Job Description
Are you a data-driven visionary ready to shape the financial future of a leading investment firm? Apex Capital Group is seeking a high-caliber Senior Financial Analyst to join our elite strategy team in the heart of Manhattan. In this role, you will play a pivotal part in driving our fiscal excellence, delivering actionable insights, and partnering with executive leadership to influence high-stakes investment decisions.
We offer a dynamic, high-performance culture that values innovation, intellectual curiosity, and professional growth.
Responsibilities
- Develop sophisticated financial models to forecast revenue, expenses, and long-term business performance.
- Conduct deep-dive variance analysis and bridge the gap between actual performance and projected targets.
- Partner with cross-functional department heads to optimize budgetary allocations and improve operational efficiency.
- Lead the quarterly and annual strategic planning and budgeting cycles for the firm.
- Prepare high-impact executive dashboards and presentations for board-level reviews.
- Monitor market trends and competitive dynamics to identify potential risks and growth opportunities.
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field; MBA or CFA preferred.
- Minimum of 5-7 years of experience in financial planning and analysis (FP&A) or investment banking.
- Advanced proficiency in Microsoft Excel, financial modeling, and data visualization tools (Tableau, Power BI).
- Exceptional analytical skills with a meticulous attention to detail and ability to synthesize complex data.
- Proven track record of managing stakeholders and delivering high-quality insights under tight deadlines.
- Deep understanding of GAAP and corporate finance principles.
- Superior written and verbal communication skills tailored for executive audiences.