Job Description
Join our dynamic finance team at Apex Financial Partners as we revolutionize investment strategies in the Triangle's booming tech sector. We're urgently seeking a detail-oriented Senior Financial Analyst to drive data-driven decisions for our $500M portfolio. This role offers unparalleled growth opportunities in a collaborative, fast-paced environment where your insights directly impact our expansion into sustainable fintech ventures.
Our ideal candidate thrives in ambiguity and possesses exceptional analytical rigor. You'll work directly with C-suite executives to build financial models, conduct scenario analyses, and identify market trends that position us ahead of competitors. We offer competitive benefits including equity options, flexible work arrangements, and professional development stipends.
Responsibilities
- Develop complex financial models and valuation analyses for M&A opportunities and new market entries
- Lead monthly forecasting cycles and variance reporting for 15+ business units
- Conduct industry research and market trend analysis to inform strategic investments
- Create executive-ready dashboards visualizing KPIs and performance metrics
- Collaborate with cross-functional teams to optimize capital allocation decisions
- Present findings to stakeholders including board members and investors
- Maintain compliance with SEC regulations and internal governance protocols
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years progressive financial analysis experience in tech or fintech
- Expert proficiency in Excel, Power BI, and financial modeling software
- Strong understanding of GAAP and SEC reporting requirements
- Proven ability to translate complex data into actionable business insights
- Experience with M&A due diligence and valuation methodologies
- Exceptional communication skills with executive presence
- Relevant industry certifications (CPA, CFA) highly valued