Job Description
Join Apex Capital Partners as a Senior Financial Analyst and drive strategic financial decisions in one of Wall Street's premier investment firms. We're seeking a dynamic finance professional to lead complex financial modeling, valuation analysis, and strategic planning initiatives that shape our portfolio's future growth.
In this pivotal role, you'll collaborate directly with C-suite executives and portfolio managers to optimize capital allocation, assess investment opportunities, and deliver actionable insights that drive profitability. Our culture combines cutting-edge financial technology with rigorous analytical rigor to deliver superior returns.
Responsibilities
- Develop comprehensive financial models for M&A transactions, valuations, and capital restructuring initiatives
- Analyze market trends, economic indicators, and portfolio performance to inform strategic investment decisions
- Lead budgeting and forecasting processes for $5B+ asset portfolios
- Prepare executive-level presentations translating complex financial data into actionable business insights
- Optimize working capital strategies and enhance cash flow management systems
- Drive process improvements in financial reporting and compliance frameworks
Qualifications
- Master's degree in Finance, Economics, or CPA with 5+ years in investment banking or private equity
- Expert proficiency in financial modeling (DCF, LBO, M&A) and valuation methodologies
- Advanced Excel skills with VBA, Power Query, and data visualization tools
- Deep understanding of SEC regulations and GAAP/IFRS standards
- Proven track record in leading cross-functional financial strategy projects
- CFA/FRM designation strongly preferred