Senior Financial Analyst

Company Description

TouchSuite is a leading B2B FinTech company headquartered in Boca Raton, Florida, repeatedly recognized on Inc. Magazine’s “Inc. 500” list of fastest-growing private companies in the United States. The company has grown from a merchant processor into an award-winning provider of payment processing, point-of-sale systems, and merchant solutions for businesses of all sizes. TouchSuite offers integrated POS platforms, affordable payment processing, SEO services, access to working capital, and marketing and sales support tailored to restaurants, salons, retail, and mobile businesses. Guided by core values such as entrepreneurship, urgency, accountability, and a passion to win, TouchSuite focuses on empowering business owners to grow and strengthen local economies. The organization embraces innovation and disruptive technology, fostering a forward-thinking environment for team members and clients alike.

Position Overview - Senior Financial Analyst ( Corporate Development & Finance)

We are seeking a bright, motivated Senior Financial Analyst with strong corporate finance fundamentals, data analysis, and excellent interpersonal skills to join our growing team. This high-visibility role sits at the intersection of Corporate Development and Finance, offering hands-on execution experience in M&A, lending, and strategic initiatives including joint ventures and partnerships. The ideal candidate is a self-starter who thrives in a fast-paced, deal-driven environment.

The salary range for this role is $100,000 - $125,000+ per year including bonus.

Must be within driving distance of the Boca Raton, FL Office Location.

Roles and Responsibilities

Financial Modeling: Support the Corporate Development and Finance functions by developing, maintaining, and stress-testing complex corporate, operational, and project-finance models.

- Build M&A models to evaluate acquisitions across varying deal structures;
including residual portfolio purchases, earnout arrangements, performance-based bonuses, and hybrid loan/acquisition frameworks.

- Model deal economics such as closing multiples, outlay schedules, payment timelines, and equipment credits to support negotiation and structuring decisions

- Develop flexible, assumption-driven models (e.G., dynamic Excel workbooks with linked assumptions, outlay, and payment timeline tabs) that adapt to deal-specific variables and scenario changes

- Partner with cross-functional departments (Legal, Operations, Sales, and Finance) to build ad hoc financial models supporting a range of project types, from credit facility structuring to portfolio boarding and acquisition due diligence

- Stress test models under varying assumptions (e.G., churn, volume fluctuations, funding costs) to assess downside risk and deal sensitivity across different transaction structures

Data Analysis: Analyze large, disparate data sets to identify trends, benchmark performance, and surface actionable insights that inform deal decisions and strategic planning.

- Analyze large, disparate data sets across processing platforms (Fiserv/First Data, TSYS, Copilot) to identify trends, benchmark performance, and surface insights that inform deal decisions and strategic planning

- Clean and normalize inconsistent data formats and line items from multiple sources into standardized, analysis-ready datasets

- Verify accuracy by cross-checking figures against source documents and historical data, flagging discrepancies before they inform deal terms

- Audit data for signs of tampering, manual alteration, or inconsistencies — particularly for data from third parties with a financial stake in the numbers

- Build scalable, repeatable processes to manage high-volume, multi-period data sets efficiently

Transaction Execution: Actively participate in all aspects of the deal process, including designing valuation models to evaluate M&A, lending, partnership, and strategic investment opportunities.

- Serve as a point of contact for clients throughout the transaction, managing communication and maintaining momentum from term sheet through close

- Work through due diligence items in coordination with Legal, tracking outstanding items and ensuring nothing falls through the cracks

- Identify red flags and issues in financial, operational, or legal data early, surfacing risks that could impact deal terms or viability

- Support Legal in resolving open issues and negotiating terms, helping drive documentation and structuring work needed to get deals across the finish line

- Maintain end-to-end ownership of the transaction lifecycle, ensuring alignment between financial modeling, legal terms, and business objectives at every stage

Qualifications

- Education: BA/BS degree with demonstrated coursework in Finance, Corporate Finance, Accounting, Economics, Mathematics, or a related quantitative field.

- Experience: 2–4 years of relevant full-time work experience in Investment Banking, Private Equity, Corporate Development, or Transaction Advisory Services.

- Data & Excel Skills: Advanced proficiency in Microsoft Excel, including advanced data functions (e.G., XLOOKUP, FILTER, INDEX/MATCH, Dynamic Arrays, and Pivot Tables). Power BI experience is a plus.

- Modeling Background: Prior experience building or auditing three-statement financial models and discounted cash flow (DCF) valuations is highly preferred.

- Analytical Rigor: Excellent quantitative, problem-solving, and analytical skills with uncompromising attention to detail.

What We're Looking For

- Self-Starter: Highly organized and able to multitask, manage competing priorities, and execute with limited supervision.

- Composure Under Pressure: Comfortable operating as part of a lean, agile team with high visibility among senior management.

- Communication: Strong written and oral communication skills, with the ability to distill complex financial data into concise executive summaries or presentations.

- Curiosity & Adaptability: Intellectual curiosity and the ability to quickly grasp new industries, business models, and technical concepts.