Job Description
Join our award-winning finance team at Apex Capital Group, a leading investment firm in Los Angeles. We seek a dynamic Senior Financial Analyst to drive strategic financial initiatives and deliver actionable insights that shape our growth trajectory. This hybrid role combines deep financial modeling with cross-functional collaboration in a fast-paced environment.
Responsibilities
- Develop and maintain complex financial models for forecasting, budgeting, and valuation
- Analyze market trends and competitor performance to identify investment opportunities
- Prepare executive-level presentations translating financial data into strategic recommendations
- Collaborate with investment teams to conduct due diligence on potential acquisitions
- Optimize capital allocation strategies through scenario analysis and stress testing
- Lead month-end closing processes with variance analysis and reconciliations
- Mentor junior analysts while maintaining rigorous quality control standards
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling software
- Deep understanding of valuation methodologies (DCF, Comparable Analysis, Precedent Transactions)
- Exceptional presentation skills with experience creating executive dashboards
- Strong SQL and data visualization skills (Tableau/Power BI)
- Series 7/63 or CFA charter holder highly desirable