Published: August 22, 2024 - The Corporate Finance Associate prepares transaction documents, conducts financial analysis, and builds sophisticated valuation models to support decision-making. This role involves conducting market research and benchmarks to identify acquisition targets and investors while providing relevant information to clients and deal teams. The associate also supports business development, cross-border transactions, and the development of innovative financial solutions in coordination with other business lines.
Tips for Corporate Finance Associate Skills and Responsibilities on a Resume
1. Corporate Finance Associate, RedRiver Capital, Austin, TX
Job Summary:
- Perform analyses for senior management on all aspects of Raistone’s trade finance activity
- Work closely on the financial forecast for the company
- Prepare presentation materials for the Board of Directors
- Support the company’s capital raising efforts, including liaising with investment banks and investors
- Coordinate pricing analysis and strategies with the sales and risk teams
- Perform research to identify potential new business opportunities
- Coordinate with sales, operations and risk to prepare key metrics for management
- Assist in developing cash management and other treasury functions
- Identify trends in Raistone’s key metrics and provide suggestions for improvements to management
- Develop good working relationships both internally and externally
- Keep colleagues informed of progress on all assignments.
Skills on Resume:
- Financial Analysis (Hard Skills)
- Financial Forecasting (Hard Skills)
- Board Presentation Preparation (Hard Skills)
- Capital Raising (Hard Skills)
- Pricing Strategy Coordination (Hard Skills)
- Business Opportunity Research (Hard Skills)
- Cash Management Development (Hard Skills)
- Internal and External Relationship Building (Soft Skills)
2. Corporate Finance Associate, BlueWave Financial, Denver, CO
Job Summary:
- Build trusted relationships with key cross-functional business partners within the R&D (Engineering, Product and Design) and G&A (People, Legal and Finance) teams
- Work closely with the leadership team to understand operational levers that impact the financial well-being of the business
- Partner with the business to support strategy and decision-making.
- Lead ad hoc financial modeling and analysis, build detailed financial, scenario-based models to evaluate investment priorities and potential alternatives
- Ensure that forecasts incorporate trends and current/future business strategies
- Build and maintain consolidated financial models to plan the business and allow for appropriate sensitivities
- Own monthly and quarterly Budget vs Actual reporting and ensure a high degree of quality, timeliness, and accuracy in reporting
- Provide key business insights and perspective outlooks
- Quantify risks and opportunities in achieving forecasts and explaining variances to forecasts.
- Create ad hoc analysis/sensitivities to understand potential outcomes
- Monitor P&L lines during monthly financial close and discuss variances to forecast and conduct research
Skills on Resume:
- Relationship Building (Soft Skills)
- Operational Levers Understanding (Soft Skills)
- Strategic Decision-Making Support (Soft Skills)
- Financial Modeling (Hard Skills)
- Forecasting Incorporation (Hard Skills)
- Consolidated Financial Model Building (Hard Skills)
- Budget vs Actual Reporting (Hard Skills)
- Risk and Opportunity Quantification (Hard Skills)
3. Corporate Finance Associate, Greenfield Partners, San Diego, CA
Job Summary:
- Analyze financial information and build comprehensive and flexible financial models to provide recommendations to management in making investment decisions
- Develop financial models and reports for presentation to lenders for arranging project finance
- Assist management in review of lender term sheets and loan documents
- Run due diligence process to avail financing
- Maintain ongoing reporting to ensure timely availability of funds from lenders
- Prepare draw requests and other due diligence documents for lenders
- Prepare financial data and summary information for use in ongoing management reporting
- Performs ad hoc analysis and forecasts for the management team
- Develop a solid understanding of the business of each client worked on.
- Be a proactive, professional and responsible team member both on-site and in the office.
- Carry out any ad hoc work as and when it is reasonably requested by colleagues
Skills on Resume:
- Financial Analysis (Hard Skills)
- Financial Modeling (Hard Skills)
- Project Finance Reporting (Hard Skills)
- Lender Document Review (Hard Skills)
- Due Diligence Process Management (Hard Skills)
- Fund Availability Reporting (Hard Skills)
- Management Reporting (Hard Skills)
- Client Business Understanding (Soft Skills)
4. Corporate Finance Associate, Horizon Capital Advisors, Miami, FL
Job Summary:
- Analysis of the impact of corporate/strategic initiatives
- Involvement in capital management initiatives
- Assist in the development of business development strategy/initiatives
- Assist the wider business in preparing useful financial modeling and analysis
- Assist executive management and different business divisions with tasks
- Maintain, update and modify internal valuation models
- Produce a valuation of the Aveo portfolio for financial reporting purposes at each reporting date
- Liaise and work with external consultants involved in this process
- Assist with valuation/due diligence/preparation process for acquisitions/divestments
- Develop new analysis tools and help implement process improvements through technology
Skills on Resume:
- Impact Analysis (Hard Skills)
- Capital Management (Hard Skills)
- Business Development Strategy Assistance (Soft Skills)
- Financial Modeling and Analysis (Hard Skills)
- Executive and Divisional Support (Soft Skills)
- Valuation Model Management (Hard Skills)
- External Consultant Collaboration (Soft Skills)
- Process Improvement Implementation (Hard Skills)
5. Corporate Finance Associate, Summit Ridge Finance, Atlanta, GA
Job Summary:
- Assist in the evaluation of a client's business to understand the value drivers and market background of the client's business
- Produce and/or review and edit key documents for the transaction (e.g. blind profiles, Information Memorandum, etc.) before approval
- Draft letters/emails of advice for the team leader to approve
- Work with other team members (delegating where appropriate) to deliver assigned project work and exceed client expectations
- Prepare and support presentations (such as pitches for business, management presentations to purchasers and feedback to clients)
- Identifying potential business opportunities
- Conducting valuations and other financial analyses
- Preparing and presenting documents for client meetings
- Coordinating execution activities including transaction documentation and process management
- Managing activities of analysts and interns, being responsible for the combined output
- Maintain relationships with stakeholders involved in transactions including team members, professionals from other departments of NIBC as well as clients and external advisors
Skills on Resume:
- Business Evaluation (Hard Skills)
- Document Production and Review (Hard Skills)
- Communication Drafting (Soft Skills)
- Team Collaboration and Delegation (Soft Skills)
- Presentation Preparation and Support (Hard Skills)
- Business Opportunity Identification (Soft Skills)
- Valuation and Financial Analysis (Hard Skills)
- Stakeholder Relationship Management (Soft Skills)
6. Corporate Finance Associate, MapleLeaf Advisors, Seattle, WA
Job Summary:
- Act as a day-to-day point of contact with corporate clients, providing regulatory and strategic public market advice
- Support on the structuring and execution of transactions on behalf of corporate clients including IPOs, secondary fundraisings and M&A.
- Conduct due diligence on the industry and company, valuation analysis
- Prepare marketing materials, draft transactional documentation and announcements, and ensure a high standard of record-keeping
- Assist with/oversee client take-on, including appropriate due diligence measures and associated record-keeping
- Work with the Private Fund Raising team to help early-stage and growth companies scale up through M&A or private fundraises
- Manage and assist with the preparation of financial models and business valuations, including using DCF, merger and LBO models
- Assist in origination efforts by preparing marketing materials/pitches to prospective new clients
- Oversee the work of analysts and interns assigned to specific projects
- Keep various data sources up to date including CRM (SingleTrack)
Skills on Resume:
- Client Communication (Soft Skills)
- Transaction Structuring and Execution (Hard Skills)
- Due Diligence (Hard Skills)
- Marketing Material Preparation (Hard Skills)
- Client Take-On and Record-Keeping (Hard Skills)
- Financial Modeling and Valuation (Hard Skills)
- Origination and Pitch Preparation (Hard Skills)
- Team Management (Soft Skills)
7. Corporate Finance Associate, Ironwood Financial Group, Chicago, IL
Job Summary:
- 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 that may affect the price 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
- Provide support to the rating, SECM and Green and Sustainable originator to pitch and execute transactions
- Provide support in the development of multi-product pitches to enhance the equipment rate of clients
- Under the guidance of senior team members improve marketing and execution capabilities
Skills on Resume:
- Projection Review and Analysis (Hard Skills)
- Trading Performance Evaluation (Hard Skills)
- Business Understanding Development (Soft Skills)
- Financial and Operational Information Analysis (Hard Skills)
- Historical Financial Review (Hard Skills)
- Risk Identification and Quantification (Hard Skills)
- Report Production (Hard Skills)
- Marketing and Execution Support (Soft Skills)
8. Corporate Finance Associate, Canyon Bridge Capital, Phoenix, AZ
Job Summary:
- Assist in the preparation and checking of financial information used in the M&A transaction process, including financial reports and forecasts, other financial data analysis, key performance indicators
- Assist in the preparation of briefing notes, written reports and presentations (including Information Memorandums and Business Plans, as well as pitches) for discussion with colleagues, prospective clients and clients
- Desktop research using general research tools and company databases into individual companies, investors, transactions and industries
- Support colleagues within the team during client meetings, calls and other correspondence
- Follow all appropriate firm procedures and protocols to operate within a regulated environment
- Ensure that work is performed to a high quality, with strong attention to detail
- Obtain feedback on their work through Assignment Reports and act on any advice or recommendations made as part of an ongoing career and personal development journey.
- Keep timely and accurate training and CPD records.
- Maximise productivity by ensuring line managers are aware as early as possible when available for work.
- Ensure that work is performed cost-effectively.
Skills on Resume:
- Financial Information Preparation (Hard Skills)
- Report and Presentation Preparation (Hard Skills)
- Desktop Research (Hard Skills)
- Client Meeting Support (Soft Skills)
- Regulatory Compliance (Hard Skills)
- Attention to Detail (Soft Skills)
- Feedback Implementation (Soft Skills)
- Productivity Maximization (Soft Skills)
9. Corporate Finance Associate, SilverCrest Finance, Dallas, TX
Job Summary:
- Assist with the preparation of transaction documents such as pitches, teasers, confidential information memoranda, and management presentations
- Prepare detailed analysis of historical and projected financial performance
- Build sophisticated financial, operating, and valuation models to support decision-making
- Identify potential acquisition targets, purchasers, and investors and their respective acquisition rationale
- Conduct market and industry research, benchmarking analysis, and data compilation projects to provide relevant information to clients and deal teams
- Communicate directly with a variety of parties including clients, other advisors, and transaction counterparties
- Assist with proactive business development and deal initiation activities
- Provide support to the Strategic Solutions team as they build and foster a culture of innovation in partnership with the other business lines
- Provide support in the development and monitoring of cross-border transactions in close coordination with PJ Solomon
- Assist with the team’s interaction with Natixis product teams to monitor innovative solutions proposed to clients in other geographies and support the analysis of whether these solutions could be adapted and pushed on the Americas platform
- Provide support (i.e. corporate analysis, pitches, assist-based analysis) to the team in their development of tailor-made solutions for Natixis clients, with a focus on M&A, investment banking, and capital market solutions
Skills on Resume:
- Transaction Document Preparation (Hard Skills)
- Financial Performance Analysis (Hard Skills)
- Financial Modeling (Hard Skills)
- Acquisition Target Identification (Hard Skills)
- Market and Industry Research (Hard Skills)
- Client Communication (Soft Skills)
- Business Development Support (Soft Skills)
- Cross-Border Transaction Support (Hard Skills)