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Corporate Finance Associate

Position Summary

The Financial Analyst supports the Corporate Finance and M&A department through the ongoing engagement process with current and prospective clients, provides accurate financial reports and analysis in a consistent and timely manner. This position works to improve understanding of key revenue and cost drivers to maximize results for our clients and work closely with the Senior Finance and Mergers and Acquisitions team.

Key Responsibilities

  • Prepare timely and accurate reporting of consolidated monthly financial results for clients

  • Perform detailed variance analysis and balance sheet account reconciliations for the firm’s clients

  • Produce department reporting package including KPIs to help explain business results

  • Perform cost reduction analysis and any other adhoc analysis to support client decisions

  • Enhancement of internal controls and business processes for clients

  • Collaborate with cross functional teams within Finance and obtaining required inputs and managing timelines

  • Adapt, anticipate, understand, and respond to the needs of the internal and external clients (including operational units) related to financial and operational activities

  • Analyze monthly results to identify emerging trends, issues, cause and effect analysis as to contribute to strategic business decision for clients

  • Contributes to the department budgeting process

  • Act as a team member for ERP implementation for clients


  • Provide financial activities support to the management

  • Acquire deep, strong knowledge of the business

  • Analysis of financial results and prospective client opportunities/engagements

  • Advanced and frequent usage of financial system tools

  • Compliance with company policies and procedures

  • Consistency of financial reporting from clients

  • Effective linkage of Key Performance Indicators (KPIs) and other financial performance analyses with financial reporting for clients

  • Effective flagging of business issues based on financial and trend analysis

  • Continuous improvement on operating and reporting efficiencies


  • Interaction with Managing Partners and Senior Executives

  • Interface with clients

  • Interaction with our Corporate Accounting team

  • Lead efforts and analysis with other functions within the Finance and M&A team

  • Peer relationships within and across regions with other Analysts

Skills and Qualifications

  • Professional designation (CFA) or, in an advanced level in pursuit of designation

  • 1+ years professional experience required as financial analyst or equivalent

  • Above average analytical skills to identify key issues

  • Strong interpersonal skills - verbal and written

  • Highly motivated and ability to work independently

  • Advanced MS Excel skills for reporting and data analysis

  • Demonstrated ability in financial analysis and improve/structure business processes

  • ERP knowledge and experience including implementation planning

Pinnacle will offer a fantastic modern working culture and environment, opportunity for career advancement  and long-term partnership offers, as well as competitive industry salary and bonuses. 

All candidates are asked to include a copy of their resume and cover letter.

We would like to thank all applicants for their interest in this position, however only those selected for interviews will be connected.

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