Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm in NYC. We're seeking a strategic Senior Financial Analyst to drive financial decision-making through insightful data analysis and forecasting. This role offers unparalleled growth opportunities in a fast-paced environment where your expertise will directly impact our portfolio performance.
Our ideal candidate thrives in collaborative settings and possesses a passion for translating complex financial data into actionable strategies. Enjoy competitive compensation, comprehensive benefits, and the chance to work with industry leaders shaping the future of finance.
Responsibilities
- Develop and maintain comprehensive financial models for investment portfolios
- Analyze market trends and economic indicators to inform strategic decisions
- Prepare detailed financial reports and executive dashboards for stakeholders
- Lead budgeting and forecasting processes across multiple business units
- Collaborate with portfolio managers to optimize risk-adjusted returns
- Identify cost-saving opportunities and revenue enhancement strategies
- Ensure compliance with SEC regulations and internal financial policies
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of experience in financial analysis or investment banking
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling
- Strong SQL and data visualization skills (Tableau/Power BI)
- CFA or CPA certification highly desirable
- Deep understanding of capital markets and investment vehicles
- Proven track record of presenting complex financial concepts to executives
- Exceptional analytical and problem-solving abilities