Corporate Finance Associate

Valley BankMorristown, NJ

About The Position

The Corporate Finance Associate will be responsible for preparing analytic reports and financial packages, participating in the forecasting cycle, and building or improving cost and revenue models. This role involves conducting research and presenting insights to senior leaders, developing analysis on key financial drivers, and drafting financial materials such as earnings scripts or investor decks. The associate will also be tasked with creating, preparing, and presenting PowerPoint presentations for assigned initiatives, and compiling and analyzing information regarding profit, loss, and income/expenses against budget.

Requirements

  • Knowledge of economic and financial principles.
  • Proficiency in Microsoft Office (Microsoft Excel, Powerpoint, Word).
  • Excellent verbal and written communication skills.
  • Strong analytical abilities and problem-solving skills.
  • Ability to prioritize and organize assignments.
  • Ability to meet deadlines and complete projects effectively with little supervision.
  • Ability to work effectively independently or with different teams.
  • High school diploma or GED equivalent and enrollment in 4-year college or university with a concentration in Economics, Finance, Business or related field.

Responsibilities

  • Prepare analytic reports and financial packages.
  • Participate in forecasting cycle and build/improve cost or revenue models.
  • Conduct research and present insights to senior leaders.
  • Develop analysis on key financial drivers.
  • Draft financial materials including but not limited to earnings scripts or investor decks.
  • Create/prepare and present PowerPoint presentation for assigned initiatives.
  • Compile and analyze information regarding profit, loss and income/expenses to budget.
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