Data 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, 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

We are looking for a seasoned Data Analyst to design, develop, and maintain robust dashboards, queries and reports that will highlight trends for new and existing KPIs. You will work closely with stakeholders to identify business problems, risks, and opportunities to build scalable solutions for operational, reporting, and analytical data needs. You'll serve as a subject matter expert for data analysis and visualization methods, tools, and best practices while using critical reasoning to understand the needs of stakeholders, gather requirements, and develop new or improved processes individually or by partnering with other engineering teams.  As a Data Analyst at Apex you are free to explore unique solutions and try fresh ideas that will benefit our financial services business or their clients. You’ll collaborate with Apex's sharpest minds to use data to drive business decision making.  Working at Apex means that you’ll always be presented with a variety of new opportunities as you continue to enhance your skills.

If you are passionate about harnessing data that allows the business to make thoughtful decisions, then this role is for you.

Duties/Responsibilities

• Apply analytical reasoning to understand the needs of stakeholders, generate requirements, and develop new or improve existing processes individually or by partnering with engineering teams

• Design, develop, document, test, and maintain dashboards, queries and reports to highlight trends for new and existing KPIs

• Respond to data requests from internal stakeholders by designing, developing, documenting, and validating SQL queries for completeness and accuracy

• Build scalable solutions for operational, reporting, and analytical data needs

• Innovate on new ways to access information and methods for analyzing data

• Identify and interpret trends and patterns in datasets to locate business problems, risks, and opportunities

• Communicate regularly with key stakeholders to ensure the quality of data products

• Continuously gain a deeper understanding of the data to understand downstream effects

Education and/or Experience

• Bachelor’s degree in a technical field (or equivalent related experience) required

• 2+ years professional experience in Data/Business Analyst roles, preferably in financial services

• 2+ years SQL knowledge and hands-on experience with transactional and relational databases to assemble and analyze complex data from multiple sources

• 1+ year of experience with a business intelligence tool such as Looker (strongly preferred), Tableau, Power BI, etc.

Required Skills/Abilities

• Ability to research and analyze raw data to identify data-related issues and provide solutions to improve data quality

• Ability to develop credibility and build partnerships with key contacts across the organization to facilitate efficiency, knowledge sharing, and opportunities for cross collaboration

• Strong interpersonal and communication skills with strong critical thinking and attention to detail

• Strong analytical mind-set with an ability to identify, interpret, and visualize the patterns in datasets to tell the story behind the data

Work Environment

• This job operates in an office environment

#engineering #mid-senior #full-time #LI-SD1 #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.

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.