Financial Analyst

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.

• 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

Job Summary:

The Financial Analyst is a pivotal role in our finance department, optimizing financial processes and systems to drive business performance. This position is responsible for examining financial data, identifying trends, and providing insights that guide strategic decisions. The successful candidate will collaborate with cross‑functional teams to understand business needs, develop assumption‑based financial models, and implement solutions that improve financial efficiency and accuracy.

• Develop complex financial models to support strategic initiatives, including budgeting, forecasting, and long-term planning.
• Analyze current and past financial data and performance to make recommendations on profit enhancement.

• Identify inefficiencies in financial processes and develop solutions to enhance business operations and reporting accuracy.
• Implement best practices in financial systems and controls, ensuring compliance with regulations.

• Prepare detailed financial reports and dashboards for management, highlighting trends, forecasts, and financial performance.
• Enhance data collection procedures to include information that is relevant for conveying a succinct, comprehensive financial message.

• Work closely with management to prioritize business and information needs and translate business requirements into system requirements.
• Act as the liaison between finance, operations, and technology departments to enhance systems and interfaces.

• Lead and participate in projects that enhance the capability of the finance function, managing timelines, scope, and project risks.

• Bachelor's degree in Finance, Economics, Accounting, or related field.
• 1-3 years of experience in financial analysis, business analysis, or a related field.
• Proven experience with financial modeling, budgeting, and expense management.

• Master's Degree in Finance or Business Administration.
• Experience leveraging AI tools (particularly Claude) for innovation, automation, and enhanced financial analysis
• Strong proficiency in financial software systems like Oracle Net Suite, SAP, or similar ERP systems.
• Advanced skills in MS Excel, including pivot tables,…