Job Description
Join our dynamic finance team at Apex Capital Partners where innovation meets integrity. We're urgently seeking a Senior Financial Analyst to drive strategic financial planning and analysis for our high-growth portfolio companies. This role offers unparalleled exposure to executive leadership and the opportunity to shape financial strategies in the heart of San Francisco's thriving tech ecosystem.
Our ideal candidate thrives in fast-paced environments, possesses exceptional analytical prowess, and is passionate about transforming complex data into actionable business insights. You'll collaborate with cross-functional teams to deliver financial modeling, forecasting, and valuation support while maintaining rigorous compliance standards.
Responsibilities
- Develop and maintain complex financial models for budgeting, forecasting, and scenario analysis
- Conduct in-depth variance analysis and performance reporting against strategic KPIs
- Lead month-end/quarter-end close processes ensuring accuracy and timely delivery
- Prepare executive-ready presentations translating financial data into strategic recommendations
- Support M&A activities through due diligence, valuation, and integration financial planning
- Streamline financial processes using advanced Excel, SQL, and Power BI capabilities
- Mentor junior analysts and drive continuous improvement in financial reporting systems
Qualifications
- 5+ years of progressive financial analysis experience in tech/VC/private equity
- CPA or CFA designation strongly preferred
- Expert proficiency in financial modeling, valuation methodologies, and data visualization
- Advanced Excel skills with macros and complex formulas
- SQL and Power BI experience required; Python a plus
- Demonstrated success presenting to C-suite and investment committees
- Ability to manage competing priorities in deadline-driven environments
- Bachelor's in Finance, Accounting, or Economics from top-tier institution