Job Description
Join our dynamic finance team at Apex Financial Partners, a leading investment firm in Raleigh's thriving tech corridor. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and analysis for our growing portfolio of tech clients. Enjoy 100% remote flexibility with quarterly in-person collaboration at our state-of-the-art downtown Raleigh hub. This role offers unparalleled growth opportunities in a culture that values innovation and work-life balance.
What You'll Love:
- Flexible hybrid work model with full remote options
- Comprehensive benefits package including 401k matching
- Professional development stipend for certifications
- Collaborative environment with regular team offsites
Responsibilities
- Lead financial modeling and forecasting for tech startup clients
- Analyze market trends and competitive landscapes to inform investment strategies
- Prepare detailed financial statements and variance reports for executive leadership
- Develop data-driven recommendations for portfolio optimization
- Collaborate with cross-functional teams on M&A valuation projects
- Streamline financial reporting processes using automation tools
- Mentor junior analysts on advanced Excel and financial modeling techniques
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of financial analysis experience in tech or investment sectors
- Advanced proficiency in Excel, SQL, and financial modeling software
- CFA or CPA certification strongly preferred
- Demonstrated experience with SaaS and subscription-based business models
- Exceptional analytical and problem-solving abilities
- Strong communication skills with ability to present complex data clearly
- Proven track record of driving process improvements in finance operations