Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm in the heart of Manhattan. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and analysis. This hybrid role offers competitive compensation, comprehensive benefits, and unparalleled growth opportunities in the financial capital of the world.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for investment portfolios
- Develop comprehensive financial models and forecasting tools for strategic decision-making
- Prepare detailed reports and presentations for executive stakeholders and board members
- Collaborate with cross-functional teams to optimize financial performance
- Monitor market conditions and regulatory changes affecting financial strategies
- Lead quarterly business reviews and annual budgeting processes
- Implement process improvements to enhance financial reporting efficiency
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, PowerPoint, and financial modeling software
- Strong SQL skills for data extraction and analysis
- Experience with Bloomberg Terminal and market data platforms
- Exceptional analytical and problem-solving abilities
- Series 7 or CFA designation highly desirable
- Proven track record of delivering actionable financial insights