Job Description
We are seeking a detail-oriented and strategic Senior Financial Analyst to join our elite finance team in New York City. At Apex Horizon Capital, we drive innovation in wealth management and investment strategies. You will play a pivotal role in interpreting complex financial data to guide executive decisions and optimize our capital allocation.
Why Join Us?
- Competitive compensation and performance bonuses.
- Work with a diverse team of industry leaders.
- Flexible remote and hybrid work options.
Responsibilities
- Lead the preparation of complex financial models, including 3-statement models and DCF valuations.
- Analyze market trends and economic indicators to provide actionable insights for investment strategies.
- Oversee the monthly close process, ensuring accuracy in reporting and reconciliation.
- Conduct variance analysis to identify trends, risks, and opportunities for cost reduction.
- Present findings and recommendations to the CFO and Board of Directors clearly and concisely.
- Collaborate with the treasury team to manage liquidity and cash flow forecasting.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or Business Administration (Master’s degree or CFA/CPA certification is a plus).
- Minimum of 5 years of experience in financial analysis, corporate finance, or investment banking.
- Expert proficiency in Excel (VLOOKUP, Pivot Tables, Macros) and financial software (e.g., Bloomberg Terminal, Power BI).
- Strong understanding of GAAP/IFRS accounting principles and financial statement analysis.
- Excellent verbal and written communication skills with the ability to influence senior stakeholders.