Teams at Apex Fintech Solutions

Manage end-to-end onboarding for new clients, serving as their primary contact, gathering documentation, coordinating account setup and data migration, delivering training, and providing initial support. Collect feedback, maintain detailed records, collaborate with sales, service, and technical teams, ensure regulatory compliance, and report on onboarding outcomes and client satisfaction.

Leads the consolidation close process, intercompany eliminations, allocations, close governance, and finance systems supporting them. Manages the Financial Systems & Operations team, owns NetSuite and FloQast processes, drives AI-enabled automation, reviews journal entries, supports technical accounting and audits, and coordinates quarterly variance analysis. Partners with Finance, IT, auditors, and senior stakeholders to improve controls, accelerate close timelines, and maintain audit-ready documentation.

Supports finance operations and consolidation accounting by managing quarterly analytics calendars, preparing variance and flux reporting, and assisting with eliminations and allocation journal entries. The role also supports NetSuite and FloQast systems, audit requests, close-process improvements, reporting enhancements, and AI automation initiatives. Responsibilities include maintaining recurring deadlines, explaining account-level financial detail, responding to stakeholder requests, and assisting with special projects.