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:
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2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
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2021 Most Innovative Companies - presented by Fast Company
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2021 Best API & Best Trading Technology - presented by Global Fintech Awards
ABOUT THIS ROLE
We are looking for a seasoned Senior 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 Senior 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.
The Expertise and Skills You Bring:
- Must have hands on experience building dashboards and/or data models using Google Looker.
- Bachelor’s degree (or equivalent related experience)
- 4+ years professional experience in Data/Business Analyst roles
- Finance industry experience (preferably FinTech)
- Must have 4+ years SQL knowledge and hands-on experience with transactional and relational databases to assemble and analyze complex data from multiple sources
- Demonstrated ability to research and analyze raw data to identify data-related issues and provide solutions to improve data quality
- Nice to have proficiency in at least one other data visualization tool such as Sisense, Tableau, Sigma, or PowerBI
- Proven 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
- Ability to develop credibility and build partnerships with key contacts across the organization to facilitate efficiency, knowledge sharing, and opportunities for cross collaboration
- Demonstrable capacity for problem-solving, including thorough analysis and solution development
Key Duties & Responsibilities:
- Use 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
#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.
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.
Top Skills
What the Team is Saying
What We Do
Apex is a market-leading, technologically independent software company that provides safe, frictionless digital execution, clearing, and storage for the global universe of investable assets. What drives us is creating independence that produces ownership of the data that is used to build community, increase financial literacy, and eliminate barriers to economic opportunities for the next generation of digital wealth creation.
To do this, our team members live above just doing a job and are those who are building careers. We don’t merely complete tasks at Apex; we have a purpose to be realized. Our colleagues champion why we do what we do.
We each strive to change the world and widen our impact with the breadth and depth of our client base and end investors.
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.
