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 Revenue Strategy Analyst (Deal Desk), you will be instrumental in crafting and analyzing client contracts and financial forecasts to guide strategic pricing decisions and to enhance pricing and quoting operations across the company. You will engage with multiple areas of the business, providing reporting, analysis, and insights that support data-driven decision-making and business growth. Your ability to be creative, collaborate, and drive projects forward will be crucial to your success.
Duties/Responsibilities
Financial Modeling: Support the development of creative pricing arrangements, financial models, and budgets to align with firm revenue and profitability initiatives and strategic goals.
Proposal Creation: Assist in responding various requests for proposals specific to pricing strategies; understand profitability drivers and leverage to then prepare pricing quotes and contractual proposals.
Insight Presentation: Monitor and evaluate pricing performance metrics and provide actionable recommendations for improvement.
DealHub Management: Lead the management and administration of DealHub, our CPQ (configure, price, quote) tool; support long-term product enhancements for addition of new products, pricing schemas, and business lines.
Data Integrity: Ensure accuracy and consistency across all data and reports, specifically pipeline revenue reporting and expected opportunity sizing; implementing best practices in data management and usage.
Continuous Improvement: Proactively seek opportunities to optimize pricing strategies for both Apex and our clients; collaboration across procurement and partnerships to drive enhanced unit economics with key vendors.
Cross-functional Collaboration: Develop effective relationships with key stakeholders across the firm.
Education and/or Experience
Bachelor’s degree or higher in any field is welcomed - must have a proven background in financial modeling. At Apex, we value all backgrounds and perspectives, but the ability to demonstrate and speak to your interest in FinTech is essential.
2+ years experience in business analysis, financial analysis, operations, reporting, data analytics, data science, or a related field.
Proven 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) or CPQ (i.e. Dealhub) software is expected.
Excellent verbal and written communication skills.
Strong interpersonal skills with the ability to work collaboratively in a team-oriented environment.
Work Envrionment
This job operates in a hybrid, office environment 3 days per week.
#finance #associate #full-time #LI-XX1 #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.
What the Team is Saying
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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.
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Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
