Job Description
We are looking for a highly analytical and strategic Financial Analyst to join our leadership team in San Jose. In this role, you will be the architect of our financial strategy, transforming complex data into actionable insights that drive business growth. You will collaborate closely with cross-functional teams to optimize capital allocation and ensure financial stability.
At Apex Financial Group, we value innovation, transparency, and excellence. If you have a passion for numbers and a knack for storytelling through data, we want to meet you.
Responsibilities
- Perform complex financial modeling and forecasting to support long-term business planning and budgeting.
- Analyze market trends and competitor data to provide strategic recommendations for revenue growth.
- Prepare monthly, quarterly, and annual financial reports, including variance analysis and P&L reviews.
- Collaborate with department heads to identify cost-saving opportunities and improve operational efficiency.
- Assist in the due diligence process for potential acquisitions and capital investments.
- Monitor key performance indicators (KPIs) and present findings to executive leadership.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree preferred).
- 5+ years of experience in financial analysis, corporate finance, or a related role within the technology sector.
- Advanced proficiency in Microsoft Excel (VBA, Pivot Tables) and financial modeling.
- Strong working knowledge of SQL, Tableau, or Power BI is a plus.
- CFA, CPA, or CMA certification is highly desirable.
- Exceptional attention to detail with strong problem-solving skills.