Sr. Financial Analyst

Duties: As a Senior Financial Analyst, you will lead and oversee financial analysis, forecasting, and reporting activities, providing strategic insights and recommendations to support executive decision‑making within an organization. Responsibilities: Serves as an analytic resource for assigned systems, products, or business units by providing advanced support Recommends improvements to current procedures, plans, and controls to achieve financial objectives, and assists in implementing recommended enhancements Generates pricing, profitability reports, or other documentation as needed May provide oversight for the work group through knowledge in the area of specialization Management of Rate Card: Update Process to include loading new rate cards, changing existing loads and inactivating expired rate cards Gather data, analyze and produce reports on vendor rate card assignments Improvement of existing and development of new rate card production and management tools Manage rate card mass market updates Provide assistance with monthly new business volume reporting process Analyze rate card and special quote pricing request, utilizing existing pricing tools Complete other assigned task within BC FP&A/Pricing functions on as needed basis Trend reporting preparation Data Analysis - Sources, compiles, and interprets data Performs complex data analysis, effectively communicating and directing analysis output Reporting - Produces reports based on data analysis, company trends, and financial processes Conveys patterns, problems, and areas of improvement Conducts other internal reporting projects as needed May develop process enhancements based on reporting Operational Support - Provides advanced support to management, associates, and other key groups via analysis output and financial expertise Directs information and process updates across systems Serves as an analytics resource to wider organization or business units, offering guidance and participating in strategic initiatives May prepare documentation, presentations, or other materials for business purposes Financial Support - Tracks performance across assigned systems, products, or business units, and identifies issues limiting potential gains Assists management in implementing recommended changes, and in ensuring compliance Qualifications: Bachelor's Degree and 6 years of experience in Finance or Analytics OR High School Diploma or GED and 10 years of experience in Finance or Analytics Able to explain complex financial modeling analysis to a broad cross functional audience Ability to speak persuasively and with credibility Superior project management, organizational and time management skills Key Responsibilities: Lead capital planning, forecasting, and investment analysis processes. Develop and maintain financial models supporting capital allocation, balance sheet optimization, and long-range planning. Deliver recurring and ad hoc reporting on capital expenditures, balance sheet performance, and key financial metrics. Analyze balance sheet trends, risks, and opportunities, providing actionable recommendations to leadership. Work as a strategic partner as we explore opportunities to reduce our capital expenses within our run the business expenses Support the Total Cost of Labor (TCOL) planning process, including forecasting, reporting, variance analysis, and scenario modeling. Identify opportunities to improve financial processes, reporting capabilities, and analytical insights. Partner within FP&A team to prepare executive-level presentations and communicate financial results, risks, and recommendations to senior leadership. EEO Employer Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. 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 ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico. 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. Everforth Apex Services is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at View email address on click.appcast.io or View phone number on click.appcast.io. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered. UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems. #J-18808-Ljbffr