Corporate Finance Exit Opps

Your thoughts on this F100 corp finance position (exit ops/upside?) (Originally Posted: 12/05/2013)

Hi,

I'm currently working in PWM at a local/regional boutique, and I've been looking to transition to corporate finance. I saw this role at a F100/Dow component tech company. I will post the description below, but could you please provide any thoughts on this position, what the possible exit ops are (pre-MBA? tech-related equity research/IB role?) and upside? I'm more familiar with FP&A and treasury positions, so this role was a bit new to me. It's a big enough company that I'm leaning towards gunning for it, with the idea that even if it isn't a perfect fit, I could hopefully lateral for something else at the firm down the road if there was something nice that opened up. Cookies and good karma in return for advice. My background is undergrad econ at a target, 3.5 years in PWM, prior bookkeeping work for our family business, summer internship with a local CPA shop, and I'm a CFA Level 3 candidate.

Posting:

Retirement Finance Analyst/Supplier Manager

The Retirement Finance Analyst will be responsible for performing the following critical activities for [company name] Global Retirement Programs:

Finance role: Manage payment streams among complex trust account structures. Manage payments to multiple vendors. Support the funding analysis and execution for [company name] global retirement plans.

Supplier Manager role: Partners with external vendors and [company name] procurement organization to manage the relationship which exists between [company name] and external suppliers. Also responsible for managing the compilation and analysis of statistical data trend and process tracking. Manages escalated issues and drives to successful resolution.

Required Qualifications:

Bachelor's degree (B. A.) in business, accounting, finance, human resources, or related field from four-year college or university; or equivalent experience and/or training is required.

3-5 years' of directly related experience.

Basic understanding of the pension and securities industries.

Preferred Qualifications:

Directly related experience with retirement plans is highly preferred Candidate should be an expert at reviewing and reconciling large dollar amounts and intricate plan rules.

Additional Qualifications:

The successful candidate should demonstrate high accuracy and attention to detail.

Candidate should have the ability to multi task among several high priority activities; ability to work independently and escalate on a timely basis when guidance is needed.

Candidate should also be able to demonstrate clear, effective , oral and written communication.

Candidate should be able to define moderately complex problems as well as seek and identify opportunities to continually improve processes and methods within the work group.

Experience with using the 7 step problem solving process is a plus