Job Description
Join our dynamic finance team at Apex Financial Partners as a Senior Financial Analyst in a fully remote-friendly environment based in Los Angeles. We're seeking a detail-oriented professional to drive financial strategy for our growing portfolio of tech clients. Enjoy flexible work arrangements while making impactful decisions in a collaborative, culture-first setting. What we offer: Competitive compensation, comprehensive benefits package, professional development stipend, and quarterly team retreats in sunny California.
Responsibilities
- Lead financial modeling and analysis for client portfolios using advanced Excel and Power BI tools
- Prepare monthly, quarterly, and annual financial reports with actionable insights
- Collaborate with cross-functional teams to optimize budget allocation and resource planning
- Conduct variance analysis and identify key financial trends requiring executive attention
- Develop ad-hoc financial models for M&A activities and investment opportunities
- Maintain and enhance financial forecasting systems for long-term strategic planning
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in tech/consulting
- Advanced proficiency in Excel (VLOOKUP, PivotTables, complex formulas)
- Experience with financial modeling software (e.g., Hyperion, Anaplan)
- Strong SQL and Power BI skills for data extraction and visualization
- Exceptional communication skills with ability to present to C-suite executives
- Proven track record of remote work collaboration and self-management