Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm committed to delivering exceptional financial solutions to clients across the Midwest. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through data-driven insights. This remote-friendly role offers the flexibility to work from anywhere while collaborating with our Fort Wayne-based team. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional growth in a supportive environment.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop comprehensive financial models, forecasts, and variance reports for executive leadership
- Collaborate with cross-functional teams to support budgeting, strategic planning, and M&A activities
- Prepare investor presentations and regulatory filings with clear, actionable insights
- Lead process improvement initiatives to enhance financial reporting efficiency
- Maintain compliance with SEC regulations and internal financial policies
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 analytical skills with ability to translate complex data into actionable recommendations
- Experience with ERP systems (SAP/Oracle) and BI platforms (Tableau/Power BI)
- Excellent communication skills with ability to present to C-suite stakeholders
- Remote work experience and self-discipline in virtual team environments