Billing Analyst

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that 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, among 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.

The Billing Analyst will work within the Billing Operations team and will be responsible for handling client month-end billing tasks and will also serve as a key liaison between Product Management, Engineering, and the Billing Operations team. The Billing Analyst will play a critical role in ensuring accurate client month-end billing, supporting month-end activities, and identifying opportunities to automate and improve manual processes.

This role interacts with several other Apex teams as well, including Accounting, Treasury, Client Service, Operations, Compliance, and Technology. In addition to ensuring the successful monthly billing of clients the individual in this role will also assist with requirements gathering for new billing features and enhancements and will work with the Product Management team to ensure new billing features and enhancements are properly validated and QA tested.

The Billing team plays a critical role in the firm ensuring clients are accurately charged per their contract, which is key to a positive and lasting impression of our firm and is an essential part of properly tracking revenues for the firm as we continue to grow. The Billing Analyst must be a critical thinker, analytical, energetic, and possess a strong attention to detail.

This individual is expected to function in a fast-paced environment, communicate well, and meet deadlines associated with the month-end process.

• Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
• Actively participate in firmwide and departmental projects and initiatives, including implementation of new billing system.
• Elicit, capture and document business and functional requirements to enable manual billing tasks to be converted to automated tasks by collaborating with the Project Management and Engineering teams.
• Identify and implement process improvements, suggesting changes to streamline operations, improve workflows and controls, minimize risk, reduce manual interventions, and reduce inefficiencies where needed.
• Complete billing set-up of new clients based on specified terms detailed in signed contracts and ensure proper billing rate setup.
• Prepare journal entries and monthly reconciliations for assigned general ledger accounts and proactively communicate daily status and elevate issues as needed.
• Assist with quarterly and annual audit requests as needed.
• Liaise with other operational teams as well as Client Service teams to resolve any outstanding billing issues and ensure accuracy and timely payments.
• Actively cross-train to provide back-up coverage for all team members.

• Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent work experience) required.
• 2+ years of experience in business analysis or a related field,…