Corporate Finance Senior Analyst
PriorityAbout the role
Job title: Corporate Finance Senior Analyst
Reports to: Chief Financial Officer
Department: Finance
Location: Alpharetta, GA
Grade: 18
About Priority:
Priority Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses. Our vision is to eliminate the barriers to unlocking revenue - empowering businesses to grow faster and operate smarter.
We achieve this through the Priority Commerce Engine, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This unified approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new revenue opportunities.
At Priority, we're driven by results. We expect our people to be known for results - bringing expertise, momentum, and relentless focus to every challenge, helping our clients and each other thrive.
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
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