Job Description
Join Apex Capital Partners, a leading investment firm in the heart of NYC's financial district. We're seeking a dynamic Senior Financial Analyst to drive strategic financial planning and decision-making. You'll work directly with C-suite executives to optimize capital allocation, identify growth opportunities, and enhance profitability through data-driven insights. Our collaborative culture offers unparalleled exposure to high-stakes projects and industry pioneers.
Responsibilities
- Lead financial modeling, forecasting, and variance analysis for $2B+ portfolio
- Develop comprehensive investment valuation models (DCF, comparables, precedent transactions)
- Conduct market research and competitive analysis to inform strategic initiatives
- Present findings to executive committee and board members with actionable recommendations
- Design and implement KPI dashboards tracking portfolio performance metrics
- Collaborate with M&A team on due diligence and integration planning
- Maintain compliance with SEC regulations and internal financial controls
Qualifications
- Master's degree in Finance, Economics, or MBA from top-tier institution
- 5+ years in investment banking, private equity, or corporate finance
- Advanced proficiency in financial modeling (Excel, Bloomberg, FactSet)
- CFA charterholder or CPA preferred
- Exceptional analytical skills with attention to detail
- Strong presentation and communication abilities
- Experience with portfolio valuation and risk assessment frameworks
- Knowledge of GAAP and IFRS standards