Summary

The Senior Financial Analyst will serve in a highly visible, strategic role within the Finance organization supporting the company’s financial operations including capital planning and raising, treasury and banking, financial planning and analysis and risk management. This role is responsible for supporting liquidity management, optimizing capital structure, developing strategic growth initiatives, and strengthening the company’s financial resilience.

This opportunity is ideal for a highly analytical, detail-oriented finance professional with advanced financial modeling capabilities. The ideal candidate will bring experience from investment banking, private equity, infrastructure, real estate, or corporate finance and will thrive in a fast-paced, entrepreneurial environment with regular exposure to executive leadership, institutional investors and lending partners.

Job Functions

• Develop, maintain and enhance sophisticated financial models, including operating cash flow, capital expenditures, debt service, liquidity forecasting, covenant compliance, and strategic investments analysis
• Support capital markets activities, including asset-backed securities (ABS), development loans, and other financing structures
• Support all treasury and banking operations to ensure optimal liquidity and risk management
• Track and report on key metrics and support the preparation of financial statements and management reports
• Develop and monitor key performance indicators (KPIs) to track enterprise risk
• Assist in the preparation of materials for lenders, investors, executive leadership, and board presentations
• Support annual budgeting, long-range planning, and monthly forecasting processes across the organization
• Evaluate strategic growth initiatives through detailed financial analysis and scenario modeling
• Support compliance initiatives related to debt agreements, internal controls and financial reporting processes
• Continuously improve financial models, reporting tools, and analytical processes to support scalability and operational excellence
• Participate in ad hoc strategic analyses and special projects for executive leadership

These job functions are representative of tasks accomplished by incumbents.  The list is not exhaustive; incumbents perform other job-related tasks.

Working Conditions and Physical Demands:  

This role is onsite in our brand new Downtown Delray Beach office. We foster a fast, flexible, and friendly culture where team members recognize the importance of in-person collaboration while providing the ability to have a flexible schedule and work remotely when needed. 

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or relevant advanced degree preferred
• 2 to 4 years of relevant experience in investment banking, corporate finance, private equity, infrastructure finance, commercial banking, valuation, or strategic finance
• Advanced financial modeling and Excel skills required with the ability to build complex integrated financial models from scratch
• Experience supporting debt transactions, capital raises, treasury functions, or structured finance activities preferred
• Strong understanding of financial statements, cash flow modeling, and corporate finance principles
• Exposure to infrastructure, telecommunications, real estate, or asset-intensive industries preferred
• Experience with ERP and financial planning systems such as NetSuite or Workday is a plus
• Strong analytical, communication, and presentation skills with strong attention to detail
• Ability to thrive in a fast-paced, high-growth environment with significant executive exposure