Job Description
Are you a strategic thinker with a passion for numbers? Apex Financial Partners is seeking a Senior Financial Analyst to join our elite finance team in the heart of Miami.
We are a dynamic, forward-thinking firm looking to scale our operations. In this role, you will play a pivotal part in driving decision-making through deep-dive financial analysis and strategic forecasting. If you thrive in a fast-paced environment and want to work with the best, we want to hear from you.
Why Join Us?
- Competitive base salary and performance bonuses.
- Comprehensive health, dental, and vision coverage.
- Modern office in the vibrant Brickell financial district.
- Continuous professional development opportunities.
Key Responsibilities:
- Perform detailed financial analysis to support business decision-making and strategic planning.
- Develop, maintain, and update complex financial models and forecasts for revenue, expenses, and capital requirements.
- Prepare accurate monthly, quarterly, and annual financial reports for executive leadership.
- Assist in the budgeting process by collaborating with department heads to define budget parameters and track variances.
- Monitor key performance indicators (KPIs) and provide actionable insights to optimize operational efficiency.
- Conduct variance analysis to explain differences between actual results and forecasts.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree preferred).
- 3+ years of experience in financial analysis, corporate finance, or investment banking.
- Advanced proficiency in Microsoft Excel (VLOOKUP, PivotTables, Macros) and SQL.
- Experience with financial reporting software (e.g., NetSuite, SAP) or BI tools (e.g., Power BI, Tableau) is a plus.
- Strong understanding of GAAP and financial statement analysis.
- Excellent verbal and written communication skills with the ability to present complex data clearly.
Responsibilities
- Perform detailed financial analysis to support business decision-making and strategic planning.
- Develop, maintain, and update complex financial models and forecasts for revenue, expenses, and capital requirements.
- Prepare accurate monthly, quarterly, and annual financial reports for executive leadership.
- Assist in the budgeting process by collaborating with department heads to define budget parameters and track variances.
- Monitor key performance indicators (KPIs) and provide actionable insights to optimize operational efficiency.
- Conduct variance analysis to explain differences between actual results and forecasts.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree preferred).
- 3+ years of experience in financial analysis, corporate finance, or investment banking.
- Advanced proficiency in Microsoft Excel (VLOOKUP, PivotTables, Macros) and SQL.
- Experience with financial reporting software (e.g., NetSuite, SAP) or BI tools (e.g., Power BI, Tableau) is a plus.
- Strong understanding of GAAP and financial statement analysis.
- Excellent verbal and written communication skills with the ability to present complex data clearly.