Apex Fintech Solutions
Overview
Senior FP&A Analyst The Senior FP&A Analyst will support the build-out of the Apex FP&A team and our efforts to increase automation of management reporting, advance cost management focus, and implement efficiencies in the budgeting and monthly reporting cycles. The FP&A Analyst will have the opportunity to learn the details behind Apex's business and gain cross-functional exposure and interaction with company leadership. Apex is a rapidly growing Fintech firm with a need for ongoing financial analysis and process improvement. This role plays a critical role in delivering on the Firm's objectives.
Duties / Responsibilities
Collaborate with team members and business leaders to prepare monthly and quarterly reporting packages that drive business decisions
Monitor and analyze monthly financial results. Identify relevant trends and key drivers of budget variances
Prepare, control and explain monthly key performance indicator (KPI) metrics
Maintain and improve expense by vendor reporting with a focus on automation to reduce manual efforts and increase cost transparency which drive business decisions
Deliver analytical management reporting, including ad-hoc requests, to provide the organization with a deeper understanding of changes in financial results
Own FP&A responsibilities associated with headcount reporting and data control
Support team in developing annual budgets and forecasts which will drive timely decision making; create and maintain budgeting templates
Prepare and maintain revenue models for forward-looking revenue forecasts which inform company leadership of notable trends
Evaluate and improve manual reporting processes by supporting the implementation of new and existing technology solutions
Actively cross-train to provide back-up coverage for all team members
Analyze large data sets to summarize for management reporting, determine results, or reveal trends
Assist in the development and enhancement of internal cost allocation methodologies
Continuously improve and automate financial management processes and analytical tools needed to deliver reporting and budgeting
Actively participate in firmwide and departmental projects and initiatives
Education and / or Experience
Bachelor's degree in Accounting, Finance, Business or related field (or equivalent work experience) required
5+ years of professional experience, preferably in a similar role for a clearing or investment firm, proprietary trading firm, or financial services
Experience with data visualization and business intelligence (BI) tools preferred
NetSuite Planning & Budgeting and NetSuite ERP experience a plus
Public accounting background a plus
Required Skills / Abilities
Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multitask
Excellent communication (verbal and written) skills and the ability to communicate constructively within the department and firm
Proficient in Microsoft 365 suite (e.g. Excel, PowerPoint, Word, and Outlook)
Strong analytical skills to solve problems
Ability to work independently as well as in a team environment
Ability to work with numerous and conflicting deadlines
Ability to perform tasks with speed and accuracy
Desire to take ownership of projects and ideas
Work Environment
This job operates in a hybrid office environment 3 days per week.
Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
Salary Range
$88,000-$110,000
The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.
EEO Statement 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.
Disability Statement 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.
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Senior FP&A Analyst The Senior FP&A Analyst will support the build-out of the Apex FP&A team and our efforts to increase automation of management reporting, advance cost management focus, and implement efficiencies in the budgeting and monthly reporting cycles. The FP&A Analyst will have the opportunity to learn the details behind Apex's business and gain cross-functional exposure and interaction with company leadership. Apex is a rapidly growing Fintech firm with a need for ongoing financial analysis and process improvement. This role plays a critical role in delivering on the Firm's objectives.
Duties / Responsibilities
Collaborate with team members and business leaders to prepare monthly and quarterly reporting packages that drive business decisions
Monitor and analyze monthly financial results. Identify relevant trends and key drivers of budget variances
Prepare, control and explain monthly key performance indicator (KPI) metrics
Maintain and improve expense by vendor reporting with a focus on automation to reduce manual efforts and increase cost transparency which drive business decisions
Deliver analytical management reporting, including ad-hoc requests, to provide the organization with a deeper understanding of changes in financial results
Own FP&A responsibilities associated with headcount reporting and data control
Support team in developing annual budgets and forecasts which will drive timely decision making; create and maintain budgeting templates
Prepare and maintain revenue models for forward-looking revenue forecasts which inform company leadership of notable trends
Evaluate and improve manual reporting processes by supporting the implementation of new and existing technology solutions
Actively cross-train to provide back-up coverage for all team members
Analyze large data sets to summarize for management reporting, determine results, or reveal trends
Assist in the development and enhancement of internal cost allocation methodologies
Continuously improve and automate financial management processes and analytical tools needed to deliver reporting and budgeting
Actively participate in firmwide and departmental projects and initiatives
Education and / or Experience
Bachelor's degree in Accounting, Finance, Business or related field (or equivalent work experience) required
5+ years of professional experience, preferably in a similar role for a clearing or investment firm, proprietary trading firm, or financial services
Experience with data visualization and business intelligence (BI) tools preferred
NetSuite Planning & Budgeting and NetSuite ERP experience a plus
Public accounting background a plus
Required Skills / Abilities
Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multitask
Excellent communication (verbal and written) skills and the ability to communicate constructively within the department and firm
Proficient in Microsoft 365 suite (e.g. Excel, PowerPoint, Word, and Outlook)
Strong analytical skills to solve problems
Ability to work independently as well as in a team environment
Ability to work with numerous and conflicting deadlines
Ability to perform tasks with speed and accuracy
Desire to take ownership of projects and ideas
Work Environment
This job operates in a hybrid office environment 3 days per week.
Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
Salary Range
$88,000-$110,000
The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.
EEO Statement 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.
Disability Statement 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.
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