Job Description
Join our dynamic finance team at Apex Capital Partners, a leading investment firm in Dallas. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial initiatives and support our growing portfolio. You'll collaborate with executive leadership to optimize financial performance and deliver actionable insights that shape our business decisions.
Why Join Us?
• Competitive compensation with performance bonuses
• Comprehensive benefits package (401k, health insurance, PTO)
• Hybrid work schedule with downtown Dallas office
• Career advancement opportunities in a rapidly scaling firm
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models for forecasting and budgeting
- Prepare executive-level reports and presentations for stakeholders
- Lead cross-functional projects to improve financial processes
- Conduct market research to inform investment strategies
- Ensure compliance with SEC regulations and internal controls
- Mentor junior analysts on financial best practices
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling tools
- Strong understanding of GAAP and SEC reporting requirements
- Excellent analytical and problem-solving skills
- Proven ability to communicate complex financial concepts to non-financial stakeholders
- Experience with financial software (e.g., Bloomberg, FactSet)
- Texas CPA license or actively pursuing certification