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Finance 🏢 Full Time ⭐️ Verified

Financial Analyst

Apex Financial Partners
Plano, TX
Estimated Salary
USD 85.000 – USD 110.000
New
Live Update
13 Oktober 2026
Deadline
13 Okt 2027

Job Description

Join our dynamic finance team as a Remote-Friendly Financial Analyst in Plano, TX! We're seeking a detail-oriented professional to drive data-driven decision-making for our growing portfolio of clients. This hybrid role offers flexibility with 3 days remote/2 days onsite at our state-of-the-art Plano headquarters, combining collaborative teamwork with focused independent work.

As a key member of our Finance division, you'll transform complex financial data into actionable insights while contributing to strategic initiatives across multiple industries. Our competitive benefits package includes comprehensive health coverage, 401(k) matching, and professional development stipends.

Responsibilities

  • Analyze financial performance metrics and prepare comprehensive reports for executive stakeholders
  • Develop and maintain financial models forecasting revenue, expenses, and ROI scenarios
  • Conduct variance analysis between projected and actual financial results
  • Collaborate with cross-functional teams to support budgeting and planning processes
  • Identify cost optimization opportunities and recommend process improvements
  • Support due diligence activities for M&A transactions
  • Present findings to senior leadership through compelling visual dashboards

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 3+ years of financial analysis experience in corporate or consulting environment
  • Advanced proficiency in Excel (PivotTables, VLOOKUP, complex formulas)
  • Experience with financial modeling tools (e.g., Bloomberg, FactSet)
  • Strong analytical skills with attention to detail and accuracy
  • Excellent communication skills for translating financial concepts to non-finance audiences
  • CMA, CPA, or CFA designation preferred
  • Proficiency with ERP systems (SAP, Oracle, or NetSuite)

Required Skills

Financial Modeling Data Analysis Excel Budgeting Forecasting ERP Systems M&A Analysis Variance Analysis Strategic Reporting Data Visualization

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