Portfolio Financial/ Data Analyst

Sr Financial Portfolio Analyst

Apex Systems is seeking a Sr Financial Portfolio Analyst to join our Fortune 50 client based out of Orlando, FL. This is a hybrid opportunity requiring just one day per week onsite. We are interested in speaking with prospective candidates as early as this week.

Location: Orlando, FL- Hybrid

Compensation: $75-80/hr

Benefits: Access to health, dental, vision, 401(k)

How to Apply: Please send resume to Sam Wade, Sr. Professional Recruiter with the subject "Sr Financial Portfolio Analyst"

Overview:

We are seeking a Financial Portfolio expert with experience in technical environments. Candidates should have an accounting background to be able to manage P&L, accruals and end of month tasks at a high volume, but should also possess critical thinking skills to support executive's strategies to align with large scale budgeting.

Must-Have Skills:

1. Experience managing the P&L for a VP - need extremely high level of confidence working with executives and managing their multimillion dollar budgets
2. Relative experience at an enterprise level/organization - ideally in a tech environment
3. Strategic thinking
4. Advanced Excel experience - dealing with large reports (EX 100k lines)
5. Must be able to extract info to make compelling recommendations to executives
6. Strong communication skills and ability to work in a team.

Preferred Skills:

1. Project management/ Business Analysis experience
2. Clarity
3. SAP
4. IT experience
5. Power BI

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.