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
As a Business Systems Analyst, you are responsible for solving problems and answering questions on existing system behavior and system enhancements/fixes for Cost Basis & Tax . You will also create and maintain system specification documents, test plans, and test artifacts. You should be able to work both independently and with teammates, and enjoy digging into reports, data, and files to analyze and solve problems/answer questions. This is an exciting opportunity to put your mark on a growing fintech firm.
Duties/Responsibilities
Analyze user stories, technical design, and business logic
Participate in story estimations and collaborate on approach ideation
Participate in system implementation projects (e.g., requirements documentation, system configuration, test documentation or execution, issue identification, and resolution)
Oversee functional test plans and acceptance criteria
Help sprint teams work more efficiently when battling large system processes or leveraging our homegrown suites
Execute and analyze core system functional tests
Perform analysis and document data mappings for external system integrations
Analyze, triage, and help answer escalated UAT and production issues and questions
Assist with internal training and release elevation
Experience and/or Education
Bachelor's degree in Information System, Computer Science, engineering or business related fields
2+ years of experience as a business systems, product, technical, or data analyst
2+ years of software system development experience, with primary focus in cloud technologies (preferably AWS)
2+ years of experience working in an agile team; familiar with JIRA and regular sprint cycles
FinTech/Accounting (Tax) background is a plus
Experience with SQL, Linux, data comparison and analysis, and API documentation tools
Required Skills/Abilities
Ability to independently analyze complex data-centric issues and communicate possible root causes
Desire to dig into problems and collaborate with product owners, other analysts, and developers to resolve complex system issues
Ability to work with ambiguity in a rapidly changing business environment
Strong interpersonal and written communication skills
Work Environment
This job operates in a hybrid work environment 3 days per week.
#operations #associate #full-time #APEX #LI-MJ1
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.
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 We Do
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.
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
Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.










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