Talent.com
Strategic Operations & Business Analyst (Global Services Divison)

Strategic Operations & Business Analyst (Global Services Divison)

Apex Fintech SolutionsDallas, TX, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Strategic Business Analyst (Global Services Division)

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

Apex Fintech Solutions is seeking a motivated and analytical Strategic Business Analyst (Global Services Division) to join our growing team. This role is integral to identifying opportunities to optimize operational processes, implementing strategic frameworks, and ensuring the organization remains compliant with industry regulations. The ideal candidate will possess strong problem-solving skills with a focus on strategy-driven initiatives and risk mitigation. This position requires the ability to coordinate projects across departments while fostering compliance, efficiency, and operational excellence.

Duties / Responsibilities

  • Analyze current operations to identify inefficiencies, assess risk factors, and develop actionable strategies for process improvement.
  • Collaborate with subject matter experts across the organization to design and implement strategies that enhance workflows, increase productivity, and ensure compliance with regulatory requirements.
  • Coordinate cross-departmental projects to ensure milestones and goals are achieved within established timelines and in adherence to regulations.
  • Develop high-level operational improvement plans, integrating risk management and compliance measures, and support departments in refining processes to align with these changes.
  • Emphasize strategic planning, metrics generation, operational analysis, and risk management to promote efficiency, scalability, and regulatory adherence.
  • Education and / or Experience

  • 2+ years of experience in operational analysis, strategy development, or similar roles in financial services, fintech, or broker-dealer firms.
  • Experience in identifying risks, recommending mitigation measures, and driving process improvements.
  • Required Skills / Abilities

  • Ability to communicate and assist in coordinating the implementation of strategic initiatives while addressing risk factors and regulatory requirements.
  • Strong attention to detail with the ability to manage multiple priorities in a dynamic environment.
  • Strong skills in strategy development, strategic analysis, and solution-oriented decision-making.
  • Foundational understanding of risk mitigation and compliance principles.
  • Basic proficiency in project coordination, with the ability to prioritize and facilitate multi-departmental efforts to achieve operational goals.
  • Knowledge of operations, workflows, and the regulatory landscape within custody and clearing firms (preferable).
  • Work Environment

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

    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.

    serp_jobs.job_alerts.create_a_job

    Operation Analyst • Dallas, TX, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Senior Product Operations Analyst

    Senior Product Operations Analyst

    VirtualVocationsCarrollton, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Product Operations Analyst, Remote.Key Responsibilities Empower strategic decision-making through business analysis and cross-functional collaboration Lead oper...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Strategy & Operations Associate

    Strategy & Operations Associate

    VirtualVocationsGrand Prairie, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for an Associate, Strategy & Operations, Trust & Safety.Key Responsibilities Utilize and analyze complex data to make strategic recommendations for Trust team goals in Intern...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Strategy and Operations Analyst

    Strategy and Operations Analyst

    VirtualVocationsIrving, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Strategy and Operations Analyst.Key Responsibilities Build and maintain dashboards and KPI reporting to evaluate business performance and provide actionable insights Q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Revenue Operations Analyst

    Revenue Operations Analyst

    VirtualVocationsCarrollton, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Revenue Operations Analyst to maintain the accuracy and reliability of sales and finance data. Key Responsibilities Maintain HubSpot pipeline by ensuring opportunities a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Michigan Operations Specialist

    Michigan Operations Specialist

    VirtualVocationsGrand Prairie, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for an Operations Specialist to support project delivery and data management.Key Responsibilities Manage program data and conduct analysis Assist Program Manager with utilit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Revenue Operations Lead

    Revenue Operations Lead

    VirtualVocationsCarrollton, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Revenue Operations Lead to optimize systems and processes for their go-to-market engine.Key Responsibilities Own and optimize the go-to-market tech stack, including CRM...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Lead Sales Operations Analyst

    Lead Sales Operations Analyst

    VirtualVocationsPlano, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lead Sales Operations Analyst to provide analytics and optimize sales processes within the Sales Strategy & Operations Team. Key Responsibilities Manage the sales compen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Operations Analyst

    Operations Analyst

    VirtualVocationsArlington, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for an Operations Analyst to implement and manage system reconciliation services for clients.Key Responsibilities Extracts and compiles financial data to produce reconciliati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Business Analyst, Operations

    Senior Business Analyst, Operations

    AmTrust FinancialDallas, TX, United States
    serp_jobs.job_card.full_time
    Senior Business Analyst, Operations.US-TX-Dallas | US-OH-Cleveland | US-GA-Alpharetta.AmTrust Financial, a fast growing P&C Insurance company is looking for a Sr. Business Analyst supporting the Sal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    VP Sales Strategy Operations

    VP Sales Strategy Operations

    VirtualVocationsGrand Prairie, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a VP of Sales Strategy & Operations to drive sales strategy and operational effectiveness.Key Responsibilities Collaborate with Sales leadership to develop go-to-market s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Senior Sales Operations Analyst

    Senior Sales Operations Analyst

    VirtualVocationsGrand Prairie, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Sales Operations and Strategy Analyst.Key Responsibilities Design and manage lifecycle management processes and systems for renewal sales cycles Convert product...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President of Field Operations

    Vice President of Field Operations

    VirtualVocationsPlano, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Vice President of Field Operations - Latin America & Caribbean.Key Responsibilities Set and monitor financial, operational, and guest experience targets for hotels and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Senior Revenue Operations Analyst

    Senior Revenue Operations Analyst

    VirtualVocationsArlington, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Sr Revenue Operations Analyst.Key Responsibilities Support the organization in managing data integrity Collaborate with sales users to verify data inputs and troublesh...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Associate, Business Operations

    Senior Associate, Business Operations

    VirtualVocationsArlington, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Associate, Business Operations.Key Responsibilities Partner with marketing, product, and business development teams to integrate customer performance insights in...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Business Analyst II

    Business Analyst II

    VirtualVocationsPlano, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Business Analyst II-CRA Reporting.Key Responsibilities Design and maintain Tableau dashboards for CRA lending, investment, and service activity monitoring Support prep...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Field Operations Specialist

    Field Operations Specialist

    RAPPDallas, TX, United States
    serp_jobs.job_card.full_time
    RAPP is looking for Field Operations Specialists to join our award-winning Account Leadership team.We are RAPP - world leaders in activating growth with precision and empathy at scale.As aglobal, n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Planning Operations Specialist

    Senior Planning Operations Specialist

    VirtualVocationsGrand Prairie, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Planning & Operations Specialist.Key Responsibilities Support financial planning and forecasting for the US R&D teams, including monthly forecasting and annual b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Operations Specialist

    Operations Specialist

    VirtualVocationsArlington, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for an Operations Specialist (Remote).Key Responsibilities Identify opportunities to optimize operational processes and present data-driven recommendations to leadership Dev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Revenue Operations Specialist

    Revenue Operations Specialist

    VirtualVocationsArlington, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Revenue Operations Specialist to oversee key revenue workflows and ensure operational compliance. Key Responsibilities Manage the full lifecycle of API and Excel data, i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Sales Operations Specialist

    Sales Operations Specialist

    VirtualVocationsIrving, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Sales Operations Specialist to support its growing international B2B business.Key Responsibilities Import, organize, and maintain international bulk pipeline prospects ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30