Job Description
Join the Leader in Financial Excellence
Apex Financial Strategies is seeking a highly analytical and detail-oriented Financial Analyst to join our growing team in Minneapolis. In this pivotal role, you will drive financial planning, forecasting, and analysis to support our executive leadership in making data-driven decisions. You will be responsible for interpreting complex financial data, preparing accurate reports, and identifying key trends that impact our bottom line. If you are a proactive problem-solver with a passion for numbers and a desire to grow within a premier financial institution, we want to meet you.
Why Join Us?
* Competitive salary and comprehensive benefits package.
* Professional development and tuition reimbursement programs.
* A collaborative and inclusive work culture in the heart of downtown Minneapolis.
* State-of-the-art financial software and tools.
Responsibilities
- Prepare and analyze monthly, quarterly, and annual financial statements, including variance analysis against budgets and forecasts.
- Develop and maintain complex financial models to support strategic initiatives, capital budgeting, and long-term planning.
- Conduct in-depth research and analysis to identify cost-saving opportunities and revenue enhancement strategies.
- Collaborate with department heads to create departmental budgets and monitor spending to ensure alignment with organizational goals.
- Assist in the preparation of regulatory reporting and ensure compliance with GAAP and internal policies.
- Present financial findings and insights to executive leadership in a clear, concise, and persuasive manner.
- Perform ad-hoc financial analysis and special projects as requested by senior management.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required; Master’s degree preferred.
- 3+ years of experience in financial analysis, planning, and analysis (FP&A) or a related role.
- Proficiency in advanced Microsoft Excel (PivotTables, VLOOKUP, Macros) and financial modeling software.
- Experience with ERP systems (e.g., SAP, Oracle, NetSuite) and business intelligence tools (e.g., Tableau, Power BI) is a plus.
- Strong understanding of financial reporting standards, GAAP, and corporate budgeting processes.
- Excellent analytical, problem-solving, and critical thinking skills.
- Superior written and verbal communication skills with the ability to translate complex data into actionable insights.