Job Description
We are urgently seeking a highly skilled Financial Analyst to join our dynamic team in New York City.
Apex Financial Partners is a fast-paced, forward-thinking firm looking for a detail-oriented professional to drive our financial planning and analysis initiatives. If you thrive in a fast-paced environment and have a passion for data-driven decision-making, this is your opportunity to make an immediate impact.
Why Join Us?
- Competitive compensation package and performance bonuses.
- Opportunity to work with industry leaders in a collaborative environment.
- Comprehensive benefits and professional development support.
Responsibilities
- Conduct comprehensive financial analysis, including variance analysis, budgeting, and forecasting to support strategic decision-making.
- Develop complex financial models and dashboards to track key performance indicators (KPIs) and operational metrics.
- Prepare accurate monthly, quarterly, and annual financial reports for senior management and stakeholders.
- Assist in the preparation of presentations and materials for board meetings and investor calls.
- Identify trends, risks, and opportunities in financial data and provide actionable recommendations.
- Collaborate with cross-functional teams to ensure financial goals are aligned with overall business objectives.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree preferred).
- 3+ years of experience in financial analysis, budgeting, or related financial roles.
- Proficiency in advanced Excel (PivotTables, VLOOKUP, Macros) and financial modeling.
- Strong knowledge of GAAP and financial reporting standards.
- Experience with ERP systems (e.g., SAP, Oracle, NetSuite) is a plus.
- Excellent analytical skills with the ability to interpret complex data sets.
- Strong communication skills with the ability to present financial insights to non-financial stakeholders.