Senior Manager, Operations and Consolidations

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.

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 Built In

Wealth Tech of the Year

2025 - Presented by US Fin Tech Awards

The World’s Top 250 Fintech Companies

2024 - Presented by CNBC

About This Role



Job Summary :


The Senior Manager, Operations & Consolidations leads the team responsible for the company s consolidation close process, intercompany eliminations and allocations, and the financial systems that support them. This role owns the monthly and quarterly close calendar end to end, drives automation and AI-enabled process improvement across Finance Operations, and serves as the primary point of contact for ad hoc requests from stakeholders across the company.

The ideal candidate is a hands-on leader who is equal parts people manager, process owner, and technical subject-matter expert on the company s consolidation and ERP (Net Suite) environment.



Key Responsibilities :

• Team Leadership:
  Manage the Financial Systems & Operations team (Lead IT Systems Engineer and Operations Analyst), setting priorities and reviewing work product.
• Consolidation Close:
  Own the consolidation close process end to end, including intercompany eliminations and the allocation process across all legal entities.
• Close Governance:
  Lead close meetings across Finance and identify opportunities to streamline, accelerate, and de-risk the close.
• Flo Qast Ownership:
  Serve as the team s Flo Qast leader, driving adoption of the platform across the close and reconciliation process and continuously identifying opportunities to automate tasks, strengthen controls, and shorten the close timeline.
• AI Champion:
  Identify, evaluate, and implement AI and automation tools to reduce manual effort in close, consolidation, and flux/variance reporting workflows.
• Stakeholder Support:
  Act as the go-to resource for ad hoc requests across Finance stakeholders (FP&A, Controllership, Tax, external auditors, and business-unit finance leads).
• Net Suite Champion:
  Partner with IT and the Lead IT Systems Engineer on system configuration, enhancements, and issue resolution; serve as the primary liaison between Finance and Net Suite administrators.
• Cross-Functional Alignment:
  Liaise with other Finance teams (FP&A, Controllership, Tax, Treasury) to keep consolidation and close processes aligned with broader finance and reporting timelines.
• Quarterly Analytics:
  Own the quarterly analytics…