What are the responsibilities and job description for the Senior Financial Analyst position at Ibis Recruiting?
Senior Financial Analyst
Company Overview
Work at a leading platform with a nationwide footprint focused on long term value creation through strategic investment, operational excellence, and sustainable growth. Recognized for its innovative approach and strong performance, we offer employees the opportunity to contribute to a dynamic, growth-oriented organization with a collaborative and entrepreneurial culture.
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 execution, treasury and banking, financial planning and analysis, and risk management. This role is responsible for supporting liquidity management, optimizing capital structure, evaluating strategic investments, and enhancing the company's overall financial performance and resilience.
This opportunity is ideal for a highly analytical and detail-oriented finance professional with advanced financial modeling capabilities who is seeking broad exposure across corporate finance, treasury, capital markets, and strategic planning. The role partners closely with senior leadership and offers regular interaction with executive management, lenders, investors, and other key stakeholders. The ideal candidate will bring experience from investment banking, private equity, infrastructure, real estate, commercial banking, or corporate finance and will thrive in a fast-paced, growth-oriented environment.
Job Functions
- Develop, maintain, and enhance sophisticated financial models, including operating cash flow, capital expenditures, debt service, liquidity forecasting, covenant compliance, and strategic investment 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
- Position will work directly from the corporate office in Delray Beach, FL with minimal travel required.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA, CFA, 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, valuation methodologies, and corporate finance principles
- Exposure to infrastructure, telecommunications, real estate, or other asset-intensive industries preferred
- Experience with ERP and financial planning systems such as NetSuite, Workday, or similar platforms 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