Investment banking analyst vs senior finance consultant

Differences between investment banking analyst and senior finance consultant duties and responsibilities

Investment banking analyst example responsibilities.

• Organize and maintain client leads in SalesForce.
• Used SQL language to manipulate, extract and manage financial and customer data.
• Manage financial operations such as account management, book keeping, wire transfers, and transaction, position reconciliations.
• Manage ongoing maintenance of prospective investor pipeline using SalesForce software.
• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.
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Senior finance consultant example responsibilities.

• Manage contractor responsible for building a customize Hyperion Essbase cube.
• Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
• Review A/P & A/R aging with CFO weekly
• Train employees on using the state PeopleSoft system for travel expense reimbursement.
• Perform account adjustments, heavy reconciliation, as well as monthly closing of A/P, A/R and GL
• Participate in cash management decisions and treasury functions.
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