Team Lead, Corporate Finance at H. Pierson Associates

Job Overview:

• The Team Lead, Corporate Finance will Lead the day-to-day operations of the Corporate Finance team, manage projects, and ensure timely completion of tasks related to M&A transactions.

Key Responsibilities:

• Lead and mentor the corporate finance team, fostering a collaborative and high-performance environment.
• Manage team performance, development, and career progression.
• Develop and implement financial strategies in alignment with the bank’s objectives.
• Conduct in-depth financial analysis, including financial modeling, forecasting, and valuation to support strategic decision-making.
• Oversee the execution of major financial transactions, including mergers, acquisitions, and capital raising initiatives.
• Ensure thorough due diligence, accurate financial modeling, and effective negotiation processes.
• Provide financial advisory services to clients, including structuring and optimizing financial solutions.
• Develop and maintain strong relationships with key stakeholders and clients.
• Identify and manage financial risks related to corporate finance activities.
• Ensure compliance with regulatory requirements and internal policies.
• Prepare detailed reports and presentations for senior management and stakeholders.
• Communicate complex financial concepts clearly and effectively to non-financial stakeholders.
• Work closely with other departments, including risk management, legal, and operations, to ensure alignment on corporate finance strategies and initiatives.
• Support cross-functional projects and strategic initiatives.
• Handles market Research & Opportunity Identification, Due diligence and valuation
• Provide financial insights for corporate growth, capital allocation, and risk management
• Post-capitalization integration processes and performance tracking

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• Professional qualifications such as CFA, ICAN, or ACCA are preferred.
• Minimum of 5+ years of experience in corporate finance, investment banking, or related fields within the banking industry.
• Proven experience in managing financial transactions, financial analysis, and advisory services.
• Strong leadership and team management abilities.
• Excellent analytical and financial modeling skills.
• Proficient in financial analysis tools and software.
• Effective communication and presentation skills.
• Ability to manage multiple projects and meet deadlines.
• Ability to handle Financial Analysis & Valuation, Risk management, regulatory compliance, and tax optimization
• Cross-Functional Collaboration
• Business Acumen
• Strategic Planning & Execution
• Stakeholder Management