trends and make recommendations for improvements
• Increase productivity by developing automated reporting/forecasting tools
• Perform market research, data mining, and business intelligence

Corporate Finance Associate Professional Qualifications:

• Minimum a bachelor’s degree in finance, accounting, industrial economics, or other business-related fields
• +2 years experience from investment banking, management consulting or private equity (or other investment industries)
• Strong academic record combined with great numerical and analytical skills
• Positive mindset and an outgoing personality
• Excellent interpersonal skills, including written and oral communication skills; be comfortable interacting with executive-level management
• Comfortable dealing with ambiguity and working independently, with a passion to learn and grow
• Experienced PowerPoint and Excel user, with strong financial modelling experience
• A team player with energy and drive

Corporate Finance Associate Primary Duties:

• Assist with preparation of transaction documentation such as pitch books, teasers and confidential information memorandums
• Prepare integrated financial models to support decision making for key transaction tollgates
• Assist in identification of potential acquisition targets, purchasers and/or investors.
• Communicate directly with a variety of parties including clients, other advisors and transaction counterparties.
• Assist with proactive business development and deal initiation activities.
• Provide analytical and market research information (i.e. public company pricing multiples, industry research, etc.)
• At times, business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need time to devote to personal matters, and our approach to flexibility provides for this

Corporate Finance Associate Experience & Qualifications:

• CPA and/or CFA designation required
• Post-secondary degree with 3+ years of relevant experience in corporate finance, transaction advisory, or public accounting
• Proven track record of project execution in a similar fast-paced professional setting
• Strong technical finance proficiency, including knowledge of financial statements and general accounting principles
• Excellent written and verbal communications skills
• Proficient in Microsoft Excel, PowerPoint and Word
• Ability to execute complex deliverables on a timely basis while managing competing priorities
• Exceptional attention to detail and organizational skills
• Collaborative team player that can work independently with minimal supervision

Associate, Corporate Finance Areas of Ownership

• Conduct detailed analysis of historical financial trends, quality of earnings , sustainability of EBITDA, operational metrics, quality of assets, working capital profile and potential risks and opportunities of the Target company.
• Build and prepare technical based analyses, projections, forecasts and financial models
• Assist financial and corporate acquirers and vendors in evaluating M&A opportunities by understanding deal hypotheses and company value drivers and risks
• Project management and coordination of project logistics with clients and other stakeholders
• Identify and communicate competitive issues and performance indicators on both a macro and micro level specific to the target market
• Design and develop high-quality deliverables including engagement proposals, reports, presentations and correspondence
• Identify innovative ways to deliver added value to clients; ensure client needs are met and relationships grow and develop

Associate, Corporate Finance Technical Qualifications

• Master’s degree in a related field is considered an asset
• CPA designation or completion of CFE
• 2 years of professional experience in assurance or accounting orientated roles.
• Experience in transaction or due diligence services, or other M&A focused roles is considered an asset
• Extensive experience in the preparation and analysis of financial statements
• Strong technical accounting skills with detailed knowledge of Generally Accepted Accounting Principles (GAAP)
• Strong practical knowledge of Microsoft Excel and PowerPoint.

Corporate Finance Associate Strategic Initiatives

• Support evaluation and execution of M&A and other investment opportunities
• Work with relevant Business Divisions (e.g. Consumer, Enterprise, Network) to support the identification of potential targets
• Support preliminary assessment of shortlisted Target companies, including: -
• Undertake research on latest trends in relevant sectors
• Analyse / identify and articulate key considerations, risks and issues for Target(s)
• Develop financial models for M&A / valuation of Target
• Undertake financial and commercial analysis of potential M&A
• Support the delivery of Business Cases for potential M&A and other investments to the relevant committees and Board for approval
• Support the execution on transactions, including interaction with potential Target, internal stakeholders, advisors, and financiers
• Support on coordination and alignment of the due diligence process
• Support the relevant Business Divisions with post-acquisition integration, and co-ordinate reporting to the Finance team
• Support preparation of presentation materials for management (incl. relevant committees) and Board updates
• Support the maintenance and periodic update of the M&A lifecycle governance framework
• Support on the financial and strategic analysis for wider strategic corporate development initiatives undertaken by the M&A team – this may include structuring and negotiations for strategic partnerships, joint ventures, and large, complex commercial contracts for various internal stakeholders (Network, Consumer, Enterprise)

Corporate Finance Associate Requirements & Qualifications

• Bachelor’s Degree: Finance, Accounting, Economics, Engineering and/or Mathematics
• Preferably with professional certification or on course of obtaining a professional certification (e.g. CA, CPA, CFA, ACCA)
• Total Work Experience: 1-4 years which consists of 1-2 years of relevant experience
• Logical and critical thinking
• Excellent interpersonal and communication skills
• Strong analytical and writing skills, with a good understanding of commercial and business dynamics as well as keeping abreast of the latest news in the financial and business markets
• Financial modelling experience
• Competent in MS Excel, Powerpoint and Word

Corporate Finance Associate Operational Focus

• Supporting Corporate Finance Analyst in preparation of validation process for all submitted documents from business units and/or vendors.
• Checking all the submitted documents and ensure completeness.
• Input into the system before payment process and to be verified by Corporate Finance Analyst.
• Checking the documents from Consultant as well as preparing working papers related to taxation and corporate finance such as calculation of WHT and VAT payments.
• Prepare the paperwork of Time Deposit, VAT taxation, Tax Disclosure, Bank Reconciliation.
• Consolidation of reports submitted by subsidiaries, ensure the reports are validated.
• Analysing on subsidiaries operational financial reports.

Corporate Finance Associate Minimum Qualifications

• Bachelor Degree majoring in Accounting/Economics/Finance/Management.
• 1-2 years of working experience in related field and/or from KAP/Public Accounting Firm.
• Experience handing taxation. Candidate with Brevet A & B certified is preferred.
• Good in attention to detail, communication skills and team work.
• High agility in learning and willing to work the extra miles.

Corporate Finance Associate Key Deliverables

• Preparation of and participation in new business presentations
• Industry and business research
• Assistance in development of potential buyer lists
• Assistance in preparation of teasers, information memoranda, client presentations, etc
• Support in preparation and management of data rooms
• Interaction with potential acquirers
• Significant client interaction at multiple level
• Compliance with risk management procedures.

Corporate Finance Associate Candidate Requirements

• Previous experience in financial advisory, investment banking, finance or international business represents a plus, but it's not mandatory.
• Strong writing skills, as evidenced by writing samples (to be provided at a later date)
• Highly motivated, with a strong desire to be the “best of the best”
• Ability to work a demanding schedule
• Strong undergraduate and graduate academic performance in corporate finance, project finance, international transactions, capital markets, direct investment, financial and economic analysis
• Master degree or equivalent graduate school degree; CFA/ACCA candidacy would be a plus.

Corporate Finance Associate Day-to-Day Activities

• Support decision-making by building and presenting complex financial models
• Perform financial analysis and delivery of KPI’s and various management reports
• Support company’s strategic planning
• Work with operating divisions to manage costs
• Assist with the Quarterly Earnings Release Process, Annual Budget Process, and Multi-year strategic planning
• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations
• Complete special projects as assigned

Corporate Finance Associate Knowledge, Skills & Abilities

• Undergraduate degree in Finance or Accounting
• 2+ years of professional work experience
• Expert Excel skills, with a focus on financial modeling
• Strong analytical skills
• High learning agility with an ability to manage multiple priorities
• Strong quantitative, critical thinking, and problem-solving skills required
• Confidence with finance and accounting concepts with an understanding of financial statements
• Effective verbal and written communication skills
• Experience in real estate, private equity, fund, and asset management

Corporate Finance Associate Functions

• Reconcile cash accounts and book journal entries.
• Ensure accuracy of payables, receivables, and other accruals.
• Process revenue collections and trails payments.
• Update time-trend analytics to explain variance on month-over-month, quarterly, and year-on-year Financials.
• Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
• Liaise with external auditors, tax preparer, and other 3rd party service providers and clients.
• Assist with special projects as needed, such as new systems implementations.

Corporate Finance Associate Basic Qualifications

• 0 to 3 years of Corporate Accounting experience
• Knowledge of booking journal entries and consolidation of financial statements preferred Degree in Accounting preferred
• Proficient with Excel, Word, and PowerPoint
• Able to manage large sets of data and be able to implement checks and balances
• Excellent oral and written communication skills
• Detailed-oriented with big-picture situational awareness

Corporate Finance Associate Execution Responsibilities

• Review and analysis of projections, and underlying assumptions
• Evaluation of the current trading performance of the business
• Developing an understanding of the target business and its drivers
• Interpretation and analysis of financial and operational information
• Review and analysis of historical trading, cash flow and balance sheets
• Identify and report key issues which may affect the price our clients are willing to pay for target companies
• Identify and quantify potential risk areas that may need to be addressed as part of the deal structure
• Be involved in the production of quality detailed written reports within agreed timescales, briefing the Partner/Director accordingly

Corporate Finance Associate Relevant Experience

• ACA/ACCA qualified
• Strong experience of audit, accounts preparation/ CF or TS.
• Outstanding communication skills and ability to build rapport.
• Able to quickly identify the core issues from a large volume of data.
• Able to identify risk and/or potentially price affecting issues.
• Strong experience in using Excel as a reporting and analysis tool.
• Client focused, with an emphasis on quality and accuracy.
• An ability to understand the bigger picture whilst maintaining an eye on the detail.
• Ability to thrive under pressure.

Corporate Finance Associate Accountabilities

• Supporting and reporting to the Corporate Finance Manager, the candidate will perform all tasks related to the evaluation, structuring and implementation of financing solutions
• Collaboration with international banks and law firms on Corporate Finance related tasks
• Collaboration with the Group’s subsidiaries on Corporate Finance related tasks
• Assist and interact with other departments within the Group (Trading, Legal, Finance, Accounting and others) and support them with trade finance related matters
• Set up relevant financial structures in order to minimize risk, optimize working capital and reduce financing cost, including the review of facility and security documentation for existing and new financing facilities
• Modelling financing solutions
• Preparing information memorandums and presentations for internal and external purposes
• Managing quarterly reporting to international banking pool of the group.

Corporate Finance Associate Education & Experience

• University or college degree in Finance
• 2-4 years of working experience in Corporate Finance or Corporate Banking gained in an international environment
• Experience in financial modelling, credit analysis
• Excellent skills in MS Excel, MS PowerPoint, MS Word
• Fluent professional English knowledge (spoken and written) is a must
• Ability to work with a strong focus on solving tasks independently, ability to follow a daily and continuous hands-on approach
• Solution-driven personality, accuracy

Summer Associate – Corporate Finance Key Responsibilities

• Assist with the preparation of monthly management reports, quarterly earnings call and board materials
• Support acquisition and disposition transaction analysis from a financing perspective
• Assist in maintenance and preparation of financial models and actual vs forecast variance analysis
• Assist in the execution of capital structure strategy, including interest rate risk management, unsecured bond offerings, equity offerings, secured financing, syndicated bank facilities and commercial paper issuance
• Prepare and update investor presentations
• Monitor peer/industry news and summarize key points
• Perform daily total shareholder return analysis
• Optimize and format various excel and power point files to improve functionality and build standardized templates and charts
• Perform various ad-hoc projects and financial analysis as needed

Summer Associate – Corporate Finance Requirements

• A target start in mid-June 2023, which will seek to align with candidates’ academic calendar
• Students currently pursuing a Bachelor’s or Master’s degree from an accredited college or university
• Course major in Finance, Accounting, Information Science, Economics or Real Estate or other field that emphasizes quantitative analysis is preferred but not required
• Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) and expert knowledge of Excel
• Strong written and oral communication skills, interpersonal skills, and ability to work with others
• Ability to manage multiple priorities in a fast-paced, dynamic environment

Senior Associate, Corporate Finance Core Functions

• Propose, plan and execute corporate finance engagements including researching and identifying new markets or candidates; managing merger, acquisition and divestiture processes
• Develop project plans and coordinate project logistics with clients and other stakeholders
• Participate in the delivery of private placement and syndication of debt, junior capital and equity
• Conduct detailed analysis relating to quality of earnings reviews, sustainability of EBITDA, quality of assets, working capital profile and potential risks and opportunities
• Build and prepare technical based analysis, projections, forecasts and models
• Identify competitive issues and performance indicators on both a macro and micro level specific to the target market
• Research and formulate market and industry trends, broad synopsis and general conclusions
• Design and develop high-quality deliverables including engagement letters, reports, presentations and correspondence
• Identify innovative ways to deliver added value to clients; ensure client needs are met and relationships grow and develop
• Lead engagement teams, developing effective relationships with clients while coaching and mentoring junior team members
• Participate in business development initiatives and contribute to the preparation and delivery of competitive proposals
• Maintain flexibility to travel, as necessary

Senior Associate, Corporate Finance Professional Experience

• Master’s degree in a related field is considered an asset
• CPA or CFA designation
• 3 to 4 years of professional services experience, ideally in financial analysis and modeling
• 1 to 2 years of corporate finance or mergers and acquisition experience
• Extensive experience in the preparation and analysis of financial statements
• Strong technical accounting skills with detailed knowledge Generally Accepted Accounting Principles (GAAP)
• Experience in business and practice development

Corporate Finance Solutions Associate Strategic Initiatives

• Assist in the preparation of client presentation materials
• Perform varied financial analysis, for example:
• Modelling of ROIC and corporate finance metrics
• Develop optimal capital structure and capital allocation recommendations for clients based on benchmarking and reviewing relevant stakeholder constraints, including ratings, tax, accounting, and regulatory
• Review balance sheet structure across debt and equity, including considerations for acquisitions and spinoffs
• Valuation impact of CapEx, M&A, dividends, debt and equity buybacks
• Assist in the execution of capital markets transactions, including structuring of the terms and conditions, and efficiently managing other key deal management logistics
• Synthesize market observations and developments to identify relevant themes for clients
• Work in conjunction with the Banking and Capital Markets product partners to prepare client marketing materials including, presentations and client briefing notes
• Create, maintain, industrialize, and standardize models to address frequent analysis

Corporate Finance Solutions Associate Skills & Qualifications

• Bachelor degree in Finance, Economics, or other quantitative field, and a minimum of 2-3 years of relevant work experience
• Drive and Motivation: Successfully handles multiple tasks, takes initiative to improve his/her own performance, works intently towards challenging goals
• Communication skills: Strong communication skills needed. Communicates what is relevant and important in a clear and concise manner, shares information and new ideas with others
• Teamwork: A strong team player, with the ability to collaborate with various stakeholders, encourage team members to participate, and acknowledges others’ contributions
• Advanced proficiency with Microsoft Excel and PowerPoint; VBA proficiency would be viewed positively
• Strong knowledge of data providers including FactSet and Capital IQ would be beneficial

Corporate Finance Associate Roles

• Collaboration on corporate finance & development mandates
• Analysis of business & financial models
• Identification & communication with investors and debt providers
• Customer acquisition and network building
• Expansion of bestin.capital's business activities in EMEA region

Corporate Finance Associate Desired Qualifications

• Enthusiasm for our key topics: GROWTH & DISTRESSED & RENEWABLE ENERGY COMPANIES
• Sensitivity for future business models
• Business experience in EMEA/ Arabic countries
• Experience in corporate finance / investment banking
• Analytical skills
• Distinct ability to work in teams
• Communicative skills and an open mind
• Very advanced knowledge of MS Office

Corporate Finance Associate Duties

• Perform financial forecasts, analyse data and create financial models
• Undertake research into specific markets and comparable companies
• Assist with due diligence of potential acquisitions
• Review of legal documents of related transactions
• Participate in budgeting for the company as well as specific projects
• Compare anticipated and actual results and identify areas of improvement
• Prepare presentation materials
• Coordinate with the CFO and the executive team on long-term financial planning

Corporate Finance Associate Experience Requirements

• Minimum 3-5 years relevant professional finance experience gained in either a corporate, advisory, investment banking or consulting firm
• Strong academic background with Bachelor's Degree in Finance, Accounting, Economics or a related discipline
• Strong analytical and quantitative skills including the ability to analyse data, generate insights and construct solutions
• Strong attention to detail and ability to multitask in a fast-paced environment
• Excellent written and oral communication with strong interpersonal skills
• Strong Excel and PowerPoint skills
• CFA/CPA certification and basic knowledge of SQL are pluses

Associate, Corporate Finance Key Deliverables

• Support the Corporate Finance team in maintaining valuation models across Onward Energy's portfolio of wind, solar, gas and battery storage assets.
• Work with internal and external teams to ensure accurate modeling assumptions and financial analysis.
• Analyze investment opportunities from a quantitative and qualitative perspective including valuation modeling (DCF), financial statement analysis, market/industry research, and competitive analysis.
• Develop internal memos and presentations including deal investment memos for the Company's owners, focusing on investment returns and valuation metrics.
• Present financial results and investment recommendations to senior management and our owners.
• Assist with raising debt and tax equity for acquisition targets, including creating lender models, rating agency presentations, and coordinating due diligence.
• Provide analytical and modeling capabilities for companywide initiatives including sales, asset recontracting, redevelopment and other portfolio projects.
• Other duties as assigned.

Associate, Corporate Finance Background & Experience

• Bachelor's Degree in finance, business, economics, or related field. Applicable years of experience may substitute for degree.
• Three (3) + years of experience in investment banking, project finance, development, or asset management in power and utilities with a focus on financial analysis.
• Excellent financial modeling skills; and exceptional analytical capabilities.
• Self-starter with a strong work ethic.
• Strong verbal/written communication and presentation skills.
• Ability to work under strict deadlines; ability to work on multiple projects concurrently.
• Ability to work well independently and as part of a cross-functional team.

Corporate Finance Associate Activities

• Financial Modeling – uses this information to begin to learn the issues or uniqueness of the companies’ business model substantial analysis of financials, and logic of assumptions.
• Reads and incorporates this information for the VPs/MDs .
• Utilizes analysis and independent judgment to generate recommendations to VP,
• Prepare initial diligence list and identifies gaps of information
• Participates in diligence calls with the clients
• Assists with Loan Committee approval package
• Analyzes credit statistics on existing portfolios. Internal compliance and reporting.
• Processes documents quarterly portfolio reviews and large loan reviews
• Researches and analyzes information as directed
• Helps to coordinate the interface with product specialists and clients regarding banking products

Corporate Finance Associate Expertise & Qualifications

• Highly proficient at researching information and gathering pertinent items to identify trends and anomalies
• Growing expertise in core fundamentals of Corporate Finance
• Aptitude and resolve to produce in a fast paced, dynamic environment
• Extremely adept at understanding and interpreting requests
• Strong organization and attention to details ensuring all documentation is complete and accurate
• Proven ability and highly skilled at developing strong positive relationships with external clients and internal partners
• Excellent communication skills capable of explaining information in a clear and concise manner and adapting delivery depending on the audience, and influencing decisions in the best interest of the client
• Professional, thorough and organized with strong follow-up skills
• Excels in a team environment and proactively collaborates and acts as a leader with others to serve clients
• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

Corporate Finance Associate Primary Duties

• Play a key role in supporting the leadership in capital raising and other corporate finance activities
• Organize and prepare materials and presentations for investor meetings, conduct investor meetings, road shows and conferences
• Support due diligence exercise by potential investors, coordinate among different company functions to collate relevant data, set up and maintain data room for due diligence purposes
• Assist in financial modelling and valuation exercise for fundraising purpose
• Conduct industry and market research on comparable companies in both private and public sector
• Build solid rapport and maintain relationship with investors, shareholders, analysts and media
• Facilitate communication with external stakeholders, existing and prospective investors, and respond to their request for information
• Create content for external updates, quarterly reports and letters, annual investor conferences and other investor events

Corporate Finance Associate Job Requirements

• Bachelor’s degree in accounting or finance
• 1-2 years of experience in corporate finance
• Able to work independently
• Proficient in MS Office
• Good command in English and Chinese (including Cantonese and Mandarin)

Corporate Finance Associate Areas of Ownership

• Provide strategic advice to clients from a range of industries on public and private company mergers, acquisitions and divestments, private equity, strategic capital raisings and IPOs
• Prepare financial models and valuation materials
• Prepare and review detailed financial analysis to illustrate key business drivers and performance indicators
• Prepare buy-side and sell-side due diligence reports
• Active participation in business development activities, including preparation of proposals, building relationships with existing and target clients, and establishing a network of professional colleagues

Corporate Finance Associate Required Qualifications

• Significant experience gained in a corporate finance environment
• Commercial acumen including strong financial modelling, valuation and analytical skills
• Problem-solving skills, approaching challenges with a solutions-focused mindset
• Ability to communicate effectively and produce high-quality written reports
• Dedication to teamwork and ability to build effective relationships at all levels
• Intermediate to advanced competency in Microsoft Excel, with knowledge or interest in learning data visualisation tools

Associate, Corporate Finance Key Responsibilities

• Execute corporate finance engagements including researching and identifying new markets or candidates; managing merger, acquisition and divestiture processes and providing capital raising services.
• Develop project plans and coordinate project logistics with clients and other stakeholders
• Participate in the delivery of private placement and syndication of debt, junior capital and equity
• Conduct detailed analysis relating to quality of earnings reviews, sustainability of EBITDA, quality of assets, working capital profile and potential risks and opportunities
• Build and prepare technical based analysis, projections, forecasts and models
• Identify competitive issues and performance indicators on both a macro and micro level specific to the target market
• Research and formulate market and industry trends, broad synopsis and general conclusions
• Design and develop high-quality deliverables including engagement letters, reports, presentations and correspondence
• Identify innovative ways to deliver added value to clients; ensure client needs are met and relationships grow and develop
• Participate in business development initiatives and contribute to the preparation and delivery of competitive proposals
• Work collaboratively with the client engagement team
• Maintain flexibility to travel, as necessary

Associate, Corporate Finance Preferred Qualifications

• CPA, CBV and CFA designation is considered an asset
• 3 years of professional services experience, ideally in financial analysis and modeling
• Extensive experience in the preparation and analysis of financial statements
• Strong technical accounting skills, with detailed knowledge of Generally Accepted Accounting Principles (GAAP)

Corporate Finance Associate Functions

• Participate actively in the execution of all type of engagements within the scope of the Corporate Finance department and more specifically production of client reports such as M&A Advisory (Buy side, sell side, ...), Transactions Services (financial due diligences in the context of M&A transactions), Valuation (impairment tests, fairness opinions, specific assignments...) & Miscellaneous assignments (fund raising, restructuring...)
• Undertake of researches and assistance to prepare pitchbooks;
• Contribute to our “market-watch” activity.

Corporate Finance Associate Education & Experience

• Are a graduate (Bac+5) in Finance or Economy from a business/engineering school or university,
• Have at least 6 months of experience in Corporate Finance gained through training in an Investment Bank, M&A boutique, other Big4...;
• Have superior analytical skills and are reliable;
• Are highly motivated to further develop practical knowledge in Corporate Finance and help our structure grow;
• Have a solid knowledge of Excel, Powerpoint, Power Pivot, Power BI and/or Alteryx;
• Have excellent English communication skills, both orally and in writing (French and/or German is an asset);
• Are a good team player, with an energetic personality, and you are able to demonstrate the ability to work under pressure.
• Enjoy working in a multi-cultural environment and you are ready to travel occasionally to execute cross-border transactions.

Senior Corporate Finance Associate Operational Focus

• Oversees cash & treasury activities
• Perform monthly balance sheet, income statement, and changes in financial position/budget variance analyses on an accrual and cash basis
• Performs full-cycle accounting transactions through the general ledger
• Maintain weekly cash flow forecast
• Make connections on how assigned work ties into the financial statements

Senior Corporate Finance Associate Professional Qualifications

• Bachelor`s degree in Accounting, Finance, or Economics and a minimum of 5 years of related experience is required. MBA and/or CPA is a plus
• Must be organized, detail-oriented, and have good writing and other communication skills
• Experience with high volume, complex data entry
• Experience with Yardi preferred, but not required

Corporate Finance Associate Tasks

• Create asset valuation models
• Analyze investment opportunities from a quantitative and qualitative perspective
• Ad-hoc analysis to support acquisitions, financings and utility projects
• Developing Excel-based financial modeling
• Preparing internal and external; investment memos
• Handling due-diligence

Corporate Finance Associate Required Experience

• Bachelor's Degree in Finance or Economics
• 2-3 years of investment banking or project finance experience
• Excellent Excel and modeling skills
• Experience in M&A transactions

Corporate Finance Associate Strategic Initiatives

• Strategic Finance: Work cross-functionally with partners across the finance department and broader organization to build financial models to drive key business decisions
• Management/Board Reporting: Develop reporting and analyses to enable management to make data driven decisions
• Capital Planning & Execution: Evaluate various forms of potential capital raises and execute the transactions
• Investor Relations: Manage engagement including diligence and reporting with current and potential investors

Corporate Finance Associate Knowledge and Experience

• Self-starter with a can-do attitude and desire to make an impact
• Strong communicator who can work with cross-functional stakeholders and drive alignment
• Analytically minded, strong attention to detail, and data-driven approach to building solutions and answering key strategic questions
• Ability to balance multiple projects and work in a fast-paced environment
• Thrives when performance is reliant on self-directed efforts in an environment with a high degree of autonomy
• 18-36 months of investment banking experience; healthcare industry experience preferred
• Extensive financial and operating modeling that underpins capital raising, structured finance, and M&A analyses
• Undergraduate degree from top-tier university

Corporate Finance Associate Accountabilities

• Develop and maintain relationships with key strategic financing parties and provide regular updates to existing investor and lender base.
• Lead and / or support due diligence processes for capital raising efforts and amendments to key corporate partnerships and financings.
• Develop and manage corporate valuation tools to track business unit and overall firm valuation, cash flow potential and tax positions.
• Assist in coordinating with cross functional teams to maintain and sync cash/tax forecasting efforts.
• Assist in coordinating company-wide efforts to manage investment approval forecasting, processes and tracking.
• Maintain market intelligence and provide updates to senior management regarding transactions and structures being executed in the market.
• Support key strategic initiatives through market research, bespoke model building and creation of presentation materials for senior management.
• Work with development, engineering, asset management and other parts of the firm to identify and implement key process improvements.

Corporate Finance Associate Technical Qualifications

• Strong MS Excel financial modeling skills, with two to three years of demonstrable experience developing and managing complex financial models.
• Familiarity with project financing transactions and documentation.
• Exceptional analytical and quantitative problem solving skills.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with the ability and desire to work in a fast-paced, entrepreneurial environment and to meet deadlines and complete time-sensitive duties as assigned.
• Ability to use discretion in handling confidential information.

Corporate Finance Associate Execution Responsibilities

• Clear, concise and unambiguous preparation, drafting and negotiation of corporate documentation with a focus on ECM documents (including prospectuses and admission documents, placing agreements and circulars)
• Managing (with appropriate supervision) transactions including IPOs and secondary fundraisings
• Developing own informal internal and external network of contacts
• Building excellent working relationships with clients and peers within the firm
• Participating in and contributing to business development and profile raising events, such as client seminars and graduate recruitment activities
• Conducting legal research using internal and external knowledge management resources
• Capital markets experience should include new issues (whether Main Market or AIM) and secondary issues (placings and rights issues), acting for both issuers and financial intermediaries
• Corporate governance experience should include DTR's and Listing Rules advice as well as practical corporate support, including for example articles of association preparation and
• AGM circular and annual report reviews.
• Broad range of corporate experience to include private and public M&A; joint ventures; private equity and venture capital investments
• Background in a firm with an excellent corporate reputation

Corporate Finance Associate Position Requirements

• Ability to acquire, consolidate and apply fundamental and up-to-date knowledge of the law
• Accuracy and attention to detail
• Excellent verbal communication skills
• Organised and able to work to strict deadlines with the ability to prioritise realistically
• Good housekeeping/file management practices; managing and recording time promptly and accurately
• Resilient with the ability to handle setbacks and pressure
• Cooperative and collaborative in approach and able to develop excellent working relationships at all levels and within all roles
• Ability to operate professionally and proactively at all times
• Self-aware and an active participant in self development
• Flexible, a lateral thinker
• Exhibits an understanding of the firm's position in the market and how it distinguishes its services from its competitors
• Excellent academic and professional qualifications

Corporate Finance Associate Key Responsibilities

• Deliver financial analysis and reporting to Assistant and Executive Directors to support strategic decision-making
• Build and maintain financial models, including historical performance reviews and forward-looking projections
• Monitor portfolio performance to support quarterly and annual shareholder reporting activities
• Conduct valuation analysis of government holdings and provide support across portfolio companies
• Partner with internal stakeholders and external advisers to execute major government asset sale transactions
• Support cross-portfolio initiatives, commercial negotiations, and special situation projects through financial and strategic analysis
• Coordinate with portfolio companies, government departments, and senior stakeholders on corporate finance activities

Corporate Finance Associate Requirements

• Strong understanding of capital structures, corporate finance, and corporate governance principles
• Experience in financial analysis, valuation, financial modelling, and accountancy concepts
• Ability to evaluate assets and contribute to complex transaction and asset sale processes
• Strong stakeholder management skills with the ability to build relationships across senior internal and external groups
• Excellent written and verbal communication skills, with the ability to simplify complex financial concepts for non-financial audiences
• Collaborative mindset with confidence to challenge assumptions and contribute to team-based problem solving
• Highly accountable with strong attention to detail and ability to deliver high-quality work under tight deadlines
• Adaptable and proactive approach to managing priorities and navigating complex business environments
• Ability to quickly understand new industries, organisations, and commercially sensitive situations

Corporate Finance Associate Core Functions

• Coordinate and support in M&A transactions by performing financial valuations (e.g., DCF modelling and multiples-based analyses, preparing detailed financial models and valuation reports
• Assist in the origination and marketing of Corporate Finance engagements by preparing pitch books and market updates, actively participating in client meeting, site visits, expert sessions, management presentations and requests for proposal (RFPs)
• Participate in both sell side and buy side M&A processes, involving the identification of potential bidders, preparation and circulation of teasers, NDAs, Information Memorandums, process letters and other marketing documents required
• Lead due diligence activities, including the coordination of Q&A processes, review of business plans and financial models
• Act as a coordinator between internal and external team members and professional advisers
• Support in other ad-hoc projects or assignment when required

Corporate Finance Associate Qualifications & Experience

• Bachelor's degree or above in Economics/ Business/ Finance/ related disciplines
• Possess M&A & transaction advisory experience preferably in leading international firms
• Knowledgeable in financial modelling, corporate finance valuation and analytical skills
• Strong interpersonal and networking skills as well as communication and presentation capabilities
• Good command in both English and Chinese (knowledge in other foreign language will also be advantageous)

Senior Associate, Corporate Finance & Strategy Day-to-Day Activities

• Be the focal point across the finance and accounting teams for monthly forecasts, annual planning, long-range planning, and other critical Expense & Headcount forecasting processes and reporting.
• Support and up-level our monthly consolidation processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes.
• Coordinate across our Strategic Finance teams to review and influence the key expense and headcount assumptions driving our budgets, forecasts, and other predictors of future results. Build tools to assess forecasts for accuracy and reasonableness.
• Collaborate with our People Ops and Talent Acquisition teams on forecasting for and testing our thinking on recruiting capacity, building company-wide vacancy forecasting, and personnel spend drivers.
• Assist in preparation of monthly & quarterly management reporting including but not limited to budget vs. forecast, dashboards, and Board materials.
• Implement improvements & automation to streamline current processes, including Adaptive system wins.

Senior Associate, Corporate Finance & Strategy Experience & Education

• 4+ years experience in FP&A at a public company, Big 4 accounting, accounting at a public company, or investment banking
• Experience with financial modeling and analytical mindset
• Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
• Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
• Strong work ethic, reliability, and attention to detail - “get it done” attitude
• Highly adept in Excel
• Working knowledge of Adaptive, SQL, Netsuite, Salesforce, Hyperion, Anaplan, or other planning tools

Corporate Finance Associate Key Deliverables

• Participate in cashflow models and projection the cashflow needs for the next 18 months
• Participate in the creation of the annual budget, establishing processes and decision criteria for optimal expenditure levels on business operations to achievement of targets
• Participate in the creation of the 5Y business plan for the company, including new business units to be created
• Actively engage on fundraising process – strategy, decision and execution:
• Debt restructure, new debt and management of current debt
• Special funding fleet projects
• Equity fundraise investments
• Analyse potential M&A transactions
• Manage ongoing relationship with financial partners (banks, other partners)
• Create, structure and set up special financing projects with the strong collaboration of other departments.

Corporate Finance Associate Candidate Requirements

• Bachelor or Master in Management, Economics or Finance
• 2-3 years of relevant experience in corporate finance positions in industry/ services companies or general positions in Big 4 Auditing companies, private equity funds, investment banks and M&A boutiques.
• Business and finance oriented mindset
• Ambition and relentless drive, being proactive in the pursuit of sources of value
• Fast learner and Tech-savvy, eager to implement new procedures with new tools to improve efficiency through automation of tasks
• Results-driven with attention to detail, being autonomous and responsible for deliverables
• Ability to work under pressure and short deadlines
• Fluent in English (mandatory);
• Outstanding at solving complex problems that require logical reasoning and good intuition;
• Able to work in a highly dynamic and international environment;
• Proficiency in Microsoft Excel / Google Spreadsheets and Microsoft Powerpoint / Google Slides

Corporate Finance Associate / Senior Associate Areas of Ownership

• Perform analysis on the financial and operational performance of different business segments across regional offices, in order to provide business segments with necessary insights to drive decisions
• Assist in driving FP&A objectives through the various budgeting and forecasting exercises held throughout the financial year
• Builds and maintains Group corporate financial model that details the entire Group’s operations and projections of future performance
• Assist in the preparation of various financial and investor reports through the collection, analysis and presentation of information to foster strong investor relations
• Assist in special projects relating to various Group strategic (M&A) and fundraising initiatives
• Work closely with the leadership team to formulate and build the business’ medium to long term financial and strategic plan

Corporate Finance Associate / Senior Associate Relevant Experience

• Bachelor’s Degree in Business, Finance or Accounting
• At least 4-6 years of relevant analytical experience, with Big 4 accounting and/or prior investment banking / corporate finance experience desired but not mandatory
• Exceptional skills in Microsoft Excel related to financial modelling and data analytics, and the requisite ability to utilise Microsoft Word and Powerpoint
• High degree of commitment to meeting deadlines, targets and objectives
• Organized, demonstrate skills in prioritization & ability to multi-task
• Desire to work with ambiguity and passion for problem solving in a fast paced work environment
• Excellent teamwork, communication and interpersonal skills, including ability to work with C-suite management and individuals from a variety of cultures and backgrounds
• Ability to communicate effectively in both English and Mandarin (written and spoken)

Corporate Finance Associate Transaction Services Duties

• Developing an understanding of the target business and its drivers
• Interpretation and analysis of financial and operational information
• Review and analysis of historical trading, cash flow and balance sheets
• Evaluation of the current trading performance of the business
• Review and analysis of projections, and underlying assumptions
• Identify and report key issues which may affect the price our clients are willing to pay for target companies
• Identify and quantify potential risk areas that may need to be addressed as part of the deal structure
• Be involved in the production of quality detailed written reports within agreed timescales, briefing the Partner/Director accordingly

Corporate Finance Associate Transaction Services Basic Qualifications

• ACA/ACCA qualified
• Strong experience of audit, accounts preparation or transaction services
• Outstanding communication skills and ability to build rapport
• Able to quickly identify the core issues from a large volume of data
• Able to identify risk and/or potentially price affecting issues
• Strong experience in using Excel as a reporting and analysis tool
• Client focused, with an emphasis on quality and accuracy
• An ability to understand the bigger picture whilst maintaining an eye on the detail
• Ability to thrive under pressure
• A high level of comerciality to asses relevant information for client access.

Corporate Finance Associate/Senior Associate Key Responsibilities

• Understanding of the GudangAda vision, business, and value proposition
• Strong communication skills, with strong people relationship management and a strong collaborative attitude
• Solid analytical, critical thinking, and problem-solving skills with a high level of attention to detail
• Possession of analytical rigor and a structured thought process that can be clearly articulated
• An adaptable and can-do personality who works autonomously with a lean and flat structure in a dynamic organisation
• Works well under pressure to achieve tight timelines while producing high-quality outputs
• Ability to work collaboratively and win influence at all levels with multi-cultural business partners and stakeholders with various backgrounds
• Investor Relations
• Assist all investor relations efforts, including, but not limited to preparing monthly reporting and investor presentations
• Create investment marketing materials to engage potential investors
• Manage database of potential investors
• M&A and Strategic Partnerships
• Identify potential partners/targets with synergistic potentials with the company’s service offerings and strategy
• Assist in the implementation/integration of M&A and partnership opportunities
• Fundraising
• Assist in the execution of all fundraising activities including data room preparation, pitching presentation material preparation, due diligence, legal documentation
• Others
• Perform industry research and analysis to identify emerging opportunities and underserved markets
• Other ad-hoc projects and activities to support the team and senior management

Corporate Finance Associate/Senior Associate Requirements & Qualifications

• Have 1-3 years of relevant working experience, preferably in investment banking, venture capital, or Big 4 consulting
• Bachelor’s degree in Accounting / Finance / Business and/or any quantitative degree from a reputable university
• Good grasp of accounting, finance, and fundraising process, including but not limited to financial modeling and valuation, financial statement analysis, and due diligence
• Proficient in Excel and Powerpoint
• Additional working knowledge in Bahasa Indonesia would be advantageous

Corporate Finance Associate Functions

• Working within our ERP system (Sage Intacct) to assist in accounts receivable, accounts payable, and general ledger entries.
• Maintain relationships with our internal employees in our regional offices to help the administration and communication to our corporate office
• Build ad hoc reports within Sage Intacct and/or our business intelligence tool, Domo.
• Maintain and build relationships with clients as it relates to outstanding invoices to assist in collection activities
• Work with our payroll software, ADP Workforce Now, tracking pay and applying deductions such as HSA accounts, health insurance, wage garnishments, taxes, etc.

Corporate Finance Associate Professional Qualifications

• Bachelor’s degree
• Must be detail oriented, accurate, and organized
• Strong computer skills and proficiency with the MS Office Suite (Excel, Outlook)
• Strong work ethic and positive attitude
• Responsible and trustworthy when handling confidential information
• Ability to learn new computer software
• Must have problem solving abilities

Corporate Finance Associate Operational Focus

• Prepare short term cash flow and liquidity forecasts
• Prepare monthly/quarterly bank reporting (incl. borrowing base and covenant reporting)
• Prepare and maintain film forecast models to inform GAAP financial projections
• Forecast and track film license fee revenue and marketing spend (v. budget)
• Analyze royalty statements from international partners to draw conclusions about foreign performance to inform strategic decision making
• Work closely with internal teams to qualify for film production loans
• Ad hoc projects as needed

Corporate Finance Associate Experience Requirements

• 3+ years of experience at a financial services firm or within a corporate finance role at a media/entertainment company
• Bachelor’s degree in Accounting or Finance. CPA a plus
• Advanced knowledge and application of Microsoft Excel and experience managing complex datasets
• General understanding of GAAP financial reporting and analyzing financial statements (P&L, Balance Sheet, Cash Flow)
• Detail-oriented with strong organizational skills and the ability to manage multiple, time-sensitive projects and competing priorities in a demanding fast-paced environment
• Strong interpersonal skills with the ability to collaborate across teams and present to all levels of the company