Investment Banking Assistant Jobs in Decatur, GA

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 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.

Benefits:

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).

Join our team at Priority Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.