Job Description
Join Apex Capital Partners in Raleigh's thriving financial district as a Senior Financial Analyst. We're seeking a strategic thinker to drive financial planning and analysis excellence within our dynamic investment portfolio. This role offers unparalleled growth opportunities in a collaborative, data-driven environment where your insights directly impact multi-million dollar decisions.
Our ideal candidate thrives in fast-paced settings, possesses exceptional analytical prowess, and contributes to our culture of innovation. Enjoy competitive compensation, comprehensive benefits, and the chance to shape Raleigh's financial future.
Responsibilities
- Lead financial modeling, forecasting, and variance analysis for $500M+ investment portfolio
- Develop comprehensive business cases and ROI projections for strategic initiatives
- Collaborate with cross-functional teams to optimize capital allocation and resource planning
- Present complex financial insights to C-suite executives through executive dashboards
- Drive process improvements in financial reporting and FP&A workflows
- Conduct market research and competitive analysis to inform investment strategies
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, Power BI, and financial modeling tools
- Strong understanding of GAAP and SEC reporting requirements
- Proven track record translating complex data into actionable business insights
- Exceptional communication skills with executive presentation experience