WHAT DOES A CORPORATE FINANCE ANALYST DO?
Published: August 21, 2024 - The Corporate Finance Analyst conducts in-depth financial analysis and prepares company profiles and industry studies to support the team's evaluations and presentations. This role involves maintaining and enhancing financial models to compare financing alternatives and supporting decision-making for management and the Board of Directors. The analyst also oversees the forecasting, reporting processes, and compliance with debt and investor reporting requirements, ensuring accurate and timely updates.
A Review of Professional Skills and Functions for Corporate Finance Analyst
1. Corporate Finance Analyst Responsibilities
- Business and Market Research: Conduct business and market research using the internet, business directories, and database resources.
- Pitch Preparation: Assist with the preparation of pitch presentations to prospective clients.
- Financial Modeling: Build, update, and maintain MS Excel-based financial and valuation models.
- Data Analysis and Reporting: Assist with data gathering, analysis, and writing of Information Memoranda for merger, acquisition, and financing transactions.
- Analytical Skills: Apply analytical skills in client data analysis and report development.
- Cross-functional Collaboration: Collaborate on cross-functional teams to deliver client service results.
- Client and Market Identification: Identify potential sources and the markets in which we compete for potential clients and refer them to the President of Corporate Finance.
- Research Sourcing: Source research mediums applicable to the client business - Internet, industry, and government written documentation.
- Customer and Competitor Interviews: Conduct interviews with customers and competitors, and gather information in site visits.
- Market Trend Analysis: Keep abreast of market trends to assess current approaches and compare research results.
- Research Method Adaptation: Monitor existing approaches to research and adapt methods.
- Customer Service: Accountable for a highly developed level of customer service, ensuring that customer needs and requests are responded to in a timely, accurate, and professional manner.
2. Corporate Finance Analyst Accountabilities
- Financial Analysis: Analyze internal financial statements and company performance.
- Report and Presentation Preparation: Prepare reports, presentations, and ad-hoc requests for senior management and investors.
- Strategic Initiative Support: Support strategic initiatives within the team and the whole organization to enhance the operational and financial model of the company.
- M and A Evaluation: Evaluate companies and business partners for M and A, potential investment, risk management, and due diligence purposes.
- Financial Initiatives: Identify and run financial initiatives for Bitpanda to improve and coordinate internal processes, product development, and project management.
- Strategic Recommendations: Make strategic recommendations for solutions to business problems and opportunities using data analytics and predictive modeling.
- Qualitative and Quantitative Analysis: Assist with the development of qualitative and quantitative analysis resulting from information obtained through research.
- Market and Industry Trends: Formulate market and industry trends, broad synopsis as well as general conclusions.
- Technical Analysis: Prepare technical-based analysis, which may be in the form of projections, forecasts, and/or models.
- Competitive Issue Identification: Identify competitive issues and performance indicators on both a macro and micro level specific to the target market.
- Report Design and Compilation: Produce, design, and compile accurate, succinct reports and correspondence.
- Presentation Assistance: Assist in the preparation of internal and external presentations.
3. Corporate Finance Analyst Job Description
- Financial Modeling Leadership: Lead and develop Genesis Energy's long-term financial modeling capability, including asset valuation and whole of business financial models.
- Corporate Development Support: Support corporate development opportunities through the evaluation of investment projects (both major capital expenditure projects and new business opportunities).
- Investment Project Modeling: Model the financial viability of investment projects using discounted cash flow analysis and other valuation methodologies as appropriate.
- Financial Impact Analysis: Analyze the impact of investment projects on Genesis Energy's financial performance, financial position, and banking covenants in collaboration with other parts of Finance like Treasury.
- Report and Presentation Preparation: Prepare reports, presentations, and recommendations to Genesis Energy Executives.
- Investor Relations Analysis: Assist the Investor Relations function by providing analysis on equity market performance, investor targeting, and supporting preparation of market disclosures.
- Economic Analysis and Financial Modeling: Develop economic analysis financial models, balance sheets, and cash flow statements, including the application of various valuation techniques.
- Industry Research: Research the industries in which clients operate to support senior marketing initiatives.
- Document Development: Develop non-disclosure agreements, memorandums of understanding, and presentations.
- Business Model Development and Negotiation: Participate in the development and negotiation of business models and final contracts.
- Budget Control and Monitoring: Control and monitor the internal corporate finance budget.
4. Corporate Finance Analyst Overview
- Budget Coordination: Coordinate annual budgeting process.
- Financial Reporting: Prepare monthly, quarterly, and annual management financial reports (actual vs budget and its analysis).
- Budget Updates and Forecasting: Be responsible for budget updates in the system and prepare forecasts on a monthly basis.
- Financial Modeling: Develop financial models that help guide the decision-making process for long-term strategic planning about revenue/cost drivers and new business initiatives.
- Financial and Strategic Analysis: Provide and lead financial and strategic analysis on major decisions related to the company’s funding strategy, M and A opportunities, and strategic initiatives.
- Business Performance Analysis: Interact with business unit leads to analyze business performance and drive positive strategic changes across the organization.
- Industry Research: Conduct industry research related to trends, risks, and opportunities.
- Internal Reporting and Investor Communication: Assist in the preparation of regular and ad hoc internal reporting (highlighting key financial and business performance indicators) and investor communications.
- Stakeholder and Investor Relations: Maintain relationships with key stakeholders and investors.
- Board and Investor Presentations: Assist in the production of Board and investor presentations.
- Capital Raising Support: Assist with debt and equity capital-raising activities.
- Investor Relations Support: Support IQHQ’s investor relations efforts, including the quarterly earnings call and investor presentations.
5. Corporate Finance Analyst Tasks
- Financial Analysis Preparation: Prepare financial analysis on companies that the team is evaluating for making a presentation.
- Company Profiling and Industry Studies: Prepare company profiles and industry studies to assist the team in understanding the position of a client in the sector.
- Model Maintenance: Maintain a model (Excel) that compares financing alternatives.
- Database Proficiency: Utilize and become very proficient in the databases that the team uses.
- Schedule Updates: Update weekly the team's deal and pitching schedule.
- Transaction Involvement: Be proactively involved in every phase of a transaction.
- Forecasting and Reporting Ownership: Develop and own the annual/quarterly forecasting and reporting process for the company’s portfolio.
- Corporate Forecast Model Management: Build enhancements to and own IQHQ’s corporate forecast model.
- Corporate Model Analysis: Leverage the corporate model to conduct analysis and support decision-making for IQHQ management and the Board of Directors.
- External Reporting: Complete external reporting relating to debt compliance and investor reporting requirements.
- Calendar Maintenance: Maintain IQHQ’s corporate and reporting calendars.