Job Description
Join our dynamic finance team at Apex Global Partners, a leading investment firm with a global footprint. We seek a strategic Senior Financial Analyst to drive financial planning, analysis, and reporting excellence. This pivotal role requires a forward-thinking professional who can translate complex data into actionable insights to support high-stakes business decisions. Enjoy a collaborative culture, competitive compensation, and opportunities for professional growth in the heart of NYC's financial district.
Responsibilities
- Lead monthly, quarterly, and annual financial planning, forecasting, and budgeting processes
- Conduct in-depth variance analysis and financial modeling to support strategic initiatives
- Develop executive-ready financial reports and dashboards for leadership teams
- Analyze KPIs and operational metrics to identify optimization opportunities
- Collaborate with cross-functional teams on financial aspects of M&A activities
- Ensure compliance with GAAP and regulatory requirements
- Mentor junior analysts and improve financial reporting workflows
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (CPA/MBA preferred)
- 5+ years of progressive financial analysis experience in investment banking or corporate finance
- Advanced proficiency in Excel, SAP, and financial modeling tools
- Demonstrated experience with variance analysis and forecasting methodologies
- Exceptional analytical skills with attention to detail and accuracy
- Strong written and verbal communication skills for stakeholder engagement
- Proven ability to thrive in fast-paced, deadline-driven environments