Corporate Finance Associate Resume Sample
Judy Leffler
241 Tyshawn Springs,
Dallas,
TX
+1 (555) 675 3055
Work Experience
Corporate Finance Associate
05/2018
-
PRESENT
San Francisco, CA
- Engagement in SAP migration workstream
- Review/Clean up of current local ledger GL accounts
- Creation of New SAP accounts for ledger conversion
- Conversion Strategy engagement
- Testing workshop engagement
- Treasury test case delivery
- Represent FIRS in the senior mgt forums when needed. (E.g. Steer Co. PCC, etc.)
- Manage User Communication
- Report and lead discussions on financial and operating results
Corporate Finance TMT Associate
04/2015
-
11/2017
Detroit, MI
- Project manage our planning and month-end close processes
- Recommend ways to automate reporting and streamline processes
- Perform strategic, time-sensitive analysis and communicate key takeaways
- Following an industry to learn the key drivers and trends that influence companies’ decisions
- Participate in all aspects of the Audit life-cycle including planning, testing, documentation, control evaluation, reporting and issue closure validation
- Assist in the pitching of business to new and existing clients, presenting trade finance solutions, and achieving the team’s revenue goals
- Provide capital market and investment banking products and services to clients and prospects
- Prepare information for the distribution process of syndicated transactions including helping to write offering memorandums
Associate Ratings Analytical Corporate Finance
05/2011
-
12/2014
Phoenix, AZ
- Prepare financial models and forecasts for internal analysis and distribution purposes
- Work with clients and RM's to help prepare bank meeting presentations
- Help gather and distribute other on-going information from clients to other financing partners
- Supporting senior members in Buy & Sell Advisory side projects
- Performing financial analyses of companies/markets, identifying potential targets
- Drafting presentations, information memoranda and feasibility studies, reviewing business plans etc
- Supporting valuation and business modelling team, including preparation of pro-forma financial statements, cash-flow predictions, development of investment profitability models etc
- Interacting with clients/experts in various industries (Energy, Manufacturing, FSI etc)
- Occasionally supporting the financial due-diligences team; and
Education
National American University - Colorado Springs Campus
2006 - 2011
Bachelor's Degree in Accounting
Professional Skills
- Excellent multi-tasking skills and ready to deliver under a rapidly changing environment
- Very good PC skills and ideally experience with financial modelling; and
- Exceptional time management and prioritization skills essential
- Outstanding PC skills especially with Excel and PowerPoint
- Highly skilled in Excel & PowerPoint with formal financial modeling and presentation building experience
- Solid analytical, mathematical and/or research skills
- Superior communication skills, both oral and written, and passion for accuracy
How to write Corporate Finance Associate Resume
Corporate Finance Associate role is responsible for research, modeling, reporting, compensation, training, finance, powerpoint, excel, drivers, accounting.
To write great resume for corporate finance associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Corporate Finance Associate Resume
The section contact information is important in your corporate finance associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Corporate Finance Associate Resume
The section work experience is an essential part of your corporate finance associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous corporate finance associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular corporate finance associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Corporate Finance Associate resume experience can include:
- Accounting, management consulting or finance-related experience
- Excellent international working environment
- Experience working collaboratively with a top Finance Partner on complex deals
- Extensive experience in a multiple areas of Finance such as alternative lending and ABS issues
- Experience preparing financial models and forecasts
- Experience with external data search and information gathering
Education on a Corporate Finance Associate Resume
Make sure to make education a priority on your corporate finance associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your corporate finance associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Corporate Finance Associate Resume
When listing skills on your corporate finance associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical corporate finance associate skills:
- Previous experience with: Budgeting; Forecasting; Planning; Variance / Revenue / Expense Analysis; Modeling; and, Valuations
- Financial reporting, planning and forecasting experience
- Direct experience in corporate Financial Planning, Analysis and Reporting
- Experience in investment banking, commercial lending, or corporate finance
- Corporate Finance and/or Financial Planning & Analysis experience
- Experience in a Real Estate and/or Asset Management setting
List of Typical Experience For a Corporate Finance Associate Resume
1
Experience For Corporate Finance TMT Associate Resume
- Perform enterprise level analysis for large projects that span several Caterpillar Business Divisions
- Provide support in the preparation of investment business proposals for management approval
- Take the lead on communicating with regional corporate tax, regional corporate treasury and other function subject matter expert to resolve the issues to ensure compliance globally and regionally
- Understand, follow and provide process improvements to the corporate M&A process playbook and the Enterprise Cost & Business Analysis Manual
- Competencies and profile
List of Typical Skills For a Corporate Finance Associate Resume
1
Skills For Corporate Finance TMT Associate Resume
- Experience using Microsoft products (Excel, Word, PowerPoint, etc.)
- Experience at a top investment bank or consulting firm
- Experience reconciling projections to actual results
- Capability to build strong client relationships and to be a trusted advisor to select clients of the Bank
- Strong familiarity with corporate valuation methodologies and basics of business combination analysis
- Excellent knowledge of Excel and Powerpoint applications and market data systems such as CapIQ, Eikon, Bloomberg and FactSet
2
Skills For Associate, Latam Corporate Trade Finance Resume
- Four (4) years of corporate finance transactions experience in a large law firm environment
- Very good command of English (spoken and written)
- Strong team orientation and high energy level
- At least three years of corporate finance, capital markets or corporate valuation experience in the U.S. market
- Strong work ethic and rigorous attention to detail
- Strong communicator with ability to present concepts, recommendations and analyses to management in a clear, concise and actionable manner
3
Skills For Associate Ratings Analytical Corporate Finance Resume
- Demonstrated success in team collaboration; ability to work well cross-functionally
- At least three (3) years of law firm transactional experience in general corporate matters
- Extensive Corporate Finance experience required
- Understanding Caterpillar’s business and accounting practices, systems and procedures
- Interesting and challenging work; and
- Understanding Citi’s capabilities internally and externally
4
Skills For Corporate Finance Finance Operations Associate Resume
- Tracking of project related activity
- Existing FINRA Series 79, 63 certification a positive, but not a prerequisite
- Travelling (mainly in Slovakia and across Central Europe)
- Thorough understanding of financial accounting principles under U.S. GAAP and financial statement analysis
- Background working within Big 4 Accounting Firm
- Interest in obtaining recognised professional accounting or financial qualification (ACCA, ACA, CFA, MBA)
- Target and / or buyer screening / analyses, including acquisition capacity analyses as appropriate
- Ensure that Caterpillar Procedures for entering agreement is being followed
5
Skills For Corporate F&BM Treasury Finance Projects Associate Resume
- Knowledge of the workings of global capital markets and the basic rules of North American equity exchanges and fixed income trading platforms
- Comfortable performing a wide spectrum of tasks
- 2 accounting classes with a 3.0 GPA
- No second language capability required, although a working knowledge of French is helpful
- Passion for learning and relentless improvement; able to work comfortably under pressure in a fast-paced and dynamic environment
- Advanced education or certifications including: MBA, CPA, CFA, CMA
- Detailed Headcount tracking to ensure consistency with reported expenses
- Own the global corporate financial model and assist in reforecasting process
- Assist in preparing quarterly presentations for executives and our Board of Directors
6
Skills For Corporate Finance GTI Business & Finance Management Associate Singapore Resume
- Assistance in management of core client relationships
- Capacity and desire to work both at a strategic and detailed financial analysis level
- Firm is open to high-level relocation candidates
- Graduate level education in finance, economics, business administration or other relevant discipline
- Oversight of members of the group’s analyst pool to guide, support, train and evaluate performance
- Demonstrated leadership, strategic thinking, initiative, interpersonal skills and the ability to communicate effectively. Ability to deal with conflicts, take enterprise point of view, manage multiple projects at the same time and work under pressure with tight timelines
- Upstream finance experience required
- Experience of corporate valuation
- Very good ability to use different PC tools
7
Skills For Corporate Global Treasury Finance Projects Associate Resume
- At least two (2) years of large firm transactional experience in sophisticated corporate finance matters
- Recognise and flag to other product groups the opportunities to cross-sell Citigroup’s products
- At least three years of relevant work experience in investment banking / corporate finance with a focus on M&A origination and execution within a leading bank or advisory house
- Good user knowledge of Bloomberg / CapitalIQ / Datastream / Thomson / Reuters or similar
- Fluency in English is essential, fluency in any other European language would be beneficial
8
Skills For Corporate / Finance Associate Resume
- Direct and Allocated Expenses
- Monthly/Ad-hoc activity based costs/FTE analysis
- Competitive compensation and benefit scheme
- A wide range of professional development opportunities
- Develop the capabilities of Corporate Finance in the field of measure value and manage valuations
9
Skills For SSA Corporate Finance Associate Resume
- Participate in financial projects, M&A projects and similar activities
- Prepare decision material within financial risk management
- Peer group performance analysis
- Business-minded and customer oriented
- Produce financial analyses and presentations for internal and external stakeholders, including executives, Board of Directors, investors, landlords, and strategic partners
- Company and sector analyses, including preparation of company and sector profiles
10
Skills For Associate Auditor, Corporate Finance Resume
- Work with acquiring Business Divisions to independently resolve problems and act as a lead in business proposal development for all assigned programs
- Work with business division financial teams to ensure Caterpillar Financial Analysis Methodology is being followed properly and consistently
- Open position tracking
- Keep up to date about Chemicals, M&A, equity and debt related issues
- Work with business division leadership to define growth plans and strategies for regional expansion into additional product lines, segments or other parts of the value chain
- Take leadership and provide guidance on certain aspects of the development of strategic and opportunity analysis, transaction development, deal execution and optimization of the M&A processes
- Act as core deal team member, participate in negotiations, lead sub-teams preparing & proposing enterprise position to achieve optimum balance of risk and reward
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