Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm shaping the future of global markets. We're seeking a strategic Senior Financial Analyst to drive data-driven decision-making and optimize financial performance across our portfolio. This hybrid role offers competitive compensation, comprehensive benefits, and unparalleled growth opportunities in the heart of NYC's financial district.
Responsibilities
- Develop and maintain complex financial models for valuation, forecasting, and scenario analysis
- Lead monthly, quarterly, and annual financial reporting processes with executive-level presentations
- Analyze market trends, economic indicators, and portfolio performance to inform strategic recommendations
- Collaborate with cross-functional teams to optimize capital allocation and risk management
- Drive process improvements in financial systems and reporting automation
- Mentor junior analysts and establish best practices in financial analysis
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive experience in investment banking, asset management, or corporate finance
- Advanced proficiency in Excel, PowerPoint, and financial modeling tools
- Demonstrated expertise in financial statement analysis, valuation methodologies, and market research
- Strong SQL skills for complex data extraction and analysis
- Exceptional communication skills with ability to translate financial insights for non-technical stakeholders
- Series 7/63 or FINRA licenses a plus