Financial Analyst: Strategic Modeling & Data Insights

APEX Fintech Services; Chicago (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Healthcare benefits (medical, dental,

Job summary

Apex Fintech Solutions is seeking a Financial Analyst to optimize financial processes and drive performance. You will build assumption-based models, analyze trends, and partner with cross-functional teams to implement accurate, efficient financial solutions.

The ideal candidate has 1–3 years in financial analysis, strong modeling and budgeting skills, and proficiency with ERP systems like Oracle NetSuite or SAP, plus advanced Excel capabilities.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 1–3 years of experience in financial analysis, business analysis, or related field.
• Proven experience with financial modeling, budgeting, and expense management.
• Experience leveraging AI tools (preferred).

Responsibilities

• Develop complex financial models for budgeting, forecasting, and long-term planning.
• Analyze financial data and performance to recommend profit improvements.
• Prepare detailed reports and dashboards for management.
• Collaborate with cross-functional teams to translate requirements into system needs.

Skills

Analytical skills

Communication

Problem solving

Leadership

Adaptability

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

Master's Degree in Finance or MBA

Tools

Oracle NetSuite

SAP ERP

Excel (Pivot tables, VLOOKUP, Macros)

Job description

Apex Fintech Solutions is seeking a Financial Analyst to optimize financial processes and drive performance. You will build assumption-based models, analyze trends, and partner with cross-functional teams to implement accurate, efficient financial solutions.

The ideal candidate has 1–3 years in financial analysis, strong modeling and budgeting skills, and proficiency with ERP systems like Oracle NetSuite or SAP, plus advanced Excel capabilities.