Job Description
Join our dynamic finance team at Apex Capital Partners in Boston's thriving Financial District. We're urgently seeking a Senior Financial Analyst to drive strategic decision-making through data-driven insights. This high-impact role offers rapid career growth and exposure to C-suite executives in a collaborative, results-oriented environment. Enjoy competitive benefits, professional development stipends, and flexible work arrangements in our modern downtown headquarters.
Responsibilities
- Lead financial modeling, forecasting, and variance analysis for $500M+ investment portfolio
- Develop executive dashboards and KPI tracking systems using Power BI and Excel
- Conduct M&A due diligence and valuation analyses for potential acquisitions
- Collaborate with investment teams on portfolio performance optimization strategies
- Present financial insights to senior leadership and external stakeholders
- Mentor junior analysts and improve department reporting workflows
Qualifications
- Bachelor's in Finance/Accounting; MBA or CFA preferred
- 5+ years in financial analysis with investment management experience
- Expert proficiency in financial modeling (DCF, LBO, M&A scenarios)
- Advanced Excel skills with Power BI/SQL visualization capabilities
- Strong understanding of GAAP and SEC reporting requirements
- Proven ability to translate complex data into actionable business recommendations
- Excellent communication skills with executive presence