WHO WE ARE
Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.
At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest.
When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.
Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex.
We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received:
Best Places to Work
2026, 2025, 2024, 2023 - Presented by BuiltIn
WealthTech of the Year
2025 - Presented by US FinTech Awards
The World’s Top 250 Fintech Companies
2024 - Presented by CNBC
ABOUT THIS ROLE
We are seeking a versatile, detail-oriented Procurement Operations Analyst who will play a key role in our procurement process, financial reconciliation, and ensuring compliance with company policies. This role combines analytical skills, attention to detail, and strong organizational abilities to manage purchase operations, vendor relationships, and credit card reconciliations. The successful candidate will help streamline procurement workflows, enhance financial tracking, and collaborate with key stakeholders across multiple departments, all under the guidance of senior team members.
Duties/Responsibilities
Manage, monitor, and process purchase requests in the Procurement platform, ensuring accurate and complete submissions.
Review and reconcile credit card transactions with corresponding receipts, ensuring proper documentation and audit compliance.
Collaborate with the Accounts Payable team to ensure seamless invoice processing, vendor payments, and financial alignment.
Oversee multiple active purchase requests, following up on delayed tasks and ensuring SLA (Service Level Agreement) compliance.
Ensure compliance with company policies for purchases and contracts across various business functions.
Finalize credit card reconciliations before financial close, maintaining a clear and accurate audit trail for all transactions.
Work closely with stakeholders to collect and verify missing purchase receipts or documentation and resolve discrepancies.
Generate reports on spending trends, supplier performance, and identifying potential cost savings opportunities.
Promote financial discipline by aligning purchasing and reconciliation activities with organizational strategic and financial goals.
Education and/or Experience
Bachelor’s degree in Accounting, Finance, or a related field (or equivalent work experience) required.
3+ years of experience in procurement or finance.
Experience using NetSuite accounting system preferred, but not required
Required Skills Abilities
Strong organizational and time management skills, with the ability to manage multiple priorities effectively.
Exceptional attention to detail and ability to track and manage numerous transactions simultaneously.
Financial acumen and critical thinking skills to solve problems efficiently and ensure accurate financial tracking.
Proficiency in ERP, Procurement tools, and accounting software, along with proficiency in Google Workspace and Microsoft 365.
Good communication skills to interact with internal stakeholders and suppliers.
Proactive and highly organized approach to achieving deadlines associated with procurement and financial cycles.
Analytical mindset and basic understanding of procurement principles and compliance requirements.
Ability to work independently and as part of a team.
Work Environment
This job operates in a remote environment.
This job operates overnight, Manila local time (Monday - Friday US Central Time from 9 AM to 5 PM CT).
#finance #associate #full-time #LI-JO1 #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.
Top Skills
What the Team is Saying
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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