Job Description
Join our dynamic finance team at Apex Financial Partners as a Financial Analyst. We're seeking a detail-oriented professional to drive financial strategy and support business growth in Milwaukee's thriving financial sector. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities
- Develop comprehensive financial models and forecasts
- Prepare monthly, quarterly, and annual financial reports
- Collaborate with department heads to optimize budget allocation
- Conduct variance analysis and recommend corrective actions
- Support M&A activities due diligence and valuation
- Enhance financial reporting processes for greater efficiency
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience
- Advanced proficiency in Excel and financial modeling
- Strong SQL and data visualization skills
- CFA or CPA certification preferred
- Experience with ERP systems (SAP/Oracle)
- Excellent analytical and communication skills