CORPORATE FINANCE SPECIALIST RESUME EXAMPLE

Published: August 22, 2024 – The Corporate Finance Specialist performs in-depth financial analysis to assess the implications of capital expenditure, gearing, and dividend scenarios for the Group, ensuring alignment with strategic objectives and comparison to peers. This role involves coordinating the valuation process and Integrated Planning Process, working closely with Business Units to evaluate complex central activities, and updating Group WACC calculations with key assumptions. The specialist also utilizes the Capital Planning System to monitor and analyze capital spending, ensuring compliance with budgets and investment plans while preparing and managing corporate documentation for regulatory filings.

Tips for Corporate Finance Specialist Skills and Responsibilities on a Resume

1. Corporate Finance Specialist, Green Valley Investments, Lexington, KY

Job Summary: 

  • Works closely with the Controller to ensure the completion of all monthly, quarterly, and year-end closings (entries and reports)
  • Manages the daily cash and inventory balance to the General Ledger
  • Manages reconciliation of accounts, and all required entries – bank accounts, AP and accrued payables, AR, Inventory, Credit Cards, and WIP
  • Ensures the invoicing of all Sales and Services, including manual billings
  • Manages fixed asset listing and depreciation schedule
  • Ensures maintenance of all general ledger and sub-ledgers
  • Works closely with Controllers to continuously improve processes to maximize cost and efficiencies (i.e. shipping, receiving, inventory, etc.)
  • Provide project management support for Engineering/Operations – costing review and billing
  • Manage project management accounts – analyzing project costs and recognizing revenue
  • Assisting in applying for a residence permit for foreign employees


Skills on Resume: 

  • Financial Reporting (Hard Skills)
  • Cash and Inventory Management (Hard Skills)
  • Account Reconciliation (Hard Skills)
  • Invoicing (Hard Skills)
  • Fixed Asset Management (Hard Skills)
  • Process Improvement (Soft Skills)
  • Project Management (Hard Skills)
  • Regulatory Compliance (Soft Skills)

2. Corporate Finance Specialist, Blue Ridge Financial Group, Asheville, NC

Job Summary: 

  • Analysis and interrogation of financial data received from clients including the ability to gather information, identify linkages and trends and apply findings to reports.
  • Attend at client meetings and marketing events, research into potential new clients, and industry updates where required
  • Prepare financial models – P&L, Balance sheet and Cashflow
  • Collation of other financial analyses on Excel – being able to create a tailored analysis for any specific situation
  • Managing a due diligence data room and responding to due diligence questions.
  • Research into companies and industries
  • Organize and manage numerous detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
  • Draft various tailored PowerPoint documents – Information Memorandums, Briefing Packs, presentations, etc with a high level of autonomy
  • Support external communication and update relevant guidelines/procedures 
  • Undertake ad-hoc projects, including the current best practice financial modeling project and the adoption and improvement of the Capital Planning System.


Skills on Resume: 

  • Financial Data Analysis (Hard Skills)
  • Client Meeting Participation (Soft Skills)
  • Financial Modeling (Hard Skills)
  • Excel Financial Analysis (Hard Skills)
  • Due Diligence Management (Hard Skills)
  • Industry Research (Hard Skills)
  • Task and Priority Management (Soft Skills)
  • PowerPoint Presentation Creation (Hard Skills)

3. Corporate Finance Specialist, Summit Capital Partners, Denver, CO

Job Summary: 

  • Support (lead) the initial financial/ESG rating process 
  • Act as the main day-to-day contact for rating analysts, advisors, banks, investors
  • Lead data file assembly in support of financial rating, structured debt transaction, and ESG & other reporting requirements
  • Standardize methodology and presentation of data
  • Expand the financial models underpinning the fundraising activities
  • Build new models for new forms of financing
  • Collaborate closely with accountants, auditors, treasury and finance functions as well as key internal stakeholders such as fleet management, legal and marketing
  • Prepare presentations for internal and external meetings (rating agencies, investors, Board) to present outcome/results of own work
  • Work closely with accounting/finance/treasury departments to ensure ongoing timely reporting in support of the financial rating and existing and future funding transactions
  • Support structured debt transaction marketing, negotiation and execution through excellent, task-specific financial modelling and presentations
  • Train and support team members in financial modeling, work on special projects 


Skills on Resume: 

  • Financial/ESG Rating Process (Hard Skills)
  • Stakeholder Communication (Soft Skills)
  • Data File Assembly (Hard Skills)
  • Methodology Standardization (Hard Skills)
  • Financial Model Expansion (Hard Skills)
  • Cross-functional Collaboration (Soft Skills)
  • Presentation Preparation (Hard Skills)
  • Team Training (Soft Skills)

4. Corporate Finance Specialist, Evergreen Financial Solutions, Portland, OR

Job Summary: 

  • Liaise with the Department of Finance, Central Bank, Revenue
  • Prepare and deliver department objectives
  • Identify, research, and analyze possible risks and areas that may impact the financial sector and economy
  • Review parliamentary questions and representations
  • Carry out empirical research on strategies and provisions
  • Prepare briefing materials on Financial Advisory matters for stakeholders in other regulatory bodies
  • Review parliamentary questions and representations
  • Managing cash flow, including cash flow control and plan-fact analysis of cash flow budget execution
  • Opening accounts with financial institutions and passing KYC/AML compliance
  • Performing KYC/AML checks on clients, contractors and partners
  • Overseeing commercial, supply and loan agreements, including negotiating and executing agreements, controlling fulfillment of the terms and maintaining the registry of agreements
  • Following up with clients, partners, debtors and creditors


Skills on Resume: 

  • Government Liaison (Soft Skills)
  • Objective Setting (Soft Skills)
  • Risk Analysis (Hard Skills)
  • Empirical Research (Hard Skills)
  • Briefing Preparation (Hard Skills)
  • Cash Flow Management (Hard Skills)
  • KYC/AML Compliance (Hard Skills)
  • Contract Negotiation (Soft Skills)

5. Corporate Finance Specialist, Horizon Wealth Advisors, Tampa, FL

Job Summary: 

  • Assisting the Investment and Strategy Consulting Team on market research, financial modeling, investment feasibility projects, strategic planning projects
  • Conducting market/industry/company research and reporting
  • Analyzing and verifying financial data and product/service information received from the clients
  • Analyzing financial statements/projections, building financial models, valuation and running sensitivities, preparing investment feasibility reports
  • Preparing project presentations on Information Memorandums, Investor Decks, Financial Models, Feasibility Reports, Market Research
  • Establish relationships with counterparts and interact with top management of the client/investors
  • Provide financial strategic analysis related to the Company's funding and capital markets strategy, M&A, investment opportunities and strategic partnerships.
  • Develop financial models and valuation analyses that help guide the decision-making process.
  • Conduct industry and market research related to trends, risks, opportunities and competitive landscape.
  • Participate in deals end-to-end, including strategy development, deal negotiation & structuring, due diligence 
  • Coordinating with finance, legal, tax and other departments to ensure seamless deal execution.
  • Work closely with the Financial Planning & Corporate Analysis Head to create investment memorandum and related presentations for senior management, board and shareholders.


Skills on Resume: 

  • Market Research (Hard Skills)
  • Financial Modeling (Hard Skills)
  • Investment Feasibility Analysis (Hard Skills)
  • Presentation Preparation (Hard Skills)
  • Client Relationship Management (Soft Skills)
  • Strategic Financial Analysis (Hard Skills)
  • Deal Negotiation (Soft Skills)
  • Cross-functional Coordination (Soft Skills)

6. Corporate Finance Specialist, Riverstone Equity Management, Austin, TX

Job Summary: 

  • Review and update key inputs into capital allocation and investment appraisal processes to support optimal investment decision-making (inc. Group WACC and Country risk premia).
  • Perform analysis on implications of capital expenditure, gearing and dividend scenarios for the Group over a 5-year time horizon to support decisions for the allocation of capital to major organic and inorganic growth opportunities.
  • Form an understanding of Group medium to long-term strategic objectives and constraints (operational, structural and capital) and support the workstreams to articulate the impact on internal and external valuation of strategic decisions.
  • Participate in the Group’s sum of the parts valuation process (Life of Mine horizon) and Integrated Planning Process (5-year horizon)
  • Coordinate the inputs from the Business Units and perform the valuation for complex central activities.
  • Perform analysis and determine key messages to be presented to senior management considering key trade-offs/decisions to be made in the context of the Integrated Planning Process and other planning and reporting instances.
  • Support other capital and valuation-related work such as providing a commercial and financial review of Project Investment proposals


Skills on Resume: 

  • Capital Allocation Analysis (Hard Skills)
  • Investment Appraisal (Hard Skills)
  • Financial Scenario Analysis (Hard Skills)
  • Strategic Objective Alignment (Soft Skills)
  • Valuation Process Participation (Hard Skills)
  • Business Unit Coordination (Soft Skills)
  • Senior Management Reporting (Soft Skills)
  • Project Investment Review (Hard Skills)

7. Corporate Finance Specialist, Pinnacle Financial Strategies, Seattle, WA

Job Summary: 

  • Perform analysis on implications of capital expenditure, gearing, and dividend scenarios for the Group and comparison to peers 
  • Provide financial analysis to support Group capital structure decision making considering the key messages to be presented to senior management and the key trade-off/decisions to be made 
  • Participate in the Group valuation process and Integrated Planning Process (IPP)
  • Co-ordinate the inputs from the Business Units and perform the valuation for complex central activities Review
  • Update the calculations supporting the Group WACC, incorporate appropriate judgments, and highlight key assumptions
  • Work with Business Units/Functions to understand the rationale behind requests for capital
  • Effectively use the Capital Planning System to understand the key drivers of capital expenditure (actual and forecast), compliance to plans, and investment capacity planning 
  • Perform monthly analysis of capital spending across the Group compared to the capital budget, expectations, and external capital guidance
  • Managing HR documentation, including employment contracts, annexes and orders
  • Preparing and filing corporate template documents with the Latvian Enterprise Register


Skills on Resume: 

  • Capital Expenditure Analysis (Hard Skills)
  • Financial Analysis (Hard Skills)
  • Valuation Process Participation (Hard Skills)
  • Business Unit Coordination (Soft Skills)
  • WACC Calculation Update (Hard Skills)
  • Capital Planning System Utilization (Hard Skills)
  • Monthly Capital Spending Analysis (Hard Skills)
  • HR Documentation Management (Soft Skills)