FP&A Analyst

Apex Fintech Solutions•Chicago, IL

2d•$64,000 - $80,000•Hybrid

About The Position

The FP&A Analyst will support the build-out of the Apex FP&A team and our efforts to increase automation of management reporting, advance cost management focus, and implement efficiencies in the budgeting and monthly reporting cycles. The FP&A Analyst will primarily support the technology organization and have the opportunity to learn the details behind Apex’s business and gain cross-functional exposure and interaction with company leadership. Apex is a rapidly growing Fintech firm with a need for ongoing financial analysis and process improvement. This role plays a critical role in delivering on the Firm’s objectives.

Requirements

Bachelor's degree in Accounting, Finance, Business or related field (or equivalent work experience) required
2+ years of professional experience, preferably in a similar role for a clearing or investment firm, proprietary trading firm, or financial services
Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multitask
Excellent communication (verbal and written) skills and the ability to communicate constructively within the department and firm
Proficient in Microsoft 365 suite (e.g. Excel, PowerPoint, Word, and Outlook)
Strong skills in Excel and/or visualization tools
Strong analytical skills to solve problems
Ability to work independently as well as in a team environment
Ability to work with numerous and conflicting deadlines
Ability to perform tasks with speed and accuracy
Desire to take ownership of projects and ideas

Nice To Haves

Experience with data visualization and business intelligence (BI) tools preferred
NetSuite Planning & Budgeting and NetSuite ERP experience a plus
Public accounting background a plus

Responsibilities

Collaborate with team members and business leaders to prepare monthly and quarterly reporting packages that drive business decisions
Assist with monitoring and analyze monthly financial results. Identify relevant trends and key drivers of budget variances
Prepare, control and explain monthly key performance indicator (KPI) metrics
Maintain and improve expense tracking for vendor and headcount reporting with a focus on automation to reduce manual efforts and increase cost transparency which drive business decisions
Deliver analytical management reporting, including ad-hoc requests, to provide the organization with a deeper understanding of changes in financial results
Participate in FP&A responsibilities associated with headcount reporting and data control
Support team in developing annual budgets and forecasts which will drive timely decision making; create and maintain budgeting templates
Prepare and maintain revenue models for forward-looking revenue forecasts which inform company leadership of notable trends
Evaluate and improve manual reporting processes by supporting the implementation of new and existing technology solutions.
Clean and analyze large data sets to summarize for management reporting, determine results, or reveal trends
Assist in the development and enhancement of internal cost allocation methodologies
Continuously improve and automate financial management processes and analytical tools needed to deliver reporting and budgeting
Actively participate in firmwide and departmental projects and initiatives