Revenue Strategy 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

About Us

Join Apex Fintech Solutions a dynamic and innovative company dedicated to transforming the FinTech and brokerage industry landscape through cutting-edge solutions and partnerships. We are seeking a versatile Business Analyst to become a pivotal asset across multiple departments including Deal Desk Strategic Finance Business Development Partnerships Strategy and Product Marketing.

Job Summary

As a Revenue Strategy Analyst you will be instrumental in contributing to Apex’s lofty financial and growth goals and have the opportunity to analyze diverse data streams to guide strategic planning and enhance operational efficiency across the company. You will engage with multiple areas of the business providing reporting analysis and insights that support decision-making and business growth. Your ability to adapt collaborate and drive solutions will be crucial to your success. 
  

Key Responsibilities-  

• Reporting and Analysis: Develop regular reports for different departments to assess trends and business performance identify opportunities for improvement and support strategic decisions. 

• Cross-functional Collaboration: Work closely with teams in Sales Partnerships Corporate Development Strategy Pricing and Product Marketing to implement data-driven strategies. 

• Problem Solving: Utilize analytical techniques to address complex business problems interpreting data and providing actionable insights. 

• Insight Presentation: Communicate findings and recommendations to senior management and cross-functional teams to shape company strategies and objectives. 

• Data Integrity: Ensure accuracy and consistency across all data and reports implementing best practices in data management and usage. 

• Continuous Improvement: Proactively seek opportunities to enhance the analytical capabilities of the department including incorporating new data sources and analytical tools. 

Qualifications

• Bachelor’s degree or higher in any field is welcomed. At Apex we value all backgrounds and perspectives but a proven interest in FinTech is essential.
• Minimum of two years' experience in business analysis financial analysis operations reporting data analytics data science or a related field.
• Proven experience in business analysis or a similar role with a track record of manipulating analyzing curating and reporting data.
• Strong analytical skills with the ability to collect organize analyze and disseminate significant amounts of information with attention to detail and accuracy. 
• Proven ability to manage multiple projects simultaneously and meet tight deadlines.
• Experience working in financial services fintech and/or brokerage is a plus.
• Advanced proficiency in spreadsheet applications (i.e. Excel); business intelligence (e.g. Looker Tableau PowerBI) or CRM/CPQ (e.g. Salesforce Hubspot Dealhub) software is a plus.  
• Excellent verbal and written communication skills. 
• Strong interpersonal skills with the ability to work collaboratively in a team-oriented environment. 

Why Join the Revenue Strategy Team at Apex?  

You’ll be part of a department and company culture that cherishes innovation results and community. We offer competitive salaries comprehensive benefits and opportunities for growth and development. If you are ready to contribute to a visionary team and lead change within some of the most exciting fintech markets today we would love to receive your application. 

​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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