Job Description
Are you a strategic thinker with a passion for financial data?
Apex Financial Solutions is seeking a high-performing Senior Financial Analyst to join our elite team in the heart of New York City. In this pivotal role, you will drive critical financial planning and analysis initiatives, providing actionable insights that shape our company's future trajectory. If you thrive in a fast-paced, collaborative environment and possess an exceptional eye for detail, we want to hear from you.
Why Join Us?
- Competitive base salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Generous 401(k) matching plan.
- Unlimited PTO and professional development stipends.
Key Responsibilities:
- Lead the end-to-end financial planning process, including annual budgets, monthly forecasts, and long-term strategic planning.
- Conduct in-depth variance analysis to identify trends, risks, and opportunities, presenting findings to executive leadership.
- Develop complex financial models and scenarios to support capital allocation decisions and M&A activities.
- Collaborate with cross-functional teams to optimize operational efficiency and profitability.
- Ensure compliance with GAAP and internal financial controls.
- Streamline reporting processes to improve data accuracy and delivery timeliness.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree preferred).
- 5+ years of experience in financial analysis, planning, or corporate finance.
- Proficiency in advanced Excel (VLOOKUP, PivotTables, Macros) and financial modeling software.
- Experience with ERP systems (e.g., SAP, Oracle) and data visualization tools (e.g., Tableau, PowerBI).
- Strong analytical mindset with the ability to translate complex data into clear, actionable strategies.
- Candidate must be authorized to work in the United States without sponsorship.
Apex Financial Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Responsibilities
- Lead the end-to-end financial planning process, including annual budgets, monthly forecasts, and long-term strategic planning.
- Conduct in-depth variance analysis to identify trends, risks, and opportunities, presenting findings to executive leadership.
- Develop complex financial models and scenarios to support capital allocation decisions and M&A activities.
- Collaborate with cross-functional teams to optimize operational efficiency and profitability.
- Ensure compliance with GAAP and internal financial controls.
- Streamline reporting processes to improve data accuracy and delivery timeliness.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree preferred).
- 5+ years of experience in financial analysis, planning, or corporate finance.
- Proficiency in advanced Excel (VLOOKUP, PivotTables, Macros) and financial modeling software.
- Experience with ERP systems (e.g., SAP, Oracle) and data visualization tools (e.g., Tableau, PowerBI).
- Strong analytical mindset with the ability to translate complex data into clear, actionable strategies.
- Candidate must be authorized to work in the United States without sponsorship.