Accounting Operations Analyst

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

Job Summary:

The Operations Analyst supports the Finance Operations & Consolidations team by managing the quarterly analytics ("FQ") calendar, preparing variance/flux analysis reporting, and assisting with eliminations and allocation journal entries. This role is a strong fit for someone early-to-mid career who wants broad exposure to consolidation accounting, ERP systems, and process-improvement/AI initiatives, working closely with the Senior Manager and the rest of the Financial Systems & Operations team.

Key Responsibilities:

• Calendar Ownership: Own and manage the FQ (quarterly analytics) calendar, including deadlines for monthly flux commentary and quarterly variance analysis submissions.
• Variance Reporting: Prepare and compile variance/flux analysis reporting used in the quarterly analytic review process provided to internal and external auditors.
• Operations Calendar: Implement and maintain a FQ Operations calendar covering all non-close items, including audit requests, regulatory deliverables, and other recurring obligations.
• Systems Projects: Assist with FQ and Net Suite-related projects, including system enhancements, testing, and reporting improvements.
• Flo Qast Support: Support day-to-day use of Flo Qast, including task and reconciliation setup and checklist maintenance, and help identify opportunities to streamline close tasks within the system.
• Journal Entries: Prepare eliminations and allocations journal entries as part of the monthly/quarterly consolidation close.
• Stakeholder Support: Respond to ad hoc requests from Finance leadership, other Finance teams, and auditors.
• AI Champion: Partner with the Senior Manager to identify, test, and help roll out AI and automation tools that reduce manual effort in close, consolidation, and reporting workflows.
• Special Projects: Support AI and efficiency project work and other special projects assigned by the Senior Manager, Operations & Consolidations.

Education and Experience:

• Bachelor's degree in Accounting, Finance, or related field.
• 1-3 years of relevant accounting/finance experience; internship or co-op experience considered for less-experienced candidates.
• Working knowledge of journal entries, intercompany…