Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm in San Francisco's thriving fintech hub. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through insightful financial modeling and data analysis. This urgent opening offers unparalleled growth opportunities in a collaborative environment where your expertise will directly impact our $2B portfolio.
Why You'll Love Working Here:
• Competitive compensation with performance bonuses
• Comprehensive health benefits and 401(k) matching
• Flexible hybrid work policy (3 days in-office)
• Professional development stipend
Responsibilities
- Develop comprehensive financial models for investment portfolios and market analysis
- Prepare monthly/quarterly financial statements with variance analysis
- Lead budgeting and forecasting processes for 15+ business units
- Conduct ad-hoc financial investigations to support strategic initiatives
- Present findings to C-suite executives using data visualization tools
- Collaborate with cross-functional teams on M&A due diligence
- Maintain compliance with SEC regulations and GAAP standards
Qualifications
- Bachelor's in Finance/Accounting with 3+ years experience
- CPA or CFA designation preferred
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Experience with financial modeling tools (Bloomberg, FactSet)
- Strong SQL and data visualization skills (Tableau/Power BI)
- Proven ability to manage multiple deadlines in fast-paced environments
- Excellent communication with non-financial stakeholders