Overview:
We are seeking a skilled Junior Business Analyst to join our team at Apogee Capital Partners. The Junior business analyst is also responsible for underwriting, financial reporting, and financial analysis under the supervision of the managing partners. The ideal candidate will have expertise in various technologies and methodologies to analyze business operations and make recommendations for improvement; planning, underwriting, and reporting to the managing partners of Apogee Capital Partners. As part of the team the analyst is responsible for underwriting, financial reporting, and financial analysis.
Responsibilities:
- Collaborate with stakeholders to understand business needs and objectives
- Conduct data analysis using Excel, Python, R and other tools to extract insights
- Develop reports and dashboards using custom software and excel.
- Assist with planning and executing the annual financial budget, including balance sheet, income statement, cash flow statement, as well as all quarterly financial forecasting activities for each
- Will work with our third party auditors to maintain compliance under the terms of our agreement.
- Provide management with weekly, monthly and quarterly financial reports that ultimately are shared with board members or financial institutions.
- Assist with short-term and long-term cash forecasting models
- Build and refine forecasting models and tools with a 1-5-year horizon
- Prepare quarterly presentation materials and supporting models and data requests
- Perform business analysis for stakeholders as needed
- Support management information system technologies, including in-house software and data storage along with lead process improvement projects that result in enhanced internal and external reporting and forecasting.
Qualifications:
- Bachelor's degree in Business Administration, Finance, Accounting, Computer Science, or related field
- Deep understanding of accounting financials
- Some proven experience in business analysis and data interpretation
- Proficiency in Excel for data querying and manipulation
Nice-to-have Skills:
- Experience with server maintenance tasks
- Familiarity with additional programming languages like Python
- Knowledge of data visualization tools beyond Tableau and Power BI
Join us as a Junior Business Analyst to contribute your expertise in analyzing business processes and driving meaningful insights through data analysis.
Job Type: Full-time
Pay: $56,010.68 - $88,745.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
Compensation package:
- Bonus opportunities
- Yearly pay
Experience level:
- 10 years
- 11+ years
- 1 year
- 2 years
- 3 years
- 4 years
- 5 years
- 6 years
- 7 years
- 8 years
- 9 years
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Microsoft Excel: 4 years (Preferred)
Ability to Commute:
- West Lake Hills, TX 78746 (Preferred)
Ability to Relocate:
- West Lake Hills, TX 78746: Relocate before starting work (Required)
Work Location: In person