Financial Analyst

Apex Fintech Solutions • Chicago, IL

4d • $80,546 - $100,683 • 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 position examines financial data, identifies trends, and provides insights to guide strategic decisions. The successful candidate collaborates with cross-functional teams to understand business needs, develop assumption-based financial models, and implement solutions that improve financial efficiency and accuracy.

The role develops models for budgeting, forecasting, and long-term planning; analyzes financial performance and recommends ways to enhance profit; improves processes, reporting, systems, and controls; and prepares financial reports and dashboards for management. It also works with stakeholders across management, finance, operations, and technology to translate business needs into system requirements and leads or participates in projects that strengthen the finance function.

The position requires a 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, and experience with financial modeling, budgeting, and expense management. Preferred qualifications include a master’s degree in Finance or Business Administration, experience using AI tools—particularly Claude—for innovation, automation, and financial analysis, proficiency with ERP systems such as Oracle NetSuite or SAP, and advanced Excel skills.

The role has a hybrid work schedule for most roles, with the flexibility to work from home and from one of the company’s primary offices. The stated annual base salary range is $80,546–$100,683; actual compensation may vary 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.
• Proven experience with financial modeling, budgeting, and expense management.
• Exceptional analytical and quantitative skills, with strong attention to detail.
• Excellent verbal and written communication skills, with the ability to explain complex information clearly.
• Strong problem-solving skills and the ability to prioritize competing tasks in a fast-paced environment.
• Demonstrated leadership ability to drive projects and initiatives within cross-functional teams.
• Agility and flexibility in managing changing priorities and working 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 for strategic initiatives, including budgeting, forecasting, and long-term planning.
• Analyze current and past financial data and performance and recommend ways to enhance profit.
• Identify inefficiencies in financial processes and develop solutions to improve business 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 capture information relevant to clear, comprehensive financial communication.
• Work with management to prioritize business and information needs and translate business requirements into system requirements.
• Liaise between finance, operations, and technology departments to improve systems and interfaces.
• Lead and participate in projects that enhance the finance function, managing timelines, scope, and project risks.

Benefits

• Healthcare benefits, including medical, dental, vision, and EAP.
• Competitive PTO.
• 401(k) match.
• Parental leave.
• HSA contribution match.
• Paid subscription to the Calm app.
• External learning and tuition reimbursement benefits.
• Hybrid work schedule for most roles, with flexibility to work from home and from a primary office.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level