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analyst 2 finance

Comcast

<div>Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast. 
Job Summary
Responsible for providing business performance analysis, reporting and forecasting as an independent contributor. Also responsible for providing a variety of financial data and maintaining and updating financial models and plans. Reports financial analysis to senior management in support of functional business objectives. Works with moderate guidance in own area of knowledge.
Job Description
Core Responsibilities<ul><li>
Conducts various statistical and financial reports, as assigned. Gathers analysis and creates reports.</li><li>
Assists in budgeting, forecasting, variance analyses and related reports, as assigned.</li><li>
Conducts financial research, analyzes financial performance against objectives and determines emerging financial trends.</li><li>
Maintains statistical/financial databases.</li><li>
Performs additional Business Operations duties and tasks as required.</li><li>
Consistent exercise of independent judgment and discretion in matters of significance.</li><li>
Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary.</li><li>
Other duties and responsibilities as assigned.</li></ul> 
Employees at all levels are expected to:<ul><li>
Understand our Operating Principles; make them the guidelines for how you do your job.</li><li>
Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services.</li><li>
Know your stuff - be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences.</li><li>
Win as a team - make big things happen by working together and being open to new ideas.</li><li>
Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.</li><li>
Drive results and growth.</li><li>
Support a culture of inclusion in how you work and lead.</li><li>
Do what's right for each other, our customers, investors and our communities.</li></ul> 
Disclaimer:<ul><li>
This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications.</li></ul> 
Comcast is an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law. 
Skills:
Executive Presence; Data Analysis; Financial Reports; Strategic Thinking 
Salary:
Primary Location Pay Range: $65,974.82 - $98,962.24
Comcast intends to offer the selected candidate base pay within this range, dependent on job-related, non-discriminatory factors such as experience. The application window is 30 days from the date job is posted, unless the number of applicants requires it to close sooner or later. 
Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That?s why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality ? to help support you physically, financially and emotionally through the big milestones and in your everyday life. Please visit the compensation and benefits summary on our careers site for more details. 
Education
Bachelor's Degree
While possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience.
Relevant Work Experience
2-5 Years</div>

Analyst 2, Finance

Mark Anthony Services Inc.

<div>Mark Anthony Group is an entrepreneurial drinks company, built from the ground up by thinking differently, innovating and doing the unexpected. Our company is rooted in family values, a bold vision and relentless determination to continuously raise the bar and make a positive difference in consumers' lives. Founded in 1972, we&rsquo;ve grown organically from a one-person import wine business into an international drinks company whose hallmarks include a portfolio of luxury wineries and iconic beverage brands, including White Claw&reg; Hard Seltzer, Mike&rsquo;s Hard Lemonade, and Cayman Jack.

Act as a strategic finance partner to Regional and Commercial leadership by delivering actionable insights that drive revenue growth, profitability, and pricing discipline. Lead analysis of commercial performance, identifying risks and opportunities across volume, pricing, and investment. Provide data-driven recommendations and financial guidance to optimize business results and support long-term value creation.

Responsibilities:

Performance &amp; Insights:

Lead analysis of regional commercial and financial performance, identifying key drivers of volume, price, mix, and profitability.

Translate complex data into clear insights and recommendations for regional and commercial leadership.

Planning &amp; Forecasting:

Own regional inputs for planning, forecasting, and budgeting cycles, ensuring alignment with business strategy.

Improve forecast accuracy through advanced analytics and business partnership.

Revenue Growth &amp; Pricing:

Support execution of revenue management strategies, including pricing, trade investment, and promotional effectiveness.

Analyze ROI of commercial investments and recommend actions to optimize spend and maximize profitability.

Act as a financial steward to ensure disciplined pricing, investment, and decision-making aligned to company strategy.

Process, Tools &amp; Data:

Develop and enhance tools, dashboards, and reporting to improve decision-making and transparency.

Drive improvements in data quality, governance, and system capabilities in partnership with Commercial Operations and IT.

Able to collaborate efficiently &amp; effectively cross-functionally.
<div>
<ul><li>Establish scalable processes and data governance that enable strong financial controls and high-quality decision making.</li></ul>
<ul><li>Influence commercial and financial decisions to achieve or exceed regional volume, revenue, and profitability targets.</li></ul>
<ul><li>Deliver accurate and timely planning and forecasting inputs, continuously improving methodologies and insights.</li></ul>
<ul><li>Diagnose business performance challenges and develop actionable recommendations that improve growth and profitability.</li></ul>
</div>
Qualifications:
<div>
<ul><li>Experience partnering with Sales, Commercial, or Revenue Management teams to influence and drive decisions in a dynamic business environment</li></ul>
<ul><li>Strong financial modeling, forecasting, and analytical problem-solving skills</li></ul>
<ul><li>Experience in beverage alcohol or CPG preferred (high volume and multi-distributor environment)</li></ul>
<ul><li>Demonstrated ability to manage multiple priorities in a fast-paced and high-visibility environment</li></ul>
<ul><li>Strong stakeholder management and influence skills</li></ul>
<ul><li>Ability to communicate complex insights clearly to non-financial audiences</li></ul>
<ul><li>Strategic mindset with a bias toward action and continuous improvement</li></ul>
<ul><li>Advanced analytical capabilities and ability to translate insights into business outcomes</li></ul>
</div>
Education Qualifications:

Bachelor&rsquo;s Degree

Technical Certifications: CPA, CFA a plus

Key Concepts:
<div>
<ul><li>Strategic thinking and commercial mindset</li></ul>
<ul><li>Strong attention to detail with the ability to see the big picture</li></ul>
<ul><li>Proactive problem solver with a continuous improvement mindset</li></ul>
<ul><li>Ability to thrive in a fast‑paced, results‑driven environment</li></ul>
<ul><li>High degree of integrity and ownership</li></ul>
</div>
Compensation:

Compensation offered to prospective Team Members has taken internal equity into consideration and can vary depending on a positions&rsquo; location. The final agreed upon wage may vary based on the job-related knowledge, skills, and experience of the individual.
<ul>
<li>Competitive annual salary $88,000 - $110,000</li>
<li>Bonus plan designed to recognize company performance and individual contributions</li>
<li>Comprehensive health and welfare benefits</li>
<li>Company matching 401(k) contributions</li>
<li>Paid time off including annual leave, paid sick time and holidays</li>
<li>Extensive opportunities for training, development, and career growth</li>
</ul>
At Mark Anthony, we exist to Unearth the Extraordinary:

Our Purpose is not just a statement; it is a call to action that binds us together and ignites our passion for making a difference. It is the driving force behind why we do what we do every single day, connecting our global organization across all business units, roles, and locations. We are:

Best in Our Craft 
We set the standard with a pursuit of excellence that can be found in everything from our products and processes to our plants and people.
Ambitiously Curious 
We stay curious, dreaming big and navigating the unknown with an enduring belief in better.
Made With Humility 
We bring humility, authenticity, fun, and support to every collaboration and celebrate wins as a team.

Daringly Disruptive 
We disrupt the status quo, moving fast to seize opportunities and acting scrappy to stay ahead of industry giants.</div>

Senior Analyst, Finance - Sales

Illinois Housing Development Authority

Position Title: Portfolio Conversion AnalystDepartment: Multifamily FinancingJoin our Team! At IHDA we strive to create and maintain a work environment that promotes diversity, recognition and inclusion. IHDA is committed to hiring and investing in individuals of diverse talents and backgrounds to ensure a range of perspectives and experiences inform and guide our work of financing affordable housing in the state of Illinois.Who we are: The Illinois Housing Development Authority (IHDA) is one of the Nation&rsquo;s preeminent Housing Finance Agencies and one of the State&rsquo;s ten largest financial institutions. Our mission is to finance the creation and preservation of affordable housing across the state. IHDA oversees more than 20 federal and state programs on behalf of the state of Illinois and serves as one of the state&rsquo;s primary resources for housing policy and program administration. For over 50 years, IHDA has led the state in financing and supporting affordable housing.Summary: Portfolio analyst to provide analytical and technical support to the Underwriting Manager and MF Team. Analyst will collect, input, and review construction and leasing reports; prepare reports; assist Underwriting Manager with timing and receipt of equity installments as needed; analyze property financials for stabilization; perform mortgage credit review (financial analysis) on Borrowers and guarantors; complete analysis of property financials for stabilization; complete analysis of quarterly and annual operating results; undertake projects.Essential Functions:&middot; Monitor construction process and work with Construction Services Group to ensure project is on-schedule and within budget for completion. As needed, work with Asset Management and Loan Portfolio Manager and Legal if a project is in violation of any legal documents.&middot; Analyze existing construction loans to determine whether or not the conditions for conversion to permanent, non-recourse financing have been met; including financial feasibility, physical and environmental condition, borrower financial status and regulatory requirements.&middot; Manage communications among a diverse mix of internal and external participants including finance, loan portfolio management, asset management, borrowers, equity investors, attorneys, title agents, etc.&middot; Review and understand legal documents to ensure transactions comply with the originally negotiated terms and conditions as well as internal and external (local laws and regulatory) policies.&middot; Review and analyze due diligence information used to underwrite and finalize deal files for delivery into internal and/or Government Agency systems (Risk Sharing Packages, Financial Calendar).&middot; Create and present comprehensive mortgage credit reviews on borrower and guarantor(s) for review and approval.&middot; Recommend and Reaffirm appropriate construction and permanent loans risk ratings.&middot; Utilize internal automated systems necessary to document underwriting processes.&middot; Negotiate structure, terms and conditions with borrowers in a constructive way, based on logic and underwriting issues, with the goal of securing transaction approval while appropriately managing risk to the company.&middot; Liaise between, but not limited to Legal, Operations, Underwriter, and Finance.&middot; Additional duties as assignedEducation and Experience Requirements:&middot; BA/BS in accounting, finance or related field&middot; Prior experience in underwriting commercial real estate.&middot; Excellent communication, organizational and interpersonal skills, along with the ability to multi-task under tight deadlines.&middot; Strong motivation, with the ability to work without supervision and take responsibility for increasingly complex tasks.&middot; Keen judgment, a strong work ethic.&middot; High attention to detail and the desire to take ownership of a process to drive towards resolutions.&middot; Possess a basic working knowledge of the commercial real estate industry, including finance.&middot; The successful candidate must be capable of analyzing real estate projects for financial feasibility as well as market driven factors.&middot; This person will be well versed in commercial real estate concepts such as NOI, Cap Rates, debt service coverage, etc.Physical Requirements: Alternating between sitting, standing, and walking. Ascending and descending stairs. Crouching and stooping. Pushing and pulling. Reaching overhead or below. Repetitive task movements (filing, keyboarding, copying). Lifting, carrying, and moving objects of up to 10 -15 pounds.What we Offer:&middot; Paid time off, plus paid holidays&middot; Currently in a hybrid work arrangement, but candidates must reside in Illinois at time of hire&middot; Medical/dental/vision/life insurance plans&middot; Short/long term disability&middot; Tuition reimbursement&middot; Flex spending&middot; 401K plan &ndash; immediate vesting&middot; IHDA employees may be eligible for federal loan forgiveness programs&middot; Access to Personal Vehicle: Required along with appropriate insurance.&middot; Frequency of Travel: Infrequent &ndash; 5-10% annually.&middot; Salary: $69,488 - $86,860Must be a resident of Illinois or willing to relocate. Flexible scheduling is available, upon completion of a six-month probationary period.To apply, submit resume to:https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=ee890b7a-c9a4-4880-b61b-79abf60f096e&amp;ccId=19000101_000001&amp;jobId=515390&amp;source=CC2&amp;lang=en_USEOEJob Type: Full-timePay: $69,488.00 - $86,860.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Referral program</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Chicago, IL 60601

Portfolio Conversion Analyst

<div>Description
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It&rsquo;s why we&rsquo;re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we&rsquo;re headed. We&rsquo;re proud to share our story and Make Amazing Happen at CDW.
Job Summary
A culture of diverse perspectives. Coworkers who collaborate to go above and beyond. Motivated individuals who lead by example. This is what CDW is about. Our legacy of innovative thinking and vision for customer-centric technology position us for continued success in our industry&mdash;and for you in your career.
We are seeking an experienced FP&amp;A Senior Financial Analyst to join our team at CDW and be part of a dynamic and forward-thinking Finance organization that values innovation and continuous growth. The Senior Financial Analyst is a key contributor, responsible for analyzing and presenting financial performance across various business functions within the organization. This role involves building financial models to support leadership in making informed financial decisions, as well as providing insightful recommendations and ideas for process improvement. This position partners closely with senior leadership within Finance and Sales and offers an excellent opportunity to make a significant impact on our organization's growth and success.
What you&rsquo;ll do
<ul><li>Partner with leadership as a strategic advisor, delivering actionable analysis grounded in financial stewardship.</li><li>
Proactively provide timely, insightful, actionable, and accurate financial reporting, analysis, and recommendations to key areas in the organization.</li><li>
Develop annual plans supporting various shared services groups, ensuring alignment with overall corporate goals.</li><li>
Build operational financial reports tailored to the specific needs of the business.</li><li>
Provide documentation for financial schedules to ensure transparency and accountability.</li><li>
Build successful partnerships with key internal customers and cross-functional teams.</li><li>
Prepare analysis to support corporate projects and initiatives, contributing to strategic decision-making.</li><li>
Identify and recommend process improvements in reporting and analysis for continuous enhancement.</li><li>
Perform monthly reviews of departmental financial performance vs. plan and prior year, collaborating with department heads and Finance leadership to enhance understanding.</li><li>
Utilize financial models to provide valuable insights on performance targets.</li><li>
Automate and improve financial planning processes for increased efficiency.</li><li>
Provide financial analysis support for key capital projects.</li><li>
Continue to build successful partnerships with key internal customers and cross-functional teams.</li></ul>
What we expect of you
<ul><li>Bachelor&rsquo;s degree and 3+ years of financial analyst/accounting/finance experience</li><li>
Excellent verbal and written communication skills with the ability to interact effectively with internal and external stakeholders, including senior leadership.</li><li>
Develop comprehensive financial forecasts, annual budgets, and long-term strategic plans, visualizing data to enhance clarity and understanding.</li><li>
Develop key performance indicators (KPIs), and operational metrics for the services business, and use data visualization techniques to provide clear and actionable insights and recommendations to the executive team.</li><li>
Collaborate with cross-functional teams to ensure alignment of financial goals with overall business objectives.</li><li>
Complete monthly and quarterly financial reporting, variance analysis, and performance tracking against targets, using data visualization dashboards to facilitate better decision making.</li><li>
Automate and improve financial planning and forecasting processes.</li><li>
Demonstrated strong knowledge of finance concepts, principles, and practices, with the ability to apply them.</li><li>
Strong analytical skills.</li><li>
Demonstrated organization and planning skills with critical attention to detail.</li><li>
Demonstrated time management skills with the ability to meet deadlines.</li><li>
Proficient in Microsoft Office applications with solid experience in Excel.</li><li>
Demonstrated ability to effectively present data to stakeholders for a comprehensive scenario understanding.</li><li>
Track record of identifying process improvements and making appropriate recommendations.</li><li>
Understanding of accounting concepts.</li><li>
Working knowledge of financial software such as PeopleSoft, Essbase, Hyperion, Power Bi and Workday is a plus</li></ul>
We make technology work so people can do great things.
CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&amp;P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, CDW&rsquo;s goal is to get to know you as an applicant and understand your experience, strengths, skills, and qualifications. While AI can help you present yourself more clearly and effectively, the essence of your application should be authentically yours. To learn more, please review CDW's AI Applicant Notice.</div>

Sr Financial Analyst - Hybrid - Chicago, IL

Piper Sandler

<div>Job Description:
At Piper Sandler, we connect capital with opportunity to build a better future.
We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients.
The Summer Analyst Program
Piper Sandler is currently seeking undergraduate students for our 2026 Investment Banking Summer Analyst Internship Program with our Services &amp; Industrials team. Summer Analysts generally work 10 weeks within an industry or product group in Investment Banking and have the opportunity to learn financial modeling and basic analysis of companies and industries, as well as gain an understanding of the dynamics of the capital markets.
The Internship Program includes one week of formal training held near Piper Sandler&rsquo;s Minneapolis, MN headquarters. Interns will also be invited attend networking events during the program. Our Investment Banking internships are a direct pipeline to our full time Analyst positions for the following year.
Qualifications:<ul><li>
Anticipated graduation date from an undergraduate institution of December 2026 or May/June 2027</li><li>
Seeking a bachelor&rsquo;s degree in Accounting, Finance, Economics or another business-related field</li><li>
Microsoft Word, Excel and PowerPoint skills</li><li>
Leadership and teamwork skills</li><li>
Willingness and desire to learn</li><li>
Prior to the start of the internship, it is beneficial for interns to have taken finance and accounting courses or self-study. Training will be provided prior to the start of the internship.</li><li>
You must be work authorized in the United States on a full-time basis without the need for employer sponsorship now or in the future. The Company cannot offer employment to F-1 (student) visa holders who require employer sponsorship in the future or cannot work now on a full-time basis.</li></ul>
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate &amp; venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials &amp; services, energy &amp; power, financial services, healthcare and technology. Learn more about our investment banking team here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee&rsquo;s health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow, and beyond.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
The anticipated starting salary for individuals expressing interest in this position is $110,000 per year. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.</div>

Campus Recruiting – 2026 Investment Banking Summer Analyst – Services & Industrials

Realign

<div>Chicago, Illinois 60018 Posted March 3rd, 2026
 <div></div>Looking for more job opportunities? Click here!</div>
 <div>Job Type: Contract
Job Category: IT
Job Description
<div>Role: Trading Support Analyst - Banking Markets</div><div>
Location: Chicago, IL (trading floor a minimum of four days per week)</div><div>
Contract</div><div>
F2F Interview</div><div></div><div> 
We are seeking a Trading Support Analyst to support brokerage trading applications in a fast-paced Banking Markets environment.</div><div>
Core responsibilities include back end system analysis on top of front office trading support and analysis.</div><div>
This role partners with a global production support team to provide day-to-day operational support for mission-critical trading platforms.</div><div>
Role also includes some development work following DevOps model.</div><div></div><div> 
Key Responsibilities:</div><div></div><div> 
Provide production support for brokerage trading applications in a high-pressure trading environment</div><div>
Analyze, troubleshoot, and resolve production incidents, escalating as required</div><div>
Partner with business users to resolve issues in compliance with IT and business control standards</div><div>
Drive root-cause analysis and continuous improvement initiatives</div><div>
Produce operational metrics, audit support, and application status reporting</div><div>
Maintain disaster recovery documentation and participate in DR exercises</div><div>
Collaborate with technology, business, compliance, audit, and vendor teams</div><div>
Participate in on-call rotations, including evenings and weekends, to manage high-severity incidents end to end</div><div></div><div> 
Required Qualifications:</div><div></div><div> 
5+ years of experience in financial services or capital markets</div><div>
2-3 years of experience with Azure Platform, CI/CD pipelines, GitHub/Jenkins etc.</div><div>
Advanced SQL expertise (Oracle, MS SQL, or Sybase)</div><div>
Strong scripting and automation skills (Python, Perl, PowerShell)</div><div>
Working knowledge of infrastructure components.</div>
Strong communication skills and ability to operate independently in a trading environment
Required Skills
DATA ANALYST</div>

Trading Support Analyst / Banking Markets-2

PEAK6

<div><h3 class="jobSectionHeader">APEX FINTECH SOLUTIONS</h3>
CHICAGO, ILLINOIS, UNITED STATES OF AMERICA<div> 
WHO WE ARE
Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. 
 At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. 
When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. 
Together, we&rsquo;re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. &mdash; grit, results, empathy, accountability, and teamwork &mdash; with Apex. 
We&rsquo;re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we&rsquo;ve created. Here are just a few of the many awards we&rsquo;ve recently received: 
Best Places to Work
2026, 2025, 2024, 2023 - Presented by BuiltIn 
WealthTech of the Year
2025 - Presented by US FinTech Awards 
The World&rsquo;s Top 250 Fintech Companies
2024 - Presented by CNBC
ABOUT THIS ROLE
Job Summary:
The Financial Analyst is a pivotal role in our finance department, optimizing financial processes and systems to drive business performance. This position is responsible for examining financial data, identifying trends, and providing insights that guide strategic decisions. The successful candidate will collaborate with cross-functional teams to understand business needs, develop financial models, and implement solutions that improve financial efficiency and accuracy. 
Key Responsibilities:<ul><li>
Financial Modeling and Analysis:<ul><li>
Develop complex financial models to support strategic initiatives, including budgeting, forecasting, and long-term planning.</li><li>
Analyze current and past financial data and performance to make recommendations on profit enhancement.</li></ul></li><li>
Process Improvement:<ul><li>
Identify inefficiencies in financial processes and develop solutions to enhance business operations and reporting accuracy.</li><li>
Implement best practices in financial systems and controls, ensuring compliance with regulations.</li></ul></li><li>
Reporting and Data Visualization:<ul><li>
Prepare detailed monthly financial reports and dashboards for senior management, highlighting trends, forecasts, and financial performance.</li><li>
Enhance data collection procedures to include information that is relevant for building analytic systems.</li></ul></li><li>
Stakeholder Engagement:<ul><li>
Work closely with management to prioritize business and information needs and translate business requirements into system requirements.</li><li>
Act as the liaison between finance, operations, and technology departments to enhance systems and interfaces.</li></ul></li><li>
Project Management:<ul><li>
Lead and participate in projects that enhance the capability of the finance function, managing timelines, scope, and project risks.</li></ul></li></ul> 
Education and Experience:<ul><li>
Bachelor&rsquo;s degree in Finance, Economics, Accounting, or related field.</li><li>
2 years of experience in financial analysis, business analysis, or a related field.</li><li>
Proven experience with financial modeling, budgeting, and expense management.</li></ul> 
Preferred Qualifications:<ul><li>
Master's Degree in Finance or Business Administration.</li><li>
Certification of Competency in Business Analysis&trade; (CCBA&reg;) or Certified Business Analysis Professional&trade; (CBAP&reg;) preferred.</li><li>
Strong proficiency in financial software systems like Oracle, SAP, or similar ERP systems.</li><li>
Advanced skills in MS Excel, including pivot tables, v-lookups, and macros</li></ul>
Knowledge, Skills, and Abilities:<ul><li>
Analytical Skills:<ul><li>
Exceptional analytical and quantitative skills, with a strong attention to detail.</li></ul></li><li>
Communication:<ul><li>
Excellent verbal and written communication skills, capable of conveying complex information in an understandable manner.</li></ul></li><li>
Problem-Solving:<ul><li>
Strong problem-solving skills and the ability to prioritize competing tasks in a fast-paced environment.</li></ul></li><li>
Leadership:<ul><li>
Demonstrated leadership ability to drive projects and initiatives within cross-functional teams.</li></ul></li><li>
Adaptability:<ul><li>
Agility and flexibility to manage changing priorities and the capability to work under tight deadlines</li></ul></li></ul>
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our Rewards
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
Salary Range
$78,200-$97,750
The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.
EEO Statement
Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability Statement
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.</div></div>

Financial Analyst

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