Senior Financial Analyst

Apex Fintech Solutions • $88K — $110K *

Chicago, IL 60629Hybrid

Finance & Insurance

5 - 7 years of experience

1 month ago

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Job Overview by Ladders

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or related field.
5-8 years of experience in FP&A, corporate finance, or a similar analytical role.
Advanced Excel and strong financial modeling skills.
Excellent communication and presentation abilities.
Preferred: Experience with ERP tools like NetSuite and Adaptive Insights; familiarity with SQL, Python, Tableau, or Power BI; background in insurance or financial services.

Responsibilities

Independently manage the full FP&A function, including budgeting, forecasting, and financial reporting.
Lead financial reporting processes to deliver actionable insights on business performance.
Develop financial models and tools that link operational performance to financial outcomes.
Partner with leadership for strategic planning and assessing capital allocation.
Analyze risks, trends, and opportunities in revenue and operational performance data.

Benefits

Comprehensive medical, dental, and vision plans; flexible spending account options.
401K match to support retirement savings.
Generous work-life balance with personal days, PTO, 12 paid holidays, and volunteer service days.
Short and long-term disability coverage and mental health employee support programs.
Opportunities for tuition reimbursement and a matching charitable gift program.

Full Job Description

As a Senior Financial Analyst, you will independently own and manage the full cycle of FP&A activities from start to finish, including budgeting, forecasting, financial reporting, variance analysis, and financial modeling. This role is responsible for connecting business performance to financial outcomes by providing data-driven analysis and insights that support operational and strategic decision-making. You will partner with cross-functional teams to evaluate initiatives, monitor financial performance, and identify opportunities to improve reporting, efficiency, and profitability.

Key Responsibilities
FP&A Ownership & Financial Strategy

Independently own and manage the full FP&A function from start to finish, including budgeting, forecasting, financial reporting, variance analysis, and long-range planning.
Lead monthly, quarterly, and annual financial reporting processes, delivering actionable insights on business performance, trends, and operational drivers.
Develop and maintain financial models, dashboards, and forecasting tools that connect operational performance to financial outcomes.
Partner with leadership to support strategic planning, capital allocation, profitability improvement, and business decision-making.
Build ROI analyses and evaluate the financial impact of new initiatives, investments, and growth opportunities.

Financial Analysis, Modeling & Risk Management

Analyze revenue, expense, and operational performance data to identify risks, trends, and opportunities for improvement.
Develop scenario, sensitivity, and "what-if" models to evaluate assumptions, forecast outcomes, and assess business risk.
Quantify the financial impact of sales performance, market conditions, operating costs, and strategic initiatives.
Deliver concise reporting packages, dashboards, and executive-level presentations to support informed decision-making.
Proactively identify financial gaps, performance issues, and operational inefficiencies, while recommending data-driven solutions.

Process Improvement & Cross-Functional Leadership

Drive continuous improvement initiatives across FP&A processes, including automation, reporting efficiency, and scalability.
Own optimization and ongoing enhancement of financial systems and planning tools, including NetSuite and Adaptive Insights.
Identify process gaps and implement improvements that strengthen reporting accuracy, workflow efficiency, and financial visibility.
Serve as a strategic business partner to Sales, Marketing, Operations, and Technology teams by providing financial guidance, ad hoc analysis, and performance insights.
Independently manage priorities, reporting deliverables, and cross-functional initiatives with minimal oversight.

Qualifications

Required

Bachelor's degree in Finance, Accounting, Economics, or related field.
5-8 years of experience in FP&A, corporate finance, or a similar analytical role.
Advanced Excel and strong financial modeling skills.
Excellent communication and presentation abilities.

Preferred

Experience with ERP or planning tools (NetSuite, Adaptive Insights).
Familiarity with SQL, Python, Tableau, or Power BI.
Background in insurance or financial services.

Our Total Rewards.

Medical, Dental, Vision, Life, Pet; Flexible Spending Account

Competitive Salaries

401K Match

Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave

Short and Long-Term Disability

Employee Support Programs, Including Mental Health

Tuition Reimbursement

Matching Charitable Gift Program

Lucrative Referral Program

This position is not able to be performed in California, Colorado, New York or Washington.

Base Salary Range:
$88,000-$110,000

About Apex Fintech Solutions

Apex Fintech Solutions is the “fintech for fintechs” powering innovation and the future of digital wealth management.

Apex Fintech Solutions Careers

There has never been a better time to join the global team of Apex Fintech Solutions, a leader in the financial technology sector. Apex Fintech Solutions stands as a beacon of innovation and leadership in the fintech industry.

Work You’ll Do

Join Apex Fintech Solutions' market-leading team to assist some of the most dynamic companies in mastering their financial technology needs. Transform the fintech landscape with Apex Fintech Solutions, where the convergence of technology, industry expertise, and digital innovation happens. Lead from a unique position in the marketplace, leveraging deep industry knowledge and cutting-edge technology to drive digital transformation. Work with a global team of business and technology advisors to help clients navigate through complex financial landscapes. Collaborate with a dedicated group of professionals, all focused on advancing fintech solutions.

Apex Fintech Solutions Employment Opportunities

The team is actively building a robust workforce to guide and support some of the most well-known companies in their fintech applications and systems.

Innovative Work

Join a group of dedicated experts at Apex Fintech Solutions, where innovation meets practical application in the fintech sector.

Drive Innovation

Deliver targeted solutions through a depth and breadth of consulting experience and innovation that’s second to none.

Be Part of a Great Team

Engage with a wide-ranging technology stack and harness the capabilities of a team renowned for its commitment to technology and client success.

Future-proof Your Career

Advance your career with Apex Fintech Solutions, where opportunities for growth are bolstered by comprehensive training, development, and certification support.

Explore

Discover how Apex Fintech Solutions is leading the charge in transforming financial services through technology and innovation.

The Apex Fintech Solutions Edge

With a commitment to diversity, leadership, and professional growth, Apex Fintech Solutions provides a culture that fosters innovation and values each member of the team. Clients globally turn to Apex Fintech Solutions for strategic insights and solutions that drive growth and efficiency in the digital era.

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Learn more about Apex Fintech Solutions

Size

501 employees

Industry

Finance & Insurance

* Ladders Estimates

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