Job Description
Join our dynamic finance team at Apex Financial Partners, where innovation meets integrity. We're seeking a visionary Senior Financial Analyst to drive strategic financial planning and optimize investment portfolios in New York's thriving financial district. You'll collaborate with C-suite executives to shape our financial future while leveraging cutting-edge analytics tools.
Responsibilities
- Analyze market trends and financial data to inform investment strategies
- Develop comprehensive financial models and risk assessments
- Prepare executive-level financial reports and board presentations
- Lead cross-functional initiatives to optimize capital allocation
- Drive process improvements in financial forecasting and reporting
- Mentor junior analysts and foster a culture of excellence
Qualifications
- 7+ years in financial analysis with investment banking or asset management
- CPA or CFA designation strongly preferred
- Expertise in financial modeling (DCF, LBO, M&A)
- Advanced proficiency in Excel, SQL, and Power BI
- Demonstrated success in high-stakes decision-making
- Master's degree in Finance, Economics, or related field