Corporate Financial Advisor Jobs in New York
A Corporate Financial Advisor plays a critical role in the finance industry. They offer strategic financial advice and direction to corporations to assist them in making informed decisions regarding investments, capital structure, cash management, and financial planning. This professional applies their knowledge of financial markets, tax laws, and insurance to help companies reach their financial objectives. They may also conduct risk assessments, prepare financial statements, and provide analysis of financial data to inform corporate strategy. Their understanding of corporate finance helps businesses optimize their financial performance, manage risk, and increase profitability.
To be an effective Corporate Financial Advisor, certain skills and qualifications are essential. They should have strong analytical, decision-making and problem-solving abilities, as well as excellent communication skills to present complex financial information in an understandable way. A bachelor's degree in finance, accounting, or related field is typically required, though many institutions prefer candidates with a Master's in Business Administration (MBA) or a Certified Financial Planner (CFP) certification. Prior to this role, a professional may have gained experience as a Financial Analyst, Investment Banker, or Corporate Financial Consultant. These roles often provide the necessary skills in analytical thinking, financial reporting, and strategic planning that are critical for success as a Corporate Financial Advisor.
planning and control Manages technical analysis to determine present and future financial performance Utilizes expertise to perform economic research and studies Provides guidance to less senior Finance...
Private Client Financial Advisor - Rochester, NY
- Rochester, NY
- 6 hours ago
- Rochester, NY
- 6 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Technology Consultant Financial Services - Internship
- Amsterdam, NY
- 8 hours ago
- Amsterdam, NY
- 8 hours ago
Job Description HET WERK Onze Technology Financial Service (FS-Tech) afdeling is verantwoordelijk voor al onze klanten binnen de financiele dienstverlening en combineert zakelijke en...
2026 January Financial Advisor Development Program - Rochester
- Rochester, NY
- 8 hours ago
- Rochester, NY
- 8 hours ago
A background in business administration, wealth management, financial planning, or finance is preferred....
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2026 January Financial Advisor Development Program - Long Island
- Melville, NY
- 8 hours ago
- Melville, NY
- 8 hours ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Capgemini Invent - Consultant / Senior Consultant - Financial Services
- NY
- 8 hours ago
- NY
- 8 hours ago
At Capgemini Invent, we believe difference drives change. As inventive transformation consultants, we blend our strategic, creative and scientific capabilities, collaborating closely with clients...
_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares...
Job Summary: Responsible for evaluating patient eligibility for various governmental programs for the un-insured/under-insured population. Must possess a keen understanding of patient registration...
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in...
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Merrill Financial Solutions Advisor - SD Financial Market
- Staten Island, NY
- 23 hours ago
- Staten Island, NY
- 23 hours ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Employment Type: Full time Shift: Day Shift Description: 1030a-7p Mon-Fri Mission Statement : We, St Josephs Health and Trinity Health, serve together in the spirit of the Gospel as a...
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Day Shift - 7.5 Hours (United States of...
Complex Claims Consultant - Financial Lines/Public D&O
- New York, NY
- 5 days ago
- New York, NY
- 5 days ago
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of...
Demographic Data for New York
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Corporate Financial Advisor Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Advisor Jobs in New York
Required or preferred licenses and certifications for Corporate Financial Advisor positions.
Highest Education Level
Corporate Financial Advisors in New York offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Advisor position
- Networking
- Military Background
- Referrals
- Annuities
- Private Banking
- Asset Allocation
- Financial Planning
- Capital Budgeting
- Mutual Funds
- Retirement Planning
- Hyperion Financial Management
- Wealth Management
- Relationship Management
- Consolidation
- Investment Banking
- Capital Markets
- Securities and Exchange Commission
- Investment Management
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Due Diligence
- Compensation and Benefits
- Business Planning
- Performance Management
- Financial Management
- Finance
- Sales Management
- Accounting
- Risk Management
- Relationship Management
- Strategy Development
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Collaboration
- Flexibility
- Bachelor's Degree
- Coaching
- Regulations
- Policy Development
- Multitasking
- Sales
- Microsoft Excel
- Organization
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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