Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm in the Triangle region. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through data-driven insights. This role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in one of America's fastest-growing tech hubs. You'll collaborate with executive leadership to optimize financial performance while shaping our future growth trajectory.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop detailed financial models for forecasting and scenario planning
- Prepare monthly, quarterly, and annual financial reports for stakeholders
- Lead budgeting and variance analysis across business units
- Conduct ad-hoc financial analyses to support strategic initiatives
- Collaborate with cross-functional teams on financial strategy
- Maintain and improve financial reporting systems and processes
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel and financial modeling tools
- Strong SQL and data visualization skills (Power BI/Tableau)
- Experience with ERP systems (SAP/Oracle preferred)
- CFA or CPA certification strongly preferred
- Excellent communication and presentation abilities
- Proven ability to translate complex data into actionable insights