Senior Accounts Payable Specialist

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, and Belfast. 

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

The Senior Accounts Payable Specialist on the Apex Fintech Solutions accounting team is responsible for handling invoice processing and vendor account analyst for the firm. This role interacts with several Apex teams, including General Ledger Accounting, Treasury, Operations, Compliance, and Technology. 

The ideal candidate must be a critical thinker, analytical, energetic, and possess strong attention to detail. Specifically, this individual is expected to focus on various daily tasks and possess the ability to independently solve problems on behalf of themselves and other team members. 

Duties/Responsibilities

• Code and enter vendor invoices to the accounts payable system

• Match invoices with purchase orders

• Ensure all payables have proper approvals according to corporate policy

• Review travel & expense reports for accuracy and corporate policy adherence

• Research vendor inquiries and respond to vendors

• Prepare and analyze payment reports for weekly vendor payments

• Assist with other accounting duties and special projects as needed

Education and/or Experience

• High School diploma or GED (or equivalent work experience) required; Associate's degree preferred
• 3+ years of prior work experience in an AP role
• Experience with full cycle AP, month-end close, and account analysis

• Experience using NetSuite accounting system preferred

Required Skills/Abilities

• Intermediate Excel abilities

• Strong analytical ability and perseverance to solve problems with minimal oversight

• Ability to professionally interact with onsite staff and management

• Ability to maintain a high level of accuracy in preparing and entering voucher information

• Must be able to handle multiple tasks within an established timeline

• Must be a team player and capable of working in a fast-paced environment

• Familiarity with 2-way and 3-way matching preferred

• Experience in multi-entity and multi-currency preferred

#accounting #associate #full-time # LI-XX #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.

Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment

We're looking for all kinds of people.

At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.

Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.