Data Analyst

WHO WE ARE
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and WeBull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
• 2021 Most Innovative Companies - presented by Fast Company
• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE
Apex Silver is a leading provider of business and technology solutions for the investment services industry. Our employees apply decades of securities industry and software development experience along with a passion for solving real-world problems. Our strategic partners provide complementary services, software, and market data to enhance our solutions. The Apex Silver team delivers cost-effective brokerage operations, cost basis reporting, tax reporting and wealth management solutions for our clients. We are seeking highly motivated professionals to join our cost basis and tax reporting operations team.
As a Data Analyst at Silver you are responsible for solving problems, performing detailed requirements analysis, documenting processes and performing some software and data quality testing. To succeed in the role you should have a natural analytical way of thinking and be able to explain difficult concepts to non-technical users.
Responsibilities:

• Evaluating data flow and capture, anticipating requirements, uncovering areas for improvement, developing and implementing solutions
• Ensuring solutions meet business needs and requirements
• Communicate results and trends to management with recommendations for change
• Performing software and data quality testing
• Understanding the full end to end process and desired outcome
• Updating, implementing, and maintaining procedures
• Create useful data visualizations that help business leaders make decisions
• Monitoring deliverables and ensuring timely completion of projects

Experience and Attributes:

• Minimum 1-3 yrs experience in business analysis or related field
• Exceptional analytical and conceptual thinking skills
• Curious and driven problem solver
• Familiarity with a quickly changing environment and ability to adapt on the fly
• A knack for taking raw data, analyzing, drawing conclusions, and developing actionable recommendations
• Advanced technical skills including SQL, data comparison and analysis
• Tax knowledge desirable
• Desire to dig into problems and collaborate with product owners and developers to solve
• "Roll -up your sleeves and help get the job done" attitude

#operations #associate #full-time #LI-MJ1
OUR REWARDS
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
AFS is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, natural or protective hairstyle, genetics, disability, age, or any other basis forbidden under federal, state, or local law.