Corporate Finance Analyst Job Description, Key Duties and Responsibilities

Corporate Finance Analyst job description, duties, tasks, and responsibilities.
Corporate Finance Analysts apply financial data in helping their companies make effective business decisions.

Corporate Finance Analyst Job Description, Key Duties and Responsibilities

This post focuses on the job description of a corporate finance analyst to increase your knowledge of what they do.

It highlights the key duties, tasks, and responsibilities that typically define the corporate finance analyst work description in most organizations.

This article also presents the major skills, experience, and educational requirements that recruiters commonly ask prospective candidates seeking the corporate finance analyst job to meet to be considered for it.

Please, continue reading to learn more about the corporate finance analyst career:

What Does a Corporate Finance Analyst Do?

A corporate finance analyst is responsible for helping an organization or company make important business decisions based on financial data.

He/she performs critical roles in business by analyzing and examining data and coming up with accurate and efficient information on profitability, credibility, solidity, and liquidity.

In other words, a corporate finance analyst is responsible for operating regularly with the company’s goals and financial situation in mind.

The corporate finance analyst job description involves gathering and summarizing data in order to develop complex reports that clearly show the company or organization’s financial status and any risks that may arise.

It also entails working within a team of business partners, providing professional financial skills and management to ensure the effective delivery of new corporate enterprises and strategic projects as they arise.

Some of the major responsibilities of a corporate finance analyst include helping to certify that corporate projects and investments meet tactical, operational, and commercial aims by providing first-class tactical finance, business support, and advisory services.

A corporate finance analyst must also be able to take decisions on investments in compliance with best practice and conformity with the investment guidelines.

He/she must also ensure that suitable finance best practice is applied across all fields of assigned projects.

A corporate finance analyst must demonstrate a high level of commercial awareness and judgment, as he/she must possess the ability to recognize key issues in order to efficiently tackle them, while also possessing the ability to interpret complex financial/numerical data into a non-technical language and logical arguments.

In terms of academic qualifications, a corporate finance analyst should have an educational background consisting of a Bachelor’s degree in finance, accounting, or business administration.

Most employers or larger companies require Master’s degrees or higher degree in the fields of financial management.

Some organizations also demand proof of working experience within an organization either professionally or through an internship.

Corporate Finance Analyst Job Description Example/Sample/Template

A corporate finance analyst performs various functions in their quest to help their companies make the best business decisions.

Shown below are major tasks, duties, and responsibilities that usually constitute the corporate finance analyst job description:

  • Assessing and creating or developing business cases and investment proposals for divisional and corporate projects
  • Examining and coordinating business plans, inspecting planning assumptions, and identifying and resolving any issue that may arise
  • Arranging technical briefings and recommendations for senior staff ahead of important board meetings
  • Making clear and concise recommendations to stakeholders.
  • Analyzing new investment and business opportunities through valuation models
  • Evaluating cross-company activities for best-practices efficiency opportunities
  • Analyzing the organization’s daily cash position and determining where money should be invested
  • Developing and implementing a model or methodology that maximizes lost profits
  • Recording, interpreting, and reporting financial information in support of general business operations and long-range tactical planning functions
  • Preparing materials for senior management presentations for the board of directors, and also assisting with the preparation of annual reports, financial statement forecasts, and variances
  • Producing ad-hoc analysis, research, financial reporting, and progress reports to senior management
  • Training managers and directors on the budgeting process
  • Reviewing and analyzing individual project accounts (both incoming funds and project expenditure) in relation to approved projects
  • Contributing to the improvement in the quality of his/her work, and the work of other members of the organization
  • Ensuring that the organization in which he or she works get maximum financial value from its business relationships with crucial strategic partners across relevant projects.

Corporate Finance Analyst Job Description for Resume

The sample corporate finance analyst job description above can be applied to make the professional experience part of your resume.

If you have worked previously or are currently holding the position of a corporate finance analyst and are preparing a resume for a new job, you should create a professional or work experience section for the resume where you highlight the duties and responsibilities of the role to show the recruiter that you have the required experience of the corporate finance analyst job.

You can easily and quickly apply the duties of the role presented in the above job description example in making a good work experience section for your resume.

Corporate Finance Analyst Requirements – Skills, Abilities, and Knowledge for Career Success

To find and hire the best candidates for the vacant corporate finance analyst position who can effectively carry out the obligations, objectives, and purpose of the role in their organizations, recruiters commonly give a list of requirements that interested individuals must meet to access the job.

Shown below are major requirements prospective candidates may be asked to fulfill to be considered for hiring for the corporate finance analyst job in most companies:

  • Qualification by education or experience. Individuals who are interested in working in the position of a corporate finance analyst must be academically qualified by possessing a Bachelor’s degree or Master’s degree in any field of accounting, finance, or business administration. He/she must also possess several years of working experience
  • Well developed judgmental skill, as a corporate finance analyst serves as a source of expertise and advice to others. He/she will also be able to flag up any area of urgent or serious concern in order for more senior staff to make effective decisions
  • Adequate communication and interpersonal skill, as he/she has to communicate effectively with finance partners, sharing knowledge and seeking advice when necessary
  • Good analytical skills in order to successfully analyze financial and business information, while also deriving useful insights from it
  • Developed IT skills such as Microsoft Office skills to a medium/advanced level, particularly Excel
  • Enthusiasm, perseverance, drive, and commitment; the ability to work while maintaining a constructive and positive attitude even under pressure, and working effectively to meet deadlines.


If you are a recruiter or HR manager needing to hire for the corporate finance analyst role in your organization, you will need to publish a description of the vacant position to help interested applicants learn about the duties and responsibilities they will be expected to perform working as a corporate finance analyst in your organization.

You can use the corporate finance analyst duties and responsibilities highlighted in the job description example above in making the perfect description of the role for your company.

This post is also helpful to individuals interested in the corporate finance analyst career; they will be able to increase their knowledge of what corporate finance analysts do and so be able to decide if it’s the right career to pursue.

Did you find this article useful in learning about the corporate finance analyst duties? Please, leave a comment in the box below. You can also discuss your job description if you work as a corporate finance analyst.