Senior FP&A 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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

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

The Senior 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 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

• Monitor 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 by vendor 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

• Own 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

• Actively cross-train to provide back-up coverage for all team members

• 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

• 5+ 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 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.

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​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.