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About the Role

Join Apex Fintech Solutions, a dynamic and innovative company dedicated to transforming the FinTech and brokerage industry landscape through cutting-edge solutions and partnerships. We are seeking a versatile Business Analyst to become a pivotal asset across multiple departments, including Deal Desk, Strategic Finance, Business Development, Partnerships, Strategy, and Product Marketing. As a Revenue Strategy Analyst, you will be instrumental in contributing to Apex’s lofty financial and growth goals and have the opportunity to analyze diverse data streams to guide strategic planning and enhance operational efficiency across the company. You will engage with multiple areas of the business, providing reporting, analysis, and insights that support decision-making and business growth. Your ability to adapt, collaborate, and drive solutions will be crucial to your success.

Responsibilities

Develop regular reports for different departments to assess trends and business performance, identify opportunities for improvement, and support strategic decisions.
Work closely with teams in Sales, Partnerships, Corporate Development, Strategy, Pricing, and Product Marketing to implement data-driven strategies.
Utilize analytical techniques to address complex business problems, interpreting data, and providing actionable insights.
Communicate findings and recommendations to senior management and cross-functional teams to shape company strategies and objectives.
Ensure accuracy and consistency across all data and reports, implementing best practices in data management and usage.
Proactively seek opportunities to enhance the analytical capabilities of the department, including incorporating new data sources and analytical tools.

Requirements

Bachelor’s degree or higher in any field is welcomed.
Proven interest in FinTech is essential.
Minimum of two years' experience in business analysis, financial analysis, operations, reporting, data analytics, data science, or a related field.
Proven experience in business analysis or a similar role, with a track record of manipulating, analyzing, curating, and reporting data.
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
Proven ability to manage multiple projects simultaneously and meet tight deadlines.
Experience working in financial services, fintech, and/or brokerage is a plus.
Advanced proficiency in spreadsheet applications (i.e. Excel).
Business intelligence (e.g., Looker, Tableau, PowerBI) or CRM/CPQ (e.g. Salesforce, Hubspot, Dealhub) software is a plus.
Excellent verbal and written communication skills.
Strong interpersonal skills with the ability to work collaboratively in a team-oriented environment.

Skills

Excel
Looker
Tableau
PowerBI
Salesforce
Hubspot
Dealhub

Location

Austin
Dallas
Chicago
New York
Portland
Belfast
Manila

Work Type

Hybrid

Experience Level

Minimum of two years' experience

Education Level

Bachelor's degree or higher

Salary/Compensations

$78,200-$97,750

Benefits

Healthcare benefits (medical, dental and vision, EAP)
Competitive PTO
401k match
Parental leave
HSA contribution match
Paid subscription to the Calm app
Generous external learning and tuition reimbursement benefits

About the Company

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.
Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn
WealthTech of the Year 2025 - Presented by US FinTech Awards
The World’s Top 250 Fintech Companies 2024 - Presented by CNBC

Equal Opportunity

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic.
Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities.
We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities.
If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form.
We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.