Senior Financial Analyst – Planning & Insights (Hybrid)

Apex Systems; Fremont (CA); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

401K with company match

Employee Equity/ESPP

Health Savings Account (HSA)

Career coaching and training

Job summary

Everforth Apex is a world-class IT services company delivering solutions to thousands of clients globally. The firm emphasizes innovation, collaboration, and continuous learning, offering training, certifications, and a comprehensive benefits package.

We value executive-ready reporting and proactive risk identification across financial processes. The role sits in Fremont, CA (Hybrid) and centers on planning, forecasting, and delivering clear financial insights for senior leadership.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics; MBA or CPA preferred.
• Strong financial modeling and analytics experience.
• Proficiency with SAP BW/BO Planning and related financial systems.

Responsibilities

• Support annual planning, quarterly forecasting, and long-range planning processes.
• Prepare executive-ready financial reports and presentations with variance analyses.
• Enhance reporting tools, dashboards, and data models for accuracy and insight.
• Deliver timely, accurate reports to assist senior leadership decisions.
• Coordinate with accounting and audit teams to support close and audits.

Skills

Financial systems expertise

SAP BW Planning

Excel and PowerPoint

Financial modeling

Analytical communication

Education

Bachelor’s degree in Finance, Accounting, Economics

MBA or CPA preferred

Tools

SAP

BW

Business Objects Planning

Job description

Everforth Apex is a world-class IT services company delivering solutions to thousands of clients globally. The firm emphasizes innovation, collaboration, and continuous learning, offering training, certifications, and a comprehensive benefits package.

We value executive-ready reporting and proactive risk identification across financial processes. The role sits in Fremont, CA (Hybrid) and centers on planning, forecasting, and delivering clear financial insights for senior leadership.