Job Description
Join our dynamic finance team at Apex Financial Partners and drive strategic decision-making as a Senior Financial Analyst in Plano, TX. We're seeking a detail-oriented professional to transform complex financial data into actionable insights that propel our growth. Enjoy a collaborative culture with cutting-edge tools and opportunities for career advancement. Apply today to become part of our award-winning team!
Responsibilities
- Analyze financial statements, trends, and metrics to identify growth opportunities and risks
- Develop comprehensive financial models for budgeting, forecasting, and strategic planning
- Prepare executive-level reports and presentations for leadership team
- Collaborate with cross-functional teams to optimize financial processes
- Conduct variance analysis and recommend corrective actions
- Support M&A activities through due diligence and valuation analysis
- Maintain compliance with SOX regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in corporate or public accounting
- Advanced proficiency in Excel, Power BI, and ERP systems (SAP/Oracle)
- Strong understanding of GAAP and financial reporting standards
- Proven ability to translate complex data into strategic recommendations
- Excellent communication and presentation skills
- Certification (CPA/CMA) or active pursuit strongly preferred
- Experience with healthcare or tech industry a plus