Job Description
Join our dynamic finance team at Apex Capital Partners, a leading investment firm managing over $5B in assets. We seek a detail-oriented Senior Financial Analyst to drive strategic financial initiatives and support our rapid growth. This hybrid role offers the opportunity to work with C-suite executives while shaping the financial future of innovative portfolio companies.
Responsibilities
- Analyze financial performance trends and develop comprehensive forecasting models
- Prepare monthly, quarterly, and annual financial reports for executive stakeholders
- Lead budgeting processes and variance analysis across business units
- Collaborate with investment teams on due diligence and portfolio valuation
- Streamline financial reporting workflows using automation tools
- Mentor junior analysts and implement best practices in financial controls
Qualifications
- Bachelor’s degree in Finance/Accounting; CPA or MBA preferred
- 5+ years in financial analysis with Big 4 or investment firm experience
- Advanced proficiency in Excel, SQL, and financial modeling software
- Demonstrated expertise in GAAP reporting and regulatory compliance
- Exceptional analytical skills with attention to detail
- Strong communication abilities for presenting complex data