CORPORATE FINANCE SKILLS, EXPERIENCES, AND JOB REQUIREMENTS

Published: May 27, 2025 - The Corporate Finance Professional applies advanced skills in financial analysis, budgeting, and forecasting to support strategic decision-making and business growth. This role requires expertise in capital allocation, risk management, and accurate financial reporting to ensure organizational stability and performance. The individual collaborates effectively across departments to deliver actionable insights that align financial strategies with corporate objectives.

Essential Hard and Soft Skills for a Corporate Finance Resume
  • Financial Analysis
  • Cash Forecasting
  • Forecast Modeling
  • Capital Planning
  • Fund Allocation
  • Account Reconciliation
  • Model Ownership
  • Tax Preparation
  • Compliance Oversight
  • Valuation Analysis
  • Investor Communication
  • Team Collaboration
  • Relationship Building
  • Conflict Resolution
  • Strategic Partnership
  • Bank Liaison
  • Model Communication
  • Client Communication
  • Stakeholder Alignment
  • Workflow Coordination

Summary of Corporate Finance Knowledge and Qualifications on Resume

1. BA in Finance with 3 years of Experience

  • Experience working in cost control
  • Proficiency Power BI, FMVA(c), Regression skills 
  • Exceptionally well organized with an aptitude for data
  • Outstanding communication skills, both written and verbal
  • Solid networking and interpersonal skills
  • Able to generate budgets and reports
  • Strong presentation skills, able to explain concepts concisely and accurately
  • Able to develop strong, cooperative relationships with department heads
  • Creative thinking skills and the ability to solve problems

2. BA in Investment Management with 1 year of Experience

  • Strong communication and decision-making skills
  • Able to compile complex information, design reports and analyze data
  • Excellent presentation, organization, and research skills
  • Academic and practical knowledge of generally accepted accounting principles (GAAP)
  • Excellent analytical and modeling skills, in-depth knowledge of financial statement analysis 
  • Strong understanding of corporate finance concepts such as discounted cash flow and valuation methodologies

3. BA in Managerial Finance with 2 years of Experience

  • Prior experience in investment banking
  • Strong Excel and PowerPoint skills
  • Experience in modeling in the Google suite of products
  • Experience with Adaptive Insights, Anaplan, or other planning software
  • Excellent problem-solving and analytical skills
  • Working experience with SQL
  • Goal-oriented mindset and are bright and kind

4. BA in Business Finance with 3 years of Experience

  • 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
  • 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

5. BA in Financial Economics with 7 years of Experience

  • Working experience in finance in a fast-paced environment
  • Experience within a corporate finance team managing various financial statements
  • Experience in public companies and investment banking
  • Previous finance management experience
  • Ability to cultivate effective relationships and work cross-functionally
  • Strong planning, process management, communication, and organizational skills
  • Strong communicator with solid written and oral communication skills
  • Ability to discuss complex ideas and resolve difficult issues while partnering with company leaders
  • An analytical mindset is comfortable with developing new frameworks to aid decision-making
  • Advanced modeling skills and knowledge of Excel, budgeting, and ERP/accounting applications
  • Strong understanding of financial concepts and accounting principles for all three financial statements
  • Experience with Adaptive Insights and Workday Financials
  • Experience with data visualization and business intelligence tools like Alteryx and Tableau
  • Comfortable working in a dynamic and hyper-growth environment

6. BA in Global Finance with 2 years of Experience

  • Excellent communication and organizational skills
  • Proficient in MS Word, Excel and PowerPoint
  • Ability to prioritize, organize, and perform multiple tasks
  • Able to work well within a team, as well as work independently on projects
  • Demonstrates an ability to learn quickly and independently
  • Demonstrated record of accomplishments
  • Demonstrated problem-solving skills
  • Strong analytical (quantitative, financial) and communication skills (verbal and written)
  • Strong skills and experience in Microsoft Excel and good knowledge of PowerPoint
  • Interest in the space industry and/or the telecommunication and/or media industry
  • Fluent in English and French
  • Previous internship in a corporate finance team, an investment bank or a consulting firm

7. BA in Business Analytics with 8 years of Experience

  • Must be a strategic problem solver with the ability to translate the vision into practical, quantitative plans
  • Ability to set clear and measurable performance plans, rigorously monitor progress against such plans, and link action to business priorities
  • Ability to influence others and forge strong, diverse teams of people with multiple perspectives and talents
  • Must be highly articulate and able to make compelling arguments
  • Outstanding oral and written communication and presentation skills
  • Demonstrates a clear commitment to the highest standards of professional and personal conduct, and holds others to the same standard
  • Experience in finance with strong Financial Planning and Analysis skills
  • Attention to detail with strong analytical and organizational skills
  • Strong communication skills, both written and verbal
  • Ability to work in detail and also step back to understand and articulate the bigger picture
  • Ability to work well under pressure and to prioritize multiple projects
  • Ability to coordinate with various partners to take on sophisticated issues and deliver results
  • Good work ethic and ability to work as part of a broader team
  • Self-motivated with a positive attitude
  • High proficiency in Power BI, MS Excel and PowerPoint
  • Experience with Workday and TM1
  • Experience in the insurance industry

8. BA in Actuarial Science with 5 years of Experience

  • Progressive Corporate Finance, FP&A, Investment Banking or Consulting experience
  • Advanced proficiency in Excel, PowerPoint and Google Docs/Sheets/Slides, comfortable with analyzing large amounts of data
  • Solid understanding of financial reporting and financial planning and analysis
  • Experience preparing and presenting information to key decision-makers
  • Excellent verbal and written communication skills
  • High-level understanding of data management practices
  • Solid communication, presentation, and relationship-building skills
  • Analytical thinker with the ability to summarize financial data into clear and concise recommendations for strategic decision support
  • Results-oriented and able to roll up sleeves to accomplish tasks
  • Able to work in a fast-paced, high-growth environment
  • Financial Systems experience (e.g., SAP, Anaplan, Hyperion, Host Analytics / Planful, Adaptive, Netsuite)
  • Experience implementing Finance systems and acting as a key constituent in implementing and maintaining system metadata, executing system projects, creating and maintaining process and training documentation

9. BA in Financial Accounting with 3 years of Experience

  • Finance experience with demonstrated progression in responsibility (Valuation, Financial Modelling, Corporate Finance)
  • Commercial experience and/or relevant industry or transaction experience within a Big 4 environment
  • Detailed understanding of P&L, balance sheet and cash flow analysis and forecasting
  • Advanced command of verbal and written English,
  • Strong communication skills and experience working with cross-functional employees
  • Advanced knowledge in MS Office Applications,
  • Basic understanding of core legislative topics such as corporate taxation, VAT and dividend distribution
  • Ability to use Bloomberg
  • An analytical and curious mindset focused on how businesses are structured and how they can be modelled effectively, keeping in mind important industry-specific KPIs

10. BA in Financial Markets with 2 years of Experience

  • Ability to work effectively and collaborate with people at all levels of the organization
  • Strong interpersonal skills, deals honestly with people
  • Strong problem-solving and strategic thinking skills
  • Ability to manage multiple priorities at once and shift priorities seamlessly
  • Outstanding organizational skills and attention to detail
  • Excellent written, verbal communication and presentation skills
  • Dependable, flexible and professional demeanor
  • Ability to prioritize and deliver results in a fast-moving company
  • Must be able to do repetitive, simple grasping, fine manipulation, pushing and pulling frequently
  • Must possess a valid driver’s license and drive to and from work locations
  • Must be flexible and willing to work a varied schedule that could include nights, weekends and holidays as dictated by the needs of the business

11. BA in Finance with 3 years of Experience

  • Professional Finance experience, with exposure to detailed analytics and forecasting, along with a collaborative approach to decision making
  • Strong analytical background, mastery of statistical concepts related to demand forecasting
  • Exceptionally detail-oriented and able to translate big-picture analysis while never losing sight of the finer points
  • Must be comfortable and adept at managing data sets that can reach into the millions of intersections
  • Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced, high-pressure environment
  • Strong communication and presentation skills
  • Strong teamwork and interpersonal skills
  • Must be able to form positive relationships with business partners and peers
  • Ability to maintain strict confidentiality around product launches, corporate forecasts and other strategic initiatives

12. BA in Equity Research with 2 years of Experience

  • Experience in financial analysis or planning roles
  • Strong financial systems skills with advanced proficiency in Microsoft Office applications
  • Strong Excel skills in data compilation and aggregation (e.g., pivot tables, v-lookup)
  • Strong analytical, problem-solving and financial modeling skills
  • Knowledge of accounting principles, theories and practical applications
  • Works well in a team environment and demonstrates the ability to interact with various professional levels within the organization
  • Exceptional verbal, interpersonal and written communication skills
  • Ability to communicate complex business issues in a clear and concise manner
  • Ability to effectively manage and prioritize multiple work assignments simultaneously
  • Ability to manage ambiguity and develop perspective in a dynamic and fast-paced environment

13. BA in Financial Engineering with 4 years of Experience

  • In-depth knowledge of GAAP
  • Ability to synthesize and present technical information in an easy-to-understand manner
  • Time management and prioritization skills to ensure CFO deliverables are met
  • Strong understanding of banking and treasury functions
  • Strong working knowledge of detailed financial analysis
  • Experience managing financial projects (e.g., developing/implementing new accounting processes)
  • In-depth knowledge of federal, state, and local tax compliance regulations and reporting
  • Previous experience in public accounting
  • Exceptional communication and presentation skills
  • Skilled people leader and ability to perform, manage and coach
  • Experience in controllership or a senior finance role in a public company
Relevant Information
Corporate Finance Director Skills, Experience, and Job Requirements
Corporate Finance Intern Skills, Experience, and Job Requirements
Corporate Finance Analyst Skills, Experience, and Job Requirements
Corporate Finance Manager Skills, Experience, and Job Requirements