Job Description
Join our innovative finance team at Apex Financial Partners, where data-driven decisions shape the future of investment strategies. We're seeking a detail-oriented Financial Analyst to support our New York operations with 100% remote flexibility. Enjoy collaborative work environments, cutting-edge tools, and career advancement opportunities in the heart of global finance.
What We Offer:
- Comprehensive health benefits and 401(k) matching
- Annual professional development stipend
- Flexible work hours and hybrid work options
- State-of-the-art financial modeling software access
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities
- Build and maintain complex financial models and forecasts
- Prepare monthly/quarterly performance reports for stakeholders
- Collaborate with investment teams on portfolio valuation
- Support budgeting processes and variance analysis
- Develop automated reporting solutions using Excel/SQL
- Present findings to executive leadership with actionable insights
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in investment/banking
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Experience with financial modeling and valuation techniques
- Strong SQL skills for data extraction and analysis
- CFA or CPA designation preferred
- Exceptional communication and presentation skills