Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm in the heart of Indianapolis. We're seeking a Senior Financial Analyst to drive data-driven decision-making for our growing portfolio. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in a collaborative environment. Relocation assistance provided!
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop detailed financial models and forecasting reports
- Prepare executive dashboards and presentations for senior leadership
- Collaborate with cross-functional teams to optimize budget allocation
- Ensure compliance with SEC regulations and internal controls
- Mentor junior analysts and process improvement initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of financial analysis experience in finance/banking
- Advanced proficiency in Excel, SQL, and Power BI
- CFA or CPA certification strongly preferred
- Exceptional analytical and problem-solving skills
- Strong communication with ability to present complex data clearly