Corporate Finance Analyst Job Description [Updated for 2025]

In the dynamic world of business, the role of corporate finance analysts has never been more critical.

As businesses evolve, the demand for proficient individuals who can analyze, interpret, and optimize a company’s financial performance is continually growing.

But let’s delve deeper: What’s really expected from a corporate finance analyst?

Whether you are:

• A job seeker trying to understand the core responsibilities of this role,
• A hiring manager mapping out the perfect candidate,
• Or simply fascinated by the intricate world of corporate finance,

You’ve come to the right place.

Today, we present a customizable corporate finance analyst job description template, designed for easy posting on job boards or career sites.

Let’s dive straight into it.

Corporate Finance Analyst Duties and Responsibilities

Corporate Finance Analysts use their understanding of financial principles and company metrics to analyze corporate financial data and make recommendations for business decisions.

They play a critical role in a company’s financial health and growth.

Their main duties and responsibilities include:

• Analyzing financial data and creating financial models for decision support
• Reporting on financial performance and preparing for regular leadership reviews
• Working closely with the accounting team to ensure accurate financial reporting
• Evaluating financial performance by comparing and analyzing actual results with plans and forecasts
• Guiding cost analysis process by establishing and enforcing policies and procedures
• Providing analysis of trends and forecasts and recommending actions for optimization
• Recommending actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials
• Identifying and driving process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
• Increase productivity by developing automated reporting/forecasting tools
• Performing market research, data mining, business intelligence, and valuation comps

 

Corporate Finance Analyst Job Description Template

Job Brief

We are seeking a driven and detail-oriented Corporate Finance Analyst to join our finance team.

The Corporate Finance Analyst responsibilities include financial analysis, budgeting, financial modeling and forecasting, assisting with financial planning, and researching and preparing reports on financial trends and economic conditions.

Our ideal candidate is well-versed in all aspects of financial management, from simple accounting to broad investment and banking operations.

Ultimately, the role of the Corporate Finance Analyst is to support our financial decision-making process by providing insightful financial information and forecasts.

 

Responsibilities

• Analyze financial data and create financial models for decision support
• Report on financial performance and prepare for regular leadership reviews
• Work closely with the accounting team to ensure accurate financial reporting
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
• Guide the cost analysis process by establishing and enforcing policies and procedures
• Recommend actions by analyzing and interpreting data and making comparative analyses
• Perform market research, data mining, business intelligence, and valuation comps
• Maintain up-to-date technical knowledge of financial instruments, market conditions, and trends

 

Qualifications

• Proven work experience as a Financial Analyst, Financial Consultant or similar role
• Proficiency in spreadsheets, databases and financial software applications
• Hands on experience with statistical analysis and statistical packages
• Outstanding presentation, reporting and communication skills
• Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis
• Well informed in current financial subjects, tax laws, money market and business environments
• BSc degree in Finance, Economics or related field

 

Benefits

• 401(k)
• Health insurance
• Dental insurance
• Retirement plan
• Paid time off
• Professional development opportunities

 

Additional Information

• Job Title: Corporate Finance Analyst
• Work Environment: Office setting with options for remote work. Some travel may be required for meetings or seminars.
• Reporting Structure: Reports to the Finance Manager or Chief Financial Officer.
• Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
• Pay Range: $65,000 minimum to $90,000 maximum
• Location: [City, State] (specify the location or indicate if remote)
• Employment Type: Full-time
• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
• Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].

 

What Does a Corporate Finance Analyst Do?

Corporate Finance Analysts play a crucial role in businesses across a wide range of industries, offering financial advice and analytical insights to help companies make sound business decisions.

They are responsible for analyzing financial data, extracting and defining relevant information, and interpreting data for the purpose of determining past financial performance and projecting a financial probability.

Often, they examine and assess the financial condition of a company, evaluate financial risks, and provide recommendations for improvement.

They are also tasked with preparing financial reports and presenting their findings to the management.

Corporate Finance Analysts also assist in budget planning and manage financial strategies.

They collaborate with various departments to gather information, analyze trends, and make predictions for future financial performance.

From time to time, they may also be involved in mergers and acquisitions, determining the feasibility of such business decisions from a financial perspective.

Their role involves a great deal of research and they need to stay updated with the latest trends in the financial industry to provide the most accurate and relevant advice to the company.

 

Corporate Finance Analyst Qualifications and Skills

A proficient Corporate Finance Analyst should possess the following skills and qualifications:

• Proficient in financial modeling and forecasting, able to analyze and interpret complex financial data.
• Strong understanding of corporate finance principles, including capital budgeting, financial statement analysis, and valuation.
• Exceptional problem-solving skills to identify and address potential financial issues and opportunities.
• Excellent communication skills to clearly and effectively communicate complex financial information to stakeholders, team members, and senior management.
• Strong analytical skills to evaluate financial performance and make recommendations for improvements.
• Attention to detail and accuracy when preparing financial reports and data analysis.
• Ability to manage multiple tasks and projects simultaneously, with strong organizational and time-management skills.
• Working knowledge of financial software and systems, and proficiency in Excel.
• A Bachelor’s degree in finance, economics, or a related field, with professional certifications such as CFA being highly valued.
• Ability to work effectively both independently and as part of a team, demonstrating strong interpersonal skills.

 

Corporate Finance Analyst Experience Requirements

Entry-level Corporate Finance Analysts often have 1 to 2 years of experience in a finance or accounting role, typically gained through internships, part-time roles or relevant financial projects during their academic studies.

Candidates can also gain valuable experience in roles such as Financial Analyst, Investment Analyst, or Accountant, where they can learn about financial modeling, budgeting, forecasting and risk assessment.

Those with 3 to 5 years of experience may have a better understanding of finance and business principles, and are well-versed with financial software and databases.

They often have developed a solid expertise in analyzing financial data, and are adept at making business recommendations based on their analyses.

Candidates with more than 5 years of experience are likely to have some leadership experience and are well-equipped to guide junior analysts or lead financial projects.

These professionals often have an in-depth understanding of corporate finance strategies, are proficient in statistical analysis, and have strong communication skills to present their findings and recommendations to higher management.

Moreover, in certain high-stakes or complex roles, employers may prefer candidates with an advanced degree in finance or a related field, or certifications such as a Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA), which attest to a higher level of competence and specialized knowledge in corporate finance.

 

Corporate Finance Analyst Education and Training Requirements

Corporate Finance Analysts typically require a bachelor’s degree in finance, economics, business administration, or a related field.

In addition to the degree, they should possess strong analytical skills, knowledge of financial modeling, and understanding of financial markets and instruments.

Many roles may require or prefer candidates who have a Master’s degree in Business Administration (MBA) or Finance, which provides a deeper understanding of financial management, financial accounting, and investment analysis.

Employers often value candidates who hold professional certifications like the Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA).

These certifications demonstrate a high level of competence in financial analysis and accounting.

Continuous learning and staying updated on industry trends, economic conditions, and changes in regulatory environments is critical for success in this role.

Some analysts also pursue advanced courses in financial analysis, financial modeling, or data analysis to enhance their skills and knowledge.

Experience in using financial software applications and tools, such as Excel, QuickBooks, and other financial planning software, is also a significant advantage.

 

Corporate Finance Analyst Salary Expectations

A Corporate Finance Analyst can expect to earn an average salary of $76,340 (USD) per year.

This salary can fluctuate based on factors such as years of experience in the field, level of education, and the location of the job.

Furthermore, the size and industry of the employing company can also significantly impact the wage.

 

Corporate Finance Analyst Job Description FAQs

What skills does a Corporate Finance Analyst need?

A Corporate Finance Analyst should have strong analytical skills for interpreting financial data and making recommendations.

They should also possess excellent problem-solving abilities to address financial challenges.

Good communication skills are required to present financial information and concepts to non-finance colleagues.

Lastly, they should be adept at using financial software and have a solid understanding of financial regulations and legislation.

 

Do Corporate Finance Analysts need a degree?

Yes, a Corporate Finance Analyst typically requires a bachelor’s degree in finance, economics, business administration, or a related field.

Many employers also prefer candidates with a Master’s degree in Business Administration (MBA) or a similar advanced degree.

Some roles may require certification such as the Chartered Financial Analyst (CFA) credential.

 

What should you look for in a Corporate Finance Analyst resume?

A Corporate Finance Analyst resume should showcase a strong educational background in finance or a related field, as well as any relevant certifications.

It should also highlight experience in financial analysis, forecasting, budgeting, and strategic planning.

The ability to use financial software and databases is also important.

Look for resumes that demonstrate strong analytical, decision-making, and problem-solving skills.

 

What qualities make a good Corporate Finance Analyst?

A good Corporate Finance Analyst should be detail-oriented and have strong analytical skills.

They should be able to use their financial knowledge to identify trends and make recommendations.

They should be comfortable working with numbers and have a strong understanding of financial laws and regulations.

Good Corporate Finance Analysts are also excellent communicators, able to explain complex financial concepts in a clear and concise manner.

 

Is it difficult to hire a Corporate Finance Analyst?

The demand for Corporate Finance Analysts is high, and the role requires a specific skill set and experience, making the hiring process potentially challenging.

To attract top talent, companies often need to offer competitive salaries, opportunities for professional development, and a clear career progression path.

 

Conclusion

So there you have it.

Today, we demystified the role of a corporate finance analyst.

Surprised?

It’s not just about crunching numbers.

It’s about shaping the financial future of corporations, one financial analysis at a time.

With our definitive corporate finance analyst job description template and practical examples, you’re ready to take the next step.

But why stop there?

Explore further with our job description generator. It’s your go-to tool for creating razor-sharp listings or fine-tuning your resume to perfection.

Remember:

Every financial analysis contributes to the bigger financial picture.

Let’s shape that future. Together.

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