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, 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
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 Business Development, Partnerships, Corporate Development, Strategy, Pricing, and Product Marketing.
As a Business Analyst (Revenue Strategy & Analytics) you will be instrumental in analyzing 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.
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.
Duties/Responsibilities
- Reporting and Analysis: Develop regular reports for different departments to assess trends and business performance, identifying opportunities for improvement and supporting 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.
Education and/or Experience
- Bachelor's degree (or equivalent work experience) required; advanced degree preferred. At Apex, we value all backgrounds and perspectives but a proven interest in fintech is essential.
- 2+ years of fintech experience in business analysis, financial analysis, operations, reporting, data analytics, data science, or a related field.
- Experience in business analysis or a similar role, with a track record of manipulating, analyzing, curating, and reporting data.
Required Skills/Abilities
- 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.
- 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.
Work Environment
- This job operates in a hybrid, office environment.
#strategy #associate #full-time #LI-JC1 #APEX
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
$59,200-$74,000
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.
Top Skills
What the Team is Saying
What We Do
Apex is a market-leading, technologically independent software company that provides safe, frictionless digital execution, clearing, and storage for the global universe of investable assets. What drives us is creating independence that produces ownership of the data that is used to build community, increase financial literacy, and eliminate barriers to economic opportunities for the next generation of digital wealth creation.
To do this, our team members live above just doing a job and are those who are building careers. We don’t merely complete tasks at Apex; we have a purpose to be realized. Our colleagues champion why we do what we do.
We each strive to change the world and widen our impact with the breadth and depth of our client base and end investors.
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.
Gallery
.jpg)
Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
