Job Description
Join our award-winning finance team at Apex Financial Partners, a leading investment firm in the Research Triangle. We seek a dynamic Senior Financial Analyst to drive data-driven decision-making and support our strategic growth initiatives. Enjoy competitive compensation, comprehensive benefits, and a collaborative culture focused on innovation and professional development.
Responsibilities
- Perform in-depth financial modeling, forecasting, and variance analysis for portfolio companies
- Develop comprehensive financial reports and dashboards for executive leadership
- Analyze market trends and competitive landscapes to identify investment opportunities
- Collaborate with cross-functional teams to support M&A transactions and due diligence
- Lead process optimization initiatives to enhance financial reporting efficiency
- Maintain compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, PowerPoint, and financial modeling tools
- Strong knowledge of GAAP and SEC reporting requirements
- Exceptional analytical and problem-solving abilities
- Excellent communication skills with ability to present complex data clearly
- Experience with ERP systems (SAP/Oracle) and data visualization tools