Corporate Finance Senior Analyst

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 2-4 years experience in corporate finance, investment banking, or leveraged finance.
  • Advanced proficiency in Microsoft Excel and financial ERP systems.
  • Strong analytical skills to interpret data and create narratives.
  • Effective communication skills for presenting complex data to non-experts.

Responsibilities

  • Build and maintain complex financial models for revenue, expenses, and cash flow.
  • Evaluate investment proposals and business opportunities.
  • Prepare financial presentations for senior leadership and the Board.
  • Assist in crafting materials for quarterly earnings calls and investor relations.

Benefits

  • Bonus programs and 401(k) match.
  • Employee Stock Purchase Program (ESPP) and HSA/FSA options.
  • Medical, dental, and vision coverage.
  • Mental health support and family planning services.
  • 3 weeks of PTO with unlimited PTO after year one.
  • Education reimbursement and leadership development programs.
Full Job Description
Job title: Corporate Finance Senior Analyst

Reports to: Chief Financial Officer

Department: Finance

Location: Alpharetta, GA

Grade: 18

About the Role:

This role is for a Corporate Finance Analyst who will be instrumental in supporting Priority's strategic finance initiatives, including M&A and capital markets activities. The analyst will focus on building complex financial models and developing investor and sell-side presentations. This position offers a dedicated career progression track and a better quality of life compared to the demands of a traditional investment banking role. You will be a key contributor to the Finance team, translating complex financial data into actionable insights for executive leadership.

Responsibilities:
  • Financial Modeling: Build and maintain complex three-statement financial models to forecast revenue, expenses, and cash flow including scenario analysis for M&A and capital markets transactions.
  • Strategic Support: Evaluate investment proposals, potential acquisitions or divestitures, and new business opportunities.
  • Executive Reporting: Prepare monthly, quarterly, and annual financial presentations for senior leadership and the Board of Directors.
  • Investor Relations: Assist in the preparation of quarterly earnings call scripts, financial reports, press releases and investor presentations; gather and analyze financial data to benchmark performance against peers and market trends.


What Success Looks Like:
  • Financial models and forecasts are consistently accurate, reliable, and owned end-to-end.
  • Strategic evaluations of M&A and new opportunities consistently provide clear, data-driven recommendations that inform C-Suite decision-making.
  • Executive and investor presentations are clear, compelling, and effectively translate complex financial data into actionable strategic narratives.
  • Reporting, including earnings materials, is delivered with consistency and precision, reinforcing internal and external trust in the company's financial story.


Candidate Requirements:

Required
  • Education: Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
  • Experience: 2-4 years of experience in corporate finance, investment banking, or leveraged finance, including financial statement and cash flow modeling, Board level presentations and equity analysis.
  • Technical Skills: Advanced proficiency in Microsoft Excel, and financial ERP systems (e.g., NetSuite). Experience in financial planning applications is a plus (e.g., Planful, Adaptive Planning, OneStream).
  • Analytical Power: Strong data interpretation skills with the ability to turn raw numbers into strategic narratives.
  • Communication: Clear verbal and written skills to present complex financial data to non-finance stakeholders.


Work Environment & Culture:

We believe that performance and experience go hand in hand - an exceptional employee experience is earned through contribution. We are a results-driven team, grounded in our core values: ownership, authenticity, service, trust, innovation, and camaraderie.

Our culture is built for those who want to make an impact. We challenge each other to grow, celebrate progress, and support one another through shared goals and real connection. Whether you're building technology, serving clients, or supporting internal teams, you'll be part of a company that empowers you to perform at your best and be known for results.

Compensation and Benefits: $95-$115k + Bonus

Compensation range:

We invest in the whole employee - personally and professionally. Our benefits package is designed to support your well-being, growth, and success - both inside and outside of work.

Financial Wellness
  • Bonus programs
  • 401(k) match
  • Employee Stock Purchase Program (ESPP)
  • HSA and FSA options
  • Financial wellness resources and employee discount programs


Health & Well-being
  • Medical, dental, and vision coverage
  • Mental health support for employees and dependents through Lyra Health
  • Family planning and women's health benefits through Carrot
  • Gym membership reimbursement and virtual wellness programs (including yoga)


Time Off
  • 3 weeks PTO to start, with unlimited PTO after year one


Growth & Development
  • Education expense reimbursement
  • Leadership development programs
  • Certified Payments Professional (CPP) certification support
  • We believe great performance starts with feeling supported - and we've built our benefits with that in mind.


Traditional Physical Requirements:
  • Requires prolonged sitting, standing, bending, stooping and stretching.
  • Requires the ability to lift 10 pounds.
  • Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction).

About Priority Technology Holdings, Inc.

Priority Technology Holdings, Inc. is a technology company that provides payment processing solutions to businesses of all sizes. The company's products and services include credit and debit card processing, mobile payments, e-commerce solutions, and point-of-sale systems. Priority Technology Holdings has a strong focus on innovation and has developed proprietary technology that enables it to provide its clients with secure and reliable payment processing services. The company has a global presence, with operations in North America, Europe, and Asia. Priority Technology Holdings is committed to providing its clients with exceptional customer service and has a strong track record of delivering value to its shareholders.
Learn more about Priority Technology Holdings, Inc.
Size
500 employees
Market Cap
$410.3 million
Industry

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