Manager, Financial Systems

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
As Manager, Financial Systems you will play a pivotal role in overseeing and optimizing the financial systems that drive our organization's fiscal operations. Your primary responsibility will be to ensure the seamless integration and functionality of various financial software applications, databases, and reporting tools. By leveraging your expertise in financial systems, you will contribute to the efficiency, accuracy, and compliance of our financial processes.
Duties/Responsibilities:

• Manage an application support team for ERP systems users throughout the organization and work with ERP systems users and management to determine appropriate system configuration and setup
• Analyze existing systems and processes with a goal of process improvement and implementation of best practices
• Analyze and troubleshoot ERP system interface issues
• Lead and manage projects for the finance team and be the liaison with our tech department and external consultants
• Lead testing new releases of ERP systems prior to use in a production environment
• Manage new systems integrations (banks, T&E, clearing firms, etc)
• Drive process improvements and automation by researching and testing new solutions
• Own all systems administration across finance
• Create documentation and procedures guidelines for ERP systems users
• Assist in year-end audits with a focus on systems
• Work with FP&A on building reports and dashboards for business leaders
• End to end management of customizations, including scoping, requirement gathering, solution, architecting, development, testing and deployment

Education and/or Experience:

• Bachelor's degree in Finance, Accounting, Information Technology, or a related field required.
• 10+ years of experience in finance systems and data analysis
• 6+ years of experience with NetSuite and/or Workday ERP
• 2+ years of management experience

Required Skills/Abilities:

• Strong understanding order-to-cash / procure-to-pay / record-to-report.
• Aptitude for identifying and implementing systems-related solutions
• Experience with ETL tools like Celigo
• Familiar with SuiteScript (Client Scripts, UserEven, MapReduce) Suitelet, REST experience plus.

Work Environment:

• This job operates in an office environment.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
#finanace #mid-senior #full-time #LI-JC1 #APEX
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.
Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment
At Apex, we embrace diversity and are dedicated to creating an inclusive and equitable workplace. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.
Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.