Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm managing $5B+ in assets. We seek a detail-oriented Senior Financial Analyst to drive strategic financial initiatives and support executive decision-making. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in a collaborative environment.
Responsibilities
- Develop comprehensive financial models for portfolio valuation and risk analysis
- Lead monthly, quarterly, and annual reporting cycles with executive-level presentations
- Conduct variance analysis and identify trends in financial performance
- Collaborate with investment teams to assess financial feasibility of new opportunities
- Streamline financial processes using automation and advanced Excel/Power BI tools
- Mentor junior analysts and ensure adherence to GAAP/SEC regulations
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years in financial analysis with investment management or corporate finance
- Advanced proficiency in Excel, Power BI, and financial modeling software
- Strong understanding of SEC reporting requirements and GAAP standards
- Proven experience presenting complex financial data to C-suite executives
- Certified Public Accountant (CPA) designation required