Financial Analyst

APEX Fintech Services•Chicago, IL

3d•Hybrid

About The Position

The Financial Analyst is a pivotal role in the finance department, optimizing financial processes and systems to drive business performance. The analyst examines financial data, identifies trends, and provides insights to guide strategic decisions. The role collaborates with cross-functional teams to understand business needs, develop assumption-based financial models, and implement solutions that improve financial efficiency and accuracy. Responsibilities include developing financial models for budgeting, forecasting, and long-term planning; analyzing financial performance and recommending profit improvements; improving financial processes, systems, and controls; preparing financial reports and dashboards; supporting management's information needs; liaising across finance, operations, and technology; and leading or participating in projects that enhance the finance function. The position requires a bachelor's degree in Finance, Economics, Accounting, or a related field, and 1–3 years of experience in financial analysis, business analysis, or a related field. The role is hybrid for most positions. The annual base salary range is $80,546–$100,683, with exact compensation varying based on job-related knowledge, skills, experience, and office location.

Requirements

Bachelor’s degree in Finance, Economics, Accounting, or a related field.
1–3 years of experience in financial analysis, business analysis, or a related field.
Experience with financial modeling, budgeting, and expense management.
Exceptional analytical and quantitative skills and strong attention to detail.
Excellent verbal and written communication skills, including the ability to explain complex information clearly.
Strong problem-solving skills and ability to prioritize competing tasks in a fast-paced environment.
Demonstrated leadership ability to drive projects and initiatives within cross-functional teams.
Ability to adapt to changing priorities and work under tight deadlines.

Nice To Haves

Master’s degree in Finance or Business Administration.
Experience leveraging AI tools, particularly Claude, for innovation, automation, and enhanced financial analysis.
Strong proficiency with financial software systems such as Oracle NetSuite, SAP, or similar ERP systems.
Advanced MS Excel skills, including pivot tables, V-lookups, and macros.

Responsibilities

Develop complex financial models to support budgeting, forecasting, strategic initiatives, and long-term planning.
Analyze current and historical financial data and performance, and recommend ways to enhance profit.
Identify inefficiencies in financial processes and develop solutions to improve operations and reporting accuracy.
Implement best practices in financial systems and controls and ensure compliance with regulations.
Prepare detailed financial reports and dashboards for management, highlighting trends, forecasts, and financial performance.
Enhance data collection procedures to include information that supports clear and comprehensive financial reporting.
Work with management to prioritize business and information needs and translate business requirements into system requirements.
Liaise between finance, operations, and technology departments to enhance systems and interfaces.
Lead and participate in projects that enhance the finance function, managing timelines, scope, and project risks.