Job Description
Join our dynamic finance team at Apex Financial Partners as a Financial Analyst in Columbus, OH. We're seeking a detail-oriented professional to drive data-driven decision-making and support our growing client portfolio. This immediate-hire opportunity offers competitive compensation, career advancement, and a collaborative work environment in the heart of Ohio's financial district.
As a key member of our analytics division, you'll transform complex financial data into actionable insights while working alongside industry experts. We provide comprehensive training and modern tools to ensure your success in this critical role.
Responsibilities
- Analyze financial statements, budgets, and forecasts to identify trends and opportunities
- Develop detailed financial models for investment evaluations and strategic planning
- Prepare executive reports and presentations for senior leadership and clients
- Monitor market conditions and economic factors affecting portfolio performance
- Collaborate with cross-functional teams to support business development initiatives
- Ensure compliance with regulatory requirements and internal controls
- Automate reporting processes using advanced Excel and BI tools
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in corporate or investment environment
- Advanced proficiency in Excel (VLOOKUP, PivotTables, complex formulas)
- Experience with financial modeling and valuation methodologies
- Strong SQL and data visualization skills (Power BI/Tableau preferred)
- CFA or CPA designation highly desirable
- Exceptional analytical thinking and problem-solving abilities
- Proven track record of meeting deadlines in fast-paced settings