Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm in Los Angeles. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial initiatives and support our growing portfolio. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in a collaborative environment.
Responsibilities
- Analyze financial data, trends, and metrics to support investment decisions
- Develop comprehensive financial models and forecasting reports
- Prepare detailed budgeting and variance analysis for portfolio companies
- Collaborate with cross-functional teams to optimize financial performance
- Present insights to senior leadership through compelling visualizations
- Ensure compliance with SEC regulations and financial reporting standards
- Lead process improvement initiatives for financial workflows
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, financial modeling, and data visualization tools
- Strong understanding of GAAP, SEC regulations, and financial reporting
- Excellent analytical and problem-solving skills with attention to detail
- Proven ability to translate complex data into actionable insights
- CFA or CPA certification highly desirable