Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm in the Research Triangle. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making and support our growing portfolio. This is an immediate opening for a motivated professional ready to make an impact in Raleigh's thriving financial sector.
Responsibilities
- Analyze financial data, market trends, and investment opportunities to inform strategic decisions
- Prepare comprehensive financial models, forecasts, and variance reports
- Collaborate with senior executives to develop budgeting and capital allocation strategies
- Monitor portfolio performance and conduct risk assessments
- Create executive dashboards and data visualizations for stakeholder presentations
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VLOOKUP, PivotTables, complex modeling)
- Strong SQL and Power BI skills for data extraction and visualization
- CFA or CPA certification preferred
- Exceptional analytical thinking and problem-solving abilities
- Experience with financial modeling software (e.g., Bloomberg Terminal)