Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm in the Pacific Northwest. As a Senior Financial Analyst, you'll drive strategic financial decision-making through data-driven insights and forward-thinking analysis. We offer a collaborative environment where your expertise directly impacts our growth trajectory. Why Apply? Competitive compensation, comprehensive benefits package, and opportunities for career advancement in Seattle's thriving financial sector.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Prepare monthly/quarterly performance reports for executive leadership
- Develop financial models for budgeting, forecasting, and valuation
- Collaborate with investment teams to support portfolio analysis
- Streamline financial processes through automation and innovation
- Ensure compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA 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
- Experience with Power BI or Tableau for data visualization
- CFA or CPA certification highly desirable