Corporate Finance Intern
Posted 1 day ago
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Responsibilities
- Works closely with finance teams to provide timely reporting and analysis of financial data and key metrics used in business decisions.
- Assists in the creation of executive level reporting packages to support senior leadership team meetings and quarterly business reviews.
- Participation in forecasts and the annual budget process, partnering with finance teams across the business to provide support.
- Participation in the FP&A team's transformation/continuous improvement efforts
- Compilation and analysis of key macro level financial data.
- Working with the corporate M&A team on peer analysis and creating financial models for potential acquisitions targets.
- Preparing and presenting ad hoc analyses as needed.
- Other duties as assigned.
Qualifications
- Ability to work a part-time schedule during school year and full-time schedule during summer break
- Working toward a bachelor's degree in accounting, finance, or other related field
- Demonstrates a high level of discretion and professionalism
- Outstanding track record of academic achievement
- Familiarity with general corporate finance concepts and financial statements.
- Exceptional written and oral communication skills and the ability to interact effectively with colleagues across all levels of the organization
- Ability to effectively complete complex problem solving, including issue identification, analysis, solution proposal, and implementation.
- Ability to work independently and prioritize a range of simultaneous, competing, and time sensitive tasks
- Proficient in Microsoft Excel, Word, and PowerPoint
Senior Financial Analyst - Corporate Finance
Posted 1 day ago
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Senior Financial Analyst - Corporate Finance
Posted 5 days ago
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Job Description
Responsibilities:
- Develop and maintain financial models for forecasting and budgeting.
- Analyze financial performance, identify trends, and explain variances.
- Prepare monthly, quarterly, and annual financial reports for management.
- Support the annual budgeting process and long-range financial planning.
- Conduct ad-hoc financial analysis and feasibility studies.
- Collaborate with accounting and other departments on financial data.
- Present financial findings and recommendations to stakeholders.
- Ensure the accuracy and integrity of financial data.
- Identify opportunities for process improvements in financial reporting.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- CMA, CPA, or CFA designation is a plus.
- Minimum of 4 years of experience in financial analysis, FP&A, or corporate finance.
- Proficiency in financial modeling and advanced Excel skills (pivot tables, VLOOKUPs, macros).
- Experience with financial ERP systems (e.g., SAP, Oracle) and BI tools.
- Strong analytical, problem-solving, and critical thinking abilities.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities and meet deadlines.
Senior Financial Analyst, Corporate Finance
Posted 11 days ago
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Job Description
Key responsibilities include leading the annual budgeting process and quarterly forecasting cycles, ensuring accuracy and alignment with strategic objectives. You will conduct in-depth financial analysis to identify trends, risks, and opportunities, providing actionable recommendations to improve profitability and operational efficiency. This involves preparing monthly and quarterly financial performance reports, analyzing key financial metrics, and presenting findings to various stakeholders. You will also play a significant role in evaluating new business initiatives, investment opportunities, and potential acquisitions from a financial perspective. Developing and maintaining robust financial models for forecasting, valuation, and scenario analysis will be a core part of your duties. Collaboration with accounting, operations, and other departments to gather data and ensure the integrity of financial information is essential.
The ideal candidate will possess a Bachelor's degree in Finance, Accounting, Economics, or a related field. A minimum of 5 years of progressive experience in financial analysis, corporate finance, or a related field is required. Strong proficiency in financial modeling, Excel (advanced functions, pivot tables, VBA), and financial planning software (e.g., Hyperion, SAP BPC, Anaplan) is essential. Excellent analytical, problem-solving, and communication skills are necessary to effectively present complex financial information to non-financial audiences. Experience with data visualization tools and a strong understanding of accounting principles are highly desirable. CPA or CFA designation is a plus. This hybrid role offers the chance to be a key contributor to financial strategy within a growing organization.
Senior Financial Analyst, Corporate Finance
Posted 16 days ago
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Job Description
Responsibilities:
- Develop and maintain complex financial models for forecasting, budgeting, and valuation.
- Analyze financial performance, identifying key drivers, trends, and variances.
- Prepare monthly, quarterly, and annual financial reports and presentations for senior leadership.
- Support the annual budgeting and long-range planning processes.
- Conduct ad-hoc financial analysis to support strategic initiatives and business decisions.
- Provide insights and recommendations to improve profitability and operational efficiency.
- Collaborate with accounting teams to ensure accurate financial reporting.
- Partner with business units to understand their financial needs and provide support.
- Monitor key financial performance indicators (KPIs) and provide regular updates.
- Assist in due diligence for potential mergers and acquisitions.
- Stay current with accounting standards and financial regulations.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- CFA or CPA designation is a plus.
- Minimum of 5 years of experience in financial analysis, corporate finance, or investment banking.
- Advanced proficiency in Microsoft Excel, including complex financial modeling and data analysis.
- Experience with financial planning and analysis (FP&A) software (e.g., Anaplan, Hyperion).
- Strong understanding of accounting principles and financial statements.
- Excellent analytical, problem-solving, and quantitative skills.
- Superior written and verbal communication skills.
- Ability to work independently and manage multiple priorities in a deadline-driven environment.
- Proactive and detail-oriented with a strong work ethic.
Senior Financial Analyst, Corporate Finance
Posted 21 days ago
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Job Description
Key Responsibilities:
- Develop and maintain comprehensive financial models for forecasting, budgeting, and long-range planning.
- Analyze monthly, quarterly, and annual financial results, identifying key drivers of performance and variances from budget/forecast.
- Prepare detailed financial reports and presentations for senior management, highlighting trends, risks, and opportunities.
- Support the annual budgeting process, working collaboratively with various department heads to gather inputs and ensure accuracy.
- Conduct ad-hoc financial analysis to support strategic initiatives, M&A activities, and investment decisions.
- Develop and implement improvements to financial processes, reporting tools, and analytical methodologies.
- Monitor key financial metrics and KPIs, providing regular updates and insights to stakeholders.
- Ensure the accuracy and integrity of financial data through rigorous analysis and reconciliation.
- Stay current with accounting principles, financial regulations, and industry best practices.
- Mentor junior analysts and contribute to the overall development of the finance team.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field; CPA or CFA designation is a strong plus.
- 5+ years of progressive experience in financial analysis, corporate finance, FP&A, or a similar role.
- Advanced proficiency in Microsoft Excel, including complex formulas, modeling, and data analysis.
- Experience with financial ERP systems (e.g., SAP, Oracle) and BI tools.
- Strong understanding of financial accounting principles and corporate finance concepts.
- Excellent analytical, problem-solving, and critical thinking skills.
- Exceptional communication and presentation skills, with the ability to convey complex financial information clearly.
- Proven ability to manage multiple projects simultaneously, meet deadlines, and work effectively in a remote, fast-paced environment.
Relationship Manager - Corporate Asset Finance
Posted 2 days ago
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Job Description
The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets.
**Key Responsibilities and Duties**
+ Develops prospect and customer databases to generate direct and indirect leads.
+ Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters.
+ Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions.
+ Ensures overall customer satisfaction by managing all day-to-day customer facing requirements.
+ Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers.
+ Develops specialized product knowledge and financing expertise for covered industries.
+ Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses.
**Minimum Qualifications:**
+ 5 years of Corporate Asset Finance or Large Equipment Finance experience
+ Proficient in lease structuring and pricing (Supertrump)
**Preferred Qualifications:**
+ Tenured direct relationship management/origination experience
+ Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc.
+ Significant direct "cold calling" experience
**Educational Requirements**
+ University (Degree) Preferred
**Role Specific Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**Additional Job Description:**
+ This position will focus on lending and leasing through direct relationships.
Posting End Date: 10/27/25
**Job Seeker Notice**
EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers ( Range** $182,100 - $246,400
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
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Investment Banking Associate
Posted today
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Investment Banking Analyst
Posted 23 days ago
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Job Description
Responsibilities:
- Develop complex financial models for valuation, transaction analysis, and forecasting.
- Conduct thorough due diligence on potential clients and transactions.
- Assist in the preparation of pitch books, presentations, and other client-facing materials.
- Perform industry and company-specific research to support strategic advisory mandates.
- Analyze market trends and financial data to identify investment opportunities.
- Coordinate with internal teams and external advisors throughout transaction processes.
- Support senior bankers in client meetings and negotiations.
- Monitor portfolio companies and market developments.
- Ensure accuracy and quality of all analytical work and deliverables.
- Adhere to regulatory requirements and firm policies.
- Bachelor's degree in Finance, Economics, Accounting, or a related field with a strong academic record.
- 1-3 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
- Advanced proficiency in Microsoft Excel (financial modeling, data analysis) and PowerPoint.
- Solid understanding of accounting principles, corporate finance, and valuation methodologies.
- Excellent analytical, quantitative, and problem-solving skills.
- Strong attention to detail and commitment to producing high-quality work.
- Effective written and verbal communication skills, with the ability to present complex information clearly.
- Ability to work long hours and meet demanding deadlines in a high-pressure environment.
- Team player with strong interpersonal skills and a professional demeanor.
- Knowledge of capital markets and deal execution processes.
Investment Banking Associate
Posted 23 days ago
Job Viewed
Job Description
Responsibilities:
- Manage and execute M&A transactions, debt and equity financings, and other strategic advisory assignments.
- Develop and maintain detailed financial models, including valuation analysis, LBO modeling, and accretion/dilution analysis.
- Prepare high-quality client presentations, pitch books, and information memorandums.
- Conduct industry research, market analysis, and due diligence.
- Coordinate with senior bankers, clients, and legal counsel throughout the deal process.
- Supervise and mentor junior team members (Analysts).
- Build and maintain strong relationships with clients and industry professionals.
- Identify and pursue new business opportunities.
- Stay abreast of market trends and economic developments relevant to client industries.
- MBA or Master's degree in Finance, Economics, or a related field; Bachelor's degree with exceptional experience may be considered.
- 3-5 years of relevant experience in investment banking, corporate finance, or private equity.
- Strong financial modeling skills, including DCF, precedent transactions, comparable company analysis, and LBO modeling.
- Excellent analytical, problem-solving, and quantitative abilities.
- Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet).
- Exceptional written and verbal communication skills.
- Ability to work effectively in a fast-paced, team-oriented environment.
- Strong project management and organizational skills.
- Candidates will be expected to spend at least 3 days per week in our Cincinnati, Ohio, US office, with flexibility for remote work on other days.
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