Job Description
Join our award-winning finance team at Apex Financial Partners, a leading investment firm in the Research Triangle. We're seeking a detail-oriented Remote Financial Analyst to drive data-driven decision-making in our dynamic environment. Enjoy competitive compensation, comprehensive benefits, and the flexibility of remote work while collaborating with industry experts.
As a key player in our financial strategy, you'll leverage cutting-edge tools to analyze market trends, optimize investment portfolios, and deliver actionable insights. Our culture emphasizes professional growth, innovation, and work-life balance.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop comprehensive financial models and forecasts supporting strategic initiatives
- Prepare detailed reports and presentations for executive stakeholders
- Collaborate cross-functionally to align financial strategies with business objectives
- Monitor market conditions and regulatory changes impacting investment decisions
- Streamline financial reporting processes using advanced Excel and SQL skills
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 3+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VLOOKUP, PivotTables, financial modeling)
- Strong SQL skills for data extraction and analysis
- Experience with financial reporting tools like Tableau or Power BI
- CFA or CPA certification highly desirable
- Exceptional analytical and presentation abilities