Financial Analyst

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify automate and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash Betterment SoFi Webull and eToro amongst many others; collectively Apex powers access to the stock market for over 22+ million end customers.  

 At Apex we are changing how the securities industry operates by reinventing the status quo which was manual slow and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. 

When you're at Apex you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin Dallas Chicago New York Portland Belfast and Manila are home to over 1000 employees. 

Together we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit results empathy accountability and teamwork — with Apex. 

We’re proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 

Best Places to Work 

2026 2025 2024 2023 - Presented by BuiltIn 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

Job Summary:

The Financial Analyst is a pivotal role in our finance department optimizing financial processes and systems to drive business performance. This position is responsible for examining financial data identifying trends and providing insights that guide strategic decisions. The successful candidate will collaborate with cross-functional teams to understand business needs develop financial models and implement solutions that improve financial efficiency and accuracy.

Key Responsibilities:

• Financial Modeling and Analysis:

  • Develop complex financial models to support strategic initiatives including budgeting forecasting and long-term planning.

  • Analyze current and past financial data and performance to make recommendations on profit enhancement.

• Process Improvement:

  • Identify inefficiencies in financial processes and develop solutions to enhance business operations and reporting accuracy.

  • Implement best practices in financial systems and controls ensuring compliance with regulations.

• Reporting and Data Visualization:

  • Prepare detailed monthly financial reports and dashboards for senior management highlighting trends forecasts and financial performance.

  • Enhance data collection procedures to include information that is relevant for building analytic systems.

• Stakeholder Engagement:

  • Work closely with management to prioritize business and information needs and translate business requirements into system requirements.

  • Act as the liaison between finance operations and technology departments to enhance systems and interfaces.

• Project Management:

  • Lead and participate in projects that enhance the capability of the finance function managing timelines scope and project risks.

Education and Experience:

• Bachelor’s degree in Finance Economics Accounting or related field.

• 2 years of experience in financial analysis business analysis or a related field.

• Proven experience with financial modeling budgeting and expense management.

Preferred Qualifications:

• Master's Degree in Finance or Business Administration.

• Certification of Competency in Business Analysis™ (CCBA®) or Certified Business Analysis Professional™ (CBAP®) preferred.

• Strong proficiency in financial software systems like Oracle SAP or similar ERP systems.

• Advanced skills in MS Excel including pivot tables v-lookups and macros

Knowledge Skills and Abilities:

• Analytical Skills:

  • Exceptional analytical and quantitative skills with a strong attention to detail.

• Communication:

  • Excellent verbal and written communication skills capable of conveying complex information in an understandable manner.

• Problem-Solving:

  • Strong problem-solving skills and the ability to prioritize competing tasks in a fast-paced environment.

• Leadership:

  • Demonstrated leadership ability to drive projects and initiatives within cross-functional teams.

• Adaptability:

  • Agility and flexibility to manage changing priorities and the capability to work under tight deadlines

​Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.

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.

Salary Range

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge skills experience and office location.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race color religion sex (including pregnancy sexual orientation and gender identity) national origin age disability veteran status marital status or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

What We Do

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch scale and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading wealth management cost basis tax reporting and through its subsidiary Apex Clearing™ custody and clearing. For more information visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.

Why Work With Us

We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves our team and our clients in a position to soar.

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