Job Description
Join our award-winning finance team at Apex Financial Partners, a leading investment firm managing over $5B in assets. We're seeking a detail-driven Senior Financial Analyst to drive strategic financial planning, optimize investment portfolios, and deliver actionable insights to senior leadership. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career growth in one of the world's most dynamic financial hubs.
Responsibilities
- Lead monthly financial close processes and variance analysis for multi-billion dollar portfolios
- Develop sophisticated financial models for investment valuation and risk assessment
- Prepare executive-level presentations translating complex financial data into strategic recommendations
- Collaborate with portfolio managers to optimize capital allocation and ROI strategies
- Drive process improvements in financial reporting and compliance frameworks
- Mentor junior analysts and oversee quality control of financial deliverables
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics; MBA/CFA preferred
- 5+ years of progressive experience in financial analysis at investment firms or Fortune 500 companies
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Expert knowledge of SEC regulations and GAAP/IFRS standards
- Proven track record of translating financial data into executive-level insights
- Strong analytical skills with meticulous attention to detail
- Excellent communication abilities with ability to present to C-suite executives