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About the Role
As a Senior Business Analyst on the Tax and Cost Basis Client Integration Operations team, you will analyze business needs, identify process efficiencies, and drive successful client onboarding. You will act as a liaison between external and internal stakeholders, technical teams, and clients, focusing on data quality and process optimization. This hands-on role requires technical expertise, industry knowledge, and customer-facing skills to ensure seamless system operations and deliver solutions aligned with client and organizational goals.
Responsibilities
- Evaluate and document client requirements for tax and cost basis onboarding.
- Design and implement effective workflows for client integration and reporting.
- Serve as the primary liaison between clients, operations, technology, and product partners.
- Analyze incoming client data for accuracy, completeness, and adherence to standards.
- Propose and implement automated solutions to improve data quality and reduce manual intervention.
- Build and maintain data visualizations and dashboards to monitor data health and onboarding progress.
- Partner with cross-functional teams to identify onboarding process gaps and deliver recommendations.
- Develop and maintain detailed process documentation for consistency and scalability.
- Lead automation efforts to streamline onboarding workflows and reduce manual effort.
- Communicate onboarding progress, challenges, and trends to senior management with actionable recommendations.
- Provide insights on client behavior, data usage, and performance metrics.
- Conduct post-onboarding reviews to identify gaps and refine processes.
Requirements
- 3–5+ years of experience in cost basis and tax reporting operations.
- Familiarity with cost basis/tax reporting back-office systems and client integration or similar roles in financial services.
- Working knowledge of Linux and Bash/Shell scripting.
- Proficiency in SQL/PSQL.
- Experience using data to solve complex business challenges.
- Project management experience, with a track record of delivering large-scale projects on time and within budget.
- Experience managing projects involving multiple stakeholders and complex systems.
- Comfortable engaging with clients across all levels, from analysts to CEOs.
- Familiarity with APIs and how they enable data exchange between systems (a plus).
- Working knowledge of AI tools (e.g., Claude) for business solutioning.
- Strong analytical and problem-solving skills.
- Detail-oriented and highly organized, with the ability to manage multiple priorities.
- Demonstrated ability to collaborate across functions and communicate effectively with both technical and non-technical audiences.
- Strong interpersonal skills, with a focus on relationship-building and influencing outcomes.
Skills
- Cost basis and tax reporting operations
- Client integration
- Financial services
- Linux
- Bash/Shell scripting
- SQL/PSQL
- Data analysis
- Project management
- API familiarity
- AI tools
- Analytical skills
- Problem-solving skills
- Collaboration
- Communication
- Interpersonal skills
- Relationship-building
Location
- Austin
- Dallas
- Chicago
- New York
- Portland
- Belfast
- Manila
Work Type
- Hybrid
- Full-time
Experience Level
- Senior
- 3-5+ years
Salary/Compensations
- $103,680-$129,600
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.