Job Description
Join our dynamic finance team at Apex Financial Partners in the heart of Dallas! We're urgently seeking a Senior Financial Analyst to drive strategic decision-making and financial excellence. This is a rare opportunity to impact our rapidly growing portfolio of Fortune 500 clients in a collaborative, results-driven environment.
Why Apply Now? Our Dallas office is expanding 40% this quarter, and we need your expertise to scale our financial operations. Enjoy competitive compensation, hybrid work flexibility, and a clear path to leadership.
Responsibilities
- Lead complex financial modeling and forecasting for $500M+ client portfolios
- Analyze market trends and regulatory impacts to inform investment strategies
- Develop executive-ready dashboards and financial performance reports
- Collaborate with cross-functional teams on M&A due diligence and valuation
- Maintain compliance with SEC/FASB regulations and SOX controls
- Mentor junior analysts and optimize financial workflows
Qualifications
- Bachelor's in Finance/Accounting (MBA/CFA preferred)
- 5+ years in financial analysis with public company exposure
- Expert proficiency in Excel, Power BI, and SAP Financials
- Strong SQL/Python skills for data extraction and analysis
- Proven experience in SEC reporting and variance analysis
- Excellent stakeholder management and presentation skills