Associate, Corporate Finance Resume Sample
Silas Lind
48061 Auer Ports,
San Francisco,
CA
+1 (555) 675 6483
Work Experience
Associate, Corporate Finance
08/2016
-
PRESENT
Houston, TX
- Industry and business research
- Preparation of teasers, information memoranda
- Significant client interaction at multiple level
- Preferably 1 year of relevant work experience background in investment banking, finance, international business or engineering
- Strong writing skills, as evidenced by writing samples (to be provided at a later date)
- Strong undergraduate and graduate academic performance in corporate finance, project finance, international transactions, capital markets, direct investment, financial and economic analysis
- Knowledge of Bank’s internal rules and procedures
- Target analyses and / or buyer’s acquisition capacity analyses
Associate‚ Corporate Finance
04/2011
-
06/2016
Houston, TX
- MBA or qualified accountant ( ACA)
- Make effective decisions by analysing information and considering priorities
- Interest in strategy and putting deals together
- Strong communication skills and proficiency in MS Office, including Excel, Word, and PowerPoint
- Demonstrated experience with managing of day to day aspects of client relationships and engagements
- Think commercially about a client’s business and identify new business opportunities
- Challenge senior officers on both commercial and technical aspects of transactions
Senior Associate, Corporate Finance
06/2008
-
02/2011
San Francisco, CA
- Train newcomers at more junior level
- Corporate finance, FP&A, accounting, investment banking or consulting experience
- Accounting and/or audit experience
- Enrolment in (or intention to pursue) an internationally recognised professional qualification in accounting or finance
- Proficiency with PC environment and related software, including Microsoft Office applications
- Work both independently and as part of a team in a fast-paced, multi-task environment with a strong attention to detail in deadline driven situations
- Familiarity with internet-based financial research resources for corporate information, exchange filings, competitive data, and other relevant data
Education
Ottawa University - Wisconsin Campus
2002 - 2007
Bachelor's Degree in Finance
Professional Skills
- Strong technical accounting skills, with detailed knowledge of Generally Accepted Accounting Principles (GAAP)
- Strong computer literacy including effective working skills of MS Word, Excel and PowerPoint
- Strong technical accounting skills with detailed knowledge of GAAP such as ASPE and IFRS
- Strong technical accounting skills with detailed knowledge of GAAP
- Direct experience with proven client interaction and Investment Banking, Leveraged Finance or Capital Markets experience
- Well-developed valuation, financial analysis and modelling skills, including the ability to develop a financial model from scratch
- Thorough understanding of Corporate Finance theories and practices, well-developed financial analysis and financial modeling skills
How to write Associate, Corporate Finance Resume
Associate, Corporate Finance role is responsible for modeling, financial, digital, analysis, finance, reporting, credit, training, trading, education.
To write great resume for associate, corporate finance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Associate, Corporate Finance Resume
The section contact information is important in your associate, corporate finance 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 Associate, Corporate Finance Resume
The section work experience is an essential part of your associate, corporate finance 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 associate, corporate finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular associate, corporate finance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Associate, Corporate Finance resume experience can include:
- Flexibility with respect to assigned tasks and engagements due to challenging deadlines, changing deliverables, and evolving task priorities
- Two (2) to four (4) years of experience at a professional services firm, ideally in financial analysis and modeling
- Three (3) years of experience at a professional services firm, ideally in financial analysis and modeling is considered an asset
- Workflow management between Client Coverage Team, PCI, Product Partners and client support teams, to achieve seamless client experience
- Structuring transactions and preparing credit submissions, employing financial modeling where required and making recommendations on transactions to credit
- Preparing detailed transaction marketing materials including confidential information memoranda and management presentations
Education on an Associate, Corporate Finance Resume
Make sure to make education a priority on your associate, corporate finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your associate, corporate finance 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 Associate, Corporate Finance Resume
When listing skills on your associate, corporate finance 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 associate, corporate finance skills:
- Direct experience with proven client interaction and Investment Banking, M&A Corporate Finance, Leveraged Finance or Capital Markets experience
- Direct experience with proven client interaction and Investment Banking, M&A, Corporate Finance, Leveraged Finance or Capital Markets experience
- Direct experience with proved client interaction and Investment Banking, M&A, Corporate Finance, Leveraged Finance or Capital Markets experience
- Function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of a multiple teams
- Experience with (or strong aptitude for) short-term forecasting
- Great presentation skills, whether it’s for internal or external stakeholders
List of Typical Experience For an Associate, Corporate Finance Resume
1
Experience For Senior Associate, Corporate Finance Resume
- Provide guidance/coaching to graduates, interns and analysts where required
- Conduct research and analysis to develop industry/sector expertise and knowledge
- Ensure system data and information integrity is maintained for the portfolio
- Monitor all facility documentation terms and conditions, including covenants and AML/KYC, and manage the legal documentation process for the client relationship teams
- Responsible for the execution of corporate finance engagement for clients including the research and identification of new markets or candidates and the process management of mergers, acquisitions, divestitures and/or initial public offerings (IPOs)
- Participate in the delivery of private placement and syndication of debt, private equity placement and advice to government on privatization initiatives and fairness opinions
2
Experience For Associate Corporate Finance Resume
- Conduct, interpret and analyse business and market research using mediums applicable to the client business such as Internet, industry and government written documentation, interviews with customers and competitors and information gathered in site visits
- Participate in regular meetings with clients to review results and prepare business plans as well as attend meetings with brokers, bankers, investors and venture capitalists
- Complete report writing due diligence engagements
- Assist with the development of qualitative and quantitative analysis resulting from information obtained through business and market research
- Conduct detailed due diligence analysis such as quality of earnings reviews, sustainability of EBITDA, quality of assets and working capital and assessment of forecasts
- Keep up to date about Healthcare, M&A, equity and debt related issues
- Assist with originating and executing M&A transactions (acquisitions, divestitures, strategic investments), including but not limited to (i) preparing financial and valuation analyses, (ii) preparing presentation materials and (iii) conducting due diligence
3
Experience For Associate, Corporate Finance & Restructuring Resume
- Finance or related experience (e.g., investment banking, equity research, ratings agency, accounting)
- Assist with Treasury matters, including Capital Markets actions and the preparation of Rating Agency presentations
- Assist with Investor Relations activities, including (i) conducting research related to competitors, (ii) conducting analyses related to shareholders, and (iii) assisting with the preparation of investor presentations and related materials
- Assist with the preparation of various presentations to/for the Board of Directors of the company
- Self-starter, quick learner and multi-tasker essential
4
Experience For Associate‚ Corporate Finance Resume
- Manage the company’s cash and debt models for the US, UK, and German operations; make recommendations on debt level as we consider new investments, businesses, products, channels, markets, etc
- Assist with investor relations when shareholders request financial updates
- Execute letters of credit and other bank products to support global trade
- Keep up to date with capital markets, credit ratings, interest rates, FX rates, and other KPIs relevant to the the company's cash, debt, and risk exposure
- Help improve our tech tools/systems, processes, and documentation
- Travel as neeed
- Working with Managing Directors, Vice Presidents, Associates within the Debt Capital Markets / Leveraged Finance and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop new business ideas, pitch strategies or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives
List of Typical Skills For an Associate, Corporate Finance Resume
1
Skills For Senior Associate, Corporate Finance Resume
- Experience in the preparation and analysis of financial statements
- Experience in a Transaction Services / Due Diligence role is considered an asset
- One (1) to three (3) years of experience at a professional services firm within Transaction Services / Due Diligence
- Professional work experience
- Preparing detailed transaction marketing materials including confidential information memoranda and lender / management presentations
- Performing extensive financial modeling and valuation analysis
2
Skills For Associate Corporate Finance Resume
- Working with legal counsel and clients / financial sponsors to draft and negotiate legal documentation
- · Preparing detailed transaction marketing materials including confidential information memoranda and lender / management presentations
- Assist in coordinating/documenting Equity Capital Markets transactions (IPOs, SPOs,etc)
- Assist financial and corporate acquirers and vendors in evaluating M&A opportunities by understanding deal hypotheses and company value drivers and risks
- Technical analysis and financial modeling of client’s capital structure and cost of capital
3
Skills For Associate, Corporate Finance & Restructuring Resume
- Detail-oriented, always checks work and takes pride in producing exceptional deliverables
- Fully embraces working in a fast-paced and dynamic environment
- Actively involved in client interaction and contribute to building a relation of confidence (=trusted advisor)
- Conduct industry research and analysis to assist in the identification and/or analysis of new products and ideas that could be used for CIBC’s clients
- Works closely with Accounting Policy and Senior Manager/Manager, Financial Reporting in reviewing and analyzing new investment products; implements the required changes to the financial statement disclosure and presentation and writing related policy memos to guide other internal groups
4
Skills For Associate‚ Corporate Finance Resume
- Possess a Certified Professional Accountant (CPA) designation
- Extensive knowledge of financial analysis
- Completion of a Certified Professional Accountant (CPA) designation; completion of a Chartered Business Valuator (CBV), Certified Management Consultant (CMC) and/or Chartered Financial Analyst (CFA) designation is considered an asset
- Possess a Chartered Professional Accountant (CPA) designation
- Completion of a Chartered Professional Accountant (CPA) designation is considered an asset
- Exposure to relevant transactions through employment with corporate finance boutiques, investment banks, private equity firms, consulting firms or M&A/Business Development group in an international organization
- An understanding of business fundamentals: strategies, operating models, functions and macroeconomics
- Logically structure a deliverable/storyboard
- Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc
5
Skills For Associate, Corporate Finance ECM Resume
- Direct experience with proved client interaction and Investment Banking, M&A, Corporate Finance, Leveraged Finance or Capital Markets experience
- Strong initiative and motivated to learn about all aspects of a high-growth brand and business
- Related experience Master’s or advanced level
- Full command on Microsoft Word, Excel and PowerPoint
- Experience with related financial services software including S&P CapitalIQ, S&P Leveraged commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet etc
- Immediately contribute to the group based on past experience and help transfer best practices and knowledge
- FINRA Series 79 (or 7) and Series 63 and/or willingness to obtain licenses in a short timeframe
6
Skills For Analyst / Associate, Corporate Finance Resume
- Follow-up independently and consistently and play the critical role as the project manager on assignments
- Relevant work experience in investment banking / corporate finance with a focus on M&A origination and execution within a leading bank or advisory house, or otherwise relevant work experience in healthcare with a top tier consulting or financial services house
- Direct experience with healthcare transactions and the sector is an advantage
- Fluency in English is essential and fluency in French or any other European language as well as at least some knowledge of German would be beneficial
- Experience in corporate banking, investment banking, and/or corporate treasury; preference for experience working in leveraged finance and multi-currency environments
- High level of integrity; proven ability to work in a multicultural environment with sensitivity and respect for diversity
- Report to the Corporate Treasurer and collaborate with FP&A, Controller, Tax, Legal teams in NY, London, and Germany, as well as operations teams in New York
- Significant direct exposure to the CFO, co-founder CEOs and senior leadership
- Able to carry out selected transaction steps on a stand-alone basis (e.g. data room preparation & coordination, follow-up of legal documentation) or take up accountability in drafting transaction documents such as process letter, information memorandum, valuation reports, etc
7
Skills For Associate, Corporate Finance Solutions Resume
- Able to run financial models in the context of company valuation assignments or sale/acquisition
- Coordinate collaboration between clients and other external parties/advisors
- : Attend and document interviews / walkthroughs with business owners to obtain an overview of their processes. Assist the audit lead with the development of the Audit Planning Guide, Process Flowchart and Audit Program
- Perform detailed audit tests based on the Audit Program, evaluate test results and ensure audit documentation / evidence supports findings. Participate in discussions with business owners about audit findings
- Complete report writing on transaction services engagements
- Source research mediums applicable to the client business; Internet, industry and government written documentation, interviews with clients and competitors and information gathered in site visits
- Participate in meetings with C-suite management from both the client and the target
8
Skills For Associate, Corporate Finance Resume
- Conduct detailed analysis relating to quality of earnings reviews, sustainability of EBITDA, quality of assets, working capital profile and potential risks and opportunities
- Conduct quantitative and qualitative analysis to link business strategy to performance and due diligence findings
- Attend internal MNP courses to further develop your Corporate Finance knowledge
- Working with Managing Directors, Vice Presidents, Associates within the Debt Capital Markets, Leveraged Finance, Sponsor Coverage, and M&A teams to develop and pitch new ideas to help corporate clients and financial sponsors achieve their financial and strategic objectives
- Conducting comprehensive company and industry research, and developing and maintaining thorough industry thought pieces and analyses for presentation to clients
- Participating in accounting, business and legal due diligence
- Assistance in maintaining the data room and coordinating management meetings
- Provide support with ongoing client coverage and developing tailored solutions
9
Skills For Senior Associate, Corporate Finance Resume
- Manage transaction screening and credit / underwriting approval processes and all required documentation, analysis and meetings
- Portfolio management including administration, credit submissions & annual reviews
- Knowledge transfer to and coaching of junior team members
- Be a key team member in day-to-day project execution work, including responsibilities for specific project tasks and work streams
- Prepare monthly and quarterly covenant reporting and compliance packages for our lenders
- Forecast and report on our cash and working capital in the US, Germany, and UK
- Assist in ongoing risk assessments, insurance policy renewals, and derivative transactions so the company is adequately protected
10
Skills For Associate Corporate Finance Resume
- Be part of building an awesome business
- Work directly with global colleagues throughout all phases of transaction advisory and execution, in both healthy and distressed situations
- Present financial models and detailed analysis to support fairness and solvency opinions to senior professionals at Duff & Phelps
- Draft situation analyses, pitch materials, information memoranda and management presentations in support of M&A assignments
- Responsible for managing the ongoing monitoring of the risk profile and compliance requirements of a client portfolio, ensuring portfolio hygiene is a good standard
- Proactively manage risk; maintaining an ongoing awareness of NAB’s credit policy, credit and market risk and internal risk appetite
- Attend internal and external stakeholders meetings where appropriate to support business outcomes while managing portfolio risks
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