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Senior Financial Analyst
Job Description
Senior Financial Analyst | South Florida | Competitive Salary + 10% Bonus + Full Benefits
Step into a high-visibility, strategically important role at this high-growth client company. This newly created role will sit at the intersection of capital markets, treasury, FP&A, and strategic finance, supporting a finance organization that operates at an institutional level with direct exposure to executive leadership, lenders, and investors on a regular basis. You will report to a sharp SVP of Finance who is a strong mentor, with heavy interaction with the CFO — giving you access and visibility that is rare at this level. The company is in an active phase of strengthening its financial infrastructure — policies, procedures, internal controls, and analytical frameworks — and the right person will have a hand in building and improving those capabilities. The offices are beautiful, the work week is balanced, and the leadership team has a strong shared history and track record of success. If you bring investment banking or institutional finance experience, advanced modeling skills, and a self-starter mentality, this is a platform that will accelerate your career in a meaningful way.
Key Responsibilities
- Develop, maintain, and enhance sophisticated financial models covering operating cash flow, capital expenditures, debt service, liquidity forecasting, covenant compliance, and strategic investment analysis
- Evaluate strategic growth initiatives through detailed financial analysis and scenario modeling; support ad hoc analyses and special projects for executive leadership
- Continuously improve financial models, reporting tools, and analytical processes to support scalability and operational excellence
- Support capital markets activities including asset-backed securities, development loans, and other financing structures
- Support all treasury and banking operations to ensure optimal liquidity positioning and risk management across the organization
- Assist in the preparation of materials for lenders, institutional investors, executive leadership, and board presentations
- Support annual budgeting, long-range planning, and monthly forecasting processes across the organization
- Track and report on key metrics; develop and monitor KPIs to measure enterprise performance and risk
- Partner with accounting and tax teams to ensure accurate financial reporting, audit readiness, and compliance with applicable financial standards and debt agreements
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or advanced degree preferred
- 2–4 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 — you can build complex, integrated financial models from scratch
- Strong understanding of financial statements, cash flow modeling, and core corporate finance principles
- Self-starter mentality with a stable job history and genuine interest in making an impact
- Strong analytical, communication, and presentation skills with meticulous attention to detail
- Ability to thrive in a fast-paced, high-growth environment with significant executive exposure
- Experience supporting debt transactions, capital raises, treasury functions, or structured finance activities
- Familiarity with ERP or financial planning systems
At Taylor White, we specialize in Accounting & Finance roles in Tampa Bay. Our industry knowledge, combined with our extensive recruiting experience, means we not only know what you're looking for — we know how to find it. For more information, please visit us at www.taylorwhite.com.
Additional Information
Whether you're an employer seeking talent or a job candidate ready for new challenges, we can help. We're Taylor White. A recruitment firm focused exclusively on placing those in the accounting and finance field - and only in the Tampa Bay area. What's more, most of our recruiters used to be accounting professionals themselves so we're uniquely capable of understanding your needs - no matter what side of the table you're on.
From placing top-tier talent in permanent positions throughout Tampa Bay to providing access to the area's best consultants, there's a reason Taylor White is the first firm both candidates and employers turn to. We know accountants.
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FAQ
Frequently
Asked Questions.
How do I apply?
You can apply for open positions through our job portal. Simply find a role that interests you and submit your application. Make sure to include your resume and cover letter.
What is the process?
After you apply, our team reviews your application. If your qualifications match the role, we will reach out for an interview. The process may vary depending on the position.
What should I bring to an interview?
Please bring a copy of your resume and any relevant certifications. It s also helpful to prepare questions about the role and our company. Dress professionally to make a good impression.
How long is hiring?
The hiring timeline can vary based on the position and number of applicants. Typically, you can expect feedback within a few weeks. We strive to keep candidates informed throughout the process.
Can I follow up?
Yes, we encourage candidates to follow up on their applications. You can reach out via email to inquire about your status. Please be patient as we review all applications thoroughly.
