Principal Analyst / Senior Manager – Corporate Finance

Job Title: Principal Analyst / Senior Manager – Corporate Finance

Location: Charlotte, NC (Hybrid)

Compensation: $150K – $175K base + 10% bonus + 10% equity target (pending role approval)

Client Industry: Enterprise SaaS / FinTech (Private Equity-backed)

About The Opportunity

Associate Staffing is conducting a confidential search on behalf of our client, a high-growth, PE-backed enterprise technology company undergoing major transformation. We are seeking a Principal Analyst / Senior Manager of Corporate Finance to join their lean and highly visible FP&A team at a pivotal time for the organization.

This is one of the first two hires in a new finance structure and will serve as a key partner to the VP of FP&A and CFO. The role is ideal for a finance athlete, someone with a strong pedigree in investment banking, corporate finance, or enterprise SaaS, who thrives in complexity, operates independently, and brings strong storytelling and modeling capabilities to the table.

Key Responsibilities

• Build and manage complex, driver-based financial models rooted in operational and sales data
• Own and drive budgeting, long-range planning, and monthly reporting packages
• Act as a right hand to the VP of FP&A, supporting key strategic decisions and presenting insights to executive stakeholders
• Pull together the close package, restatements, and consolidate reporting across multiple business units
• Serve as liaison to the private equity ownership group, supporting detailed and responsive board-level reporting
• Partner with the corporate controller and consolidation teams to align on capital planning, restatements, and reporting integrity
• Create and deliver executive-facing PowerPoint decks and data visualizations that translate complex financial scenarios into clear, actionable insights
• Leverage systems like Anaplan, Adaptive Insights, NetSuite, Tableau, Power BI, and SQL to automate and scale reporting
• Operate as a true individual contributor with high output, while collaborating across a matrixed environment
• Navigate ambiguity and organizational change with agility, confidence, and a proactive mindset
  
  

Ideal Candidate Profile

• 6–10 years in investment banking, corporate development, FP&A, or enterprise SaaS finance
• Deep understanding of recurring revenue models and key SaaS metrics (ARR, CAC, LTV)
• Hands-on experience with financial consolidations, close packages, and long-range planning
• Strong modeling chops with attention to detail and an ability to zoom out to see the bigger picture
• Executive presence, comfortable translating complex data into clear stories for C-suite and board audiences
• Technically fluent in Excel, PowerPoint, and financial systems like Adaptive, Tableau, Power BI, SQL
• Able to work autonomously but seamlessly integrate with cross-functional teams
• High emotional intelligence, curiosity-driven, and thrives in fast-paced, evolving environments
  
  

About Associate Staffing

At Associate Staffing, we connect exceptional talent with exceptional opportunity. We specialize in strategic, high-impact placements across finance, technology, and operations. This is a confidential client engagement with a clear path to visibility, ownership, and growth.

Equal Opportunity Employer

Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.