FP&A 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

The FP&A Analyst will support the build-out of the Apex FP&A team and our efforts to increase automation of management reporting advance cost management focus and implement efficiencies in the budgeting and monthly reporting cycles.  The FP&A Analyst will primarily support the technology organization and have the opportunity to learn the details behind Apex’s business and gain cross-functional exposure and interaction with company leadership. Apex is a rapidly growing Fintech firm with a need for ongoing financial analysis and process improvement.  This role plays a critical role in delivering on the Firm’s objectives.

Duties/ Responsibilities

• Collaborate with team members and business leaders to prepare monthly and quarterly reporting packages that drive business decisions

• Assist with monitoring and analyze monthly financial results. Identify relevant trends and key drivers of budget variances

• Prepare control and explain monthly key performance indicator (KPI) metrics

• Maintain and improve expense tracking for vendor and headcount reporting with a focus on automation to reduce manual efforts and increase cost transparency which drive business decisions

• Deliver analytical management reporting including ad-hoc requests to provide the organization with a deeper understanding of changes in financial results

• Participate in FP&A responsibilities associated with headcount reporting and data control

• Support team in developing annual budgets and forecasts which will drive timely decision making; create and maintain budgeting templates

• Prepare and maintain revenue models for forward-looking revenue forecasts which inform company leadership of notable trends

• Evaluate and improve manual reporting processes by supporting the implementation of new and existing technology solutions.

• Clean and analyze large data sets to summarize for management reporting determine results or reveal trends

• Assist in the development and enhancement of internal cost allocation methodologies

• Continuously improve and automate financial management processes and analytical tools needed to deliver reporting and budgeting

• Actively participate in firmwide and departmental projects and initiatives

Education and/or Experience

• Bachelor's degree in Accounting Finance Business or related field (or equivalent work experience) required

• 2+ years of professional experience preferably in a similar role for a clearing or investment firm proprietary trading firm or financial services

• Experience with data visualization and business intelligence (BI) tools preferred

• NetSuite Planning & Budgeting and NetSuite ERP experience a plus

• Public accounting background a plus

Required Skills/Abilities

• Excellent attention to detail an exceptionally high degree of initiative and adaptability and the ability to multitask

• Excellent communication (verbal and written) skills and the ability to communicate constructively within the department and firm

• Proficient in Microsoft 365 suite (e.g. Excel PowerPoint Word and Outlook)

• Strong skills in Excel and/or visualization tools

• Strong analytical skills to solve problems

• Ability to work independently as well as in a team environment

• Ability to work with numerous and conflicting deadlines

• Ability to perform tasks with speed and accuracy

• Desire to take ownership of projects and ideas

Work Environment

• This job operates in a hybrid office environment 3 days per week.

#finance #associate #full-time #LI-LN #APEX

​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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