Job Description
Join a Top-Tier Financial Team in Charlotte, NC
Apex Financial Solutions is looking for a detail-oriented and strategic Financial Analyst to join our dynamic team in the heart of Uptown Charlotte. We are currently urgently hiring for this role due to rapid business expansion. If you have a passion for data-driven decision-making and want to work with industry leaders, this is your opportunity.
As a Financial Analyst, you will play a critical role in shaping our financial strategy. You will work closely with senior leadership to produce accurate financial models, forecast future performance, and identify key growth opportunities. We offer a competitive salary package, comprehensive benefits, and a collaborative culture that values innovation.
Why Join Us?
- Competitive Compensation: Salary range of $70k - $95k depending on experience.
- Professional Growth: Clear career progression path within a Fortune 500 environment.
- Modern Benefits: Health, dental, vision, and 401(k) matching.
Responsibilities
- Conduct in-depth financial analysis to support business planning and forecasting processes.
- Develop and maintain complex financial models to predict revenue, expenses, and profit margins.
- Prepare monthly, quarterly, and annual financial reports and variance analysis for executive stakeholders.
- Assist in budget preparation and monitor spending against the corporate budget.
- Identify trends and opportunities for cost reduction and revenue enhancement.
- Collaborate with cross-functional teams to ensure financial goals align with operational objectives.
- Present findings and recommendations to management in a clear and concise manner.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree preferred).
- 3-5 years of proven experience in financial analysis or a related role.
- Proficiency in Microsoft Excel (VLOOKUP, Pivot Tables, Macros) and ERP systems (SAP, Oracle, or NetSuite).
- Strong understanding of GAAP and financial reporting standards.
- Experience with SQL or data visualization tools (Tableau, PowerBI) is a plus.
- Exceptional analytical skills with the ability to interpret complex data sets.
- Strong communication skills with the ability to translate technical data into actionable business insights.
Responsibilities
- Conduct in-depth financial analysis to support business planning and forecasting processes.
- Develop and maintain complex financial models to predict revenue, expenses, and profit margins.
- Prepare monthly, quarterly, and annual financial reports and variance analysis for executive stakeholders.
- Assist in budget preparation and monitor spending against the corporate budget.
- Identify trends and opportunities for cost reduction and revenue enhancement.
- Collaborate with cross-functional teams to ensure financial goals align with operational objectives.
- Present findings and recommendations to management in a clear and concise manner.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree preferred).
- 3-5 years of proven experience in financial analysis or a related role.
- Proficiency in Microsoft Excel (VLOOKUP, Pivot Tables, Macros) and ERP systems (SAP, Oracle, or NetSuite).
- Strong understanding of GAAP and financial reporting standards.
- Experience with SQL or data visualization tools (Tableau, PowerBI) is a plus.
- Exceptional analytical skills with the ability to interpret complex data sets.
- Strong communication skills with the ability to translate technical data into actionable business insights.