Job Description
Are you a strategic thinker with a passion for driving financial excellence? Apex Capital Partners is seeking a Senior Financial Analyst to join our high-growth team in the heart of NYC's financial district. In this role, you will play a pivotal part in shaping our long-term fiscal strategy, providing actionable insights that fuel our investment decisions and operational efficiency.
We foster a collaborative culture where top-tier talent is empowered to challenge the status quo and influence company direction. If you thrive in high-stakes environments and possess an analytical mindset, we want to hear from you.
Responsibilities
- Develop sophisticated financial models to support strategic planning and investment analysis.
- Monitor and analyze key performance indicators (KPIs) to provide actionable business insights to the executive leadership team.
- Lead the annual budgeting and quarterly forecasting processes with high precision.
- Collaborate with cross-functional departments to streamline financial reporting and enhance data transparency.
- Perform comprehensive variance analysis to identify trends and recommend cost-saving measures.
- Conduct deep-dive market research to stay ahead of industry competitive benchmarks.
- Prepare high-impact presentations for board meetings and stakeholder updates.
Qualifications
- Bachelor’s degree in Finance, Economics, or Accounting; MBA or CFA preferred.
- 5+ years of experience in financial planning and analysis (FP&A) or investment banking.
- Expert-level proficiency in Microsoft Excel and financial modeling software.
- Strong background in ERP systems (e.g., NetSuite, SAP, or Oracle).
- Proven ability to communicate complex data to non-financial stakeholders.
- Exceptional critical thinking skills with a high attention to detail.
- Track record of managing complex financial projects under tight deadlines.