Job Description
Join our innovative finance team at Apex Financial Solutions, a leading investment firm in the Triangle region. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making and support our rapid growth. This role offers immediate impact in a collaborative, fast-paced environment with competitive compensation and clear career progression paths.
Responsibilities
- Perform financial modeling, forecasting, and variance analysis to inform strategic decisions
- Analyze market trends, industry reports, and economic indicators to identify investment opportunities
- Prepare comprehensive financial statements, budgets, and executive presentations
- Collaborate with cross-functional teams to optimize resource allocation and cost management
- Develop and maintain financial databases using advanced Excel functions and BI tools
- Conduct ad-hoc financial analysis for senior leadership and stakeholders
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
- 3+ years of financial analysis experience in investment banking or corporate finance
- Advanced proficiency in Excel (VLOOKUP, pivot tables, macros) and financial modeling
- Strong SQL and data visualization skills (Tableau/Power BI)
- CFA or CPA designation highly desirable
- Exceptional analytical problem-solving and communication skills
- Ability to manage multiple deadlines in a dynamic environment