Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm in Philadelphia's thriving financial district. We're seeking a detail-oriented Senior Financial Analyst to drive data-driven decision-making and support our portfolio growth. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in one of America's most vibrant business hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Prepare detailed financial models, forecasts, and variance reports
- Collaborate with investment teams to evaluate potential acquisitions and partnerships
- Develop executive dashboards and KPI tracking systems
- Lead quarterly business reviews with senior stakeholders
- Maintain compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and Power BI
- CFA or CPA certification strongly preferred
- Experience with financial modeling and valuation techniques
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities