Job Description
Join our award-winning finance team at Apex Financial Partners as a Financial Analyst in Milwaukee. We're seeking a detail-oriented professional to drive strategic financial decision-making for our Fortune 500 clients. This urgent opening offers immediate impact on high-stakes projects in a collaborative, growth-oriented environment. Enjoy competitive benefits, flexible work arrangements, and mentorship from industry veterans.
As a key member of our analytics division, you'll transform complex data into actionable insights that shape multi-million-dollar investments. Our culture combines rigorous financial modeling with innovative fintech solutions, creating a dynamic platform for career advancement.
Responsibilities
- Perform comprehensive financial modeling and valuation analysis for corporate clients
- Develop detailed budget forecasts and variance reports with 95%+ accuracy
- Create executive dashboards visualizing KPIs and market trends using Power BI
- Conduct M&A due diligence and integration planning for $50M+ transactions
- Present findings to C-suite executives through compelling data narratives
- Collaborate with cross-functional teams to optimize capital allocation strategies
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 3+ years of financial analysis experience in investment banking or corporate finance
- Advanced proficiency in Excel (VBA, macros) and financial modeling software
- SQL and Power BI skills for large-scale data manipulation and visualization
- Strong understanding of GAAP, SEC regulations, and IFRS standards
- Certification in financial modeling or data analysis (e.g., FMVA, CQF)
- Exceptional communication skills with ability to simplify complex concepts