Finance Business 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.

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

Apex Fintech Solutions is seeking an experienced Finance Business Analyst to join our Finance group. You will play a crucial role in bridging the gap between finance, technology, and the business to develop and deliver data-driven recommendations to optimize the organization.

You will be responsible for evaluating business processes, uncovering areas for improvement, and developing and implementing solutions.

Your role also involves leading financial valuation of business proposals, coordinating firm-wide initiatives, supporting due diligence requests of acquisition activity, and identifying advancements to automate and modernize systems.

This is an exciting opportunity to put your mark on a growing fintech firm.

Duties / Responsibilities

• Process Optimization : Collaborate with key stakeholders to identify opportunities for streamlining financial processes and enhancing operational efficiency across accounting, financial planning & analysis, procurement, and other related functions.
• Project Management : Lead cross-functional projects to implement process improvements, automation initiatives, and system enhancements, ensuring projects are completed on time and within budget.
• Financial Modeling : Develop and maintain financial models to support strategic initiatives, investment decisions, and business planning processes.
• M&A Support : Provide financial analysis and support for merger and acquisition activities, including due diligence, integration planning, and synergy analysis.
• Data Analysis : Conduct data analysis to identify key performance metrics, track process performance, and measure the impact of process improvements on business outcomes.
• Reporting and Documentation : Prepare documentation, standard operating procedures (SOPs), and training materials for newly implemented processes, ensuring knowledge transfer and sustainability.

Education and / or Experience

Bachelor's degree in Finance, Accounting, Business Administration, or related field. Master's degree or relevant professional certification (e.

g., CPA, CFA, PMP, Six Sigma) is a plus.

• 3+ years experience as financial or business analyst
• Proven experience in business process improvement, project management, or related roles within finance or related functions
• Experience in financial services industry a plus

Required Skills / Abilities

• An analytical mind, willing to continually dig deeper on everything put in front of you
• Ability to quantify benefits and risks to support business case proposals
• Ability to think strategically and solve problems
• Excellent informal and formal written, verbal, and presentation communication skills
• Outstanding planning, organizational, and time management skills
• Strong track record of independent work and leadership ability

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 required of the employee for this job.

Duties, responsibilities, and activities may change at any time with or without notice.

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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

We're looking for all kinds of people.

At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life.

Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission.

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.

Know your rights : workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.