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(more about Peak6 Investment)
Senior FP&A Analyst
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and WeBull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Los Angeles, Portland, and Belfast.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:
- 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
- 2021 Most Innovative Companies - presented by Fast Company
- 2021 Best API & Best Trading Technology - presented by Global Fintech Awards
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 Senior 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.
We’re looking for someone who:
- Is passionate. You have a genuine passion for people and developing relationships
- Is motivated. You’re driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same
- Is collaborative. You’re excited to work with others throughout the organization to help foster a superior workplace and culture
- Wants to make an impact. You’re looking to do amazing work. You’re all about helping employees be happier at work and perform at a superior level
- Operates with integrity. You always conduct yourself with honesty and operate ethically. You say what you mean, and mean what you say
A few reasons why you might love us:
- We’re a leader in the space. We’ve got an amazing track record of success and we foster ongoing innovation. So, you get all the benefits of a proven, growing company, while enjoying a very entrepreneurial culture.
- The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are. You’ll be managed by the best, too.
- Your work will be immediately impactful. You’ll be able to see your direct impact on our department. You won’t be just another cog in the wheel.
Duties and 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
- 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
- Work with 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
The skills you’ll need to succeed:
Required
- Bachelor of Science degree Accounting, Finance or related field
- Minimum 5 years of professional experience, preferably in a similar role for a clearing or investment firm, or proprietary trading firm
- Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multi-task
- Proficient in Excel, PowerPoint and Word
- Strong analytical skills to solve problems
- The ability to work independently as well as in a team environment
- Excellent communication (verbal and written) skills and the ability to communicate constructively within the department and firm
- The ability to work with numerous and conflicting deadlines
- The ability to perform tasks with speed and accuracy
- Desire to take ownership of projects and ideas
- Proficiency in Microsoft Excel, PowerPoint and Google Suite
Preferred
- Adaptive Insights and NetSuite experience a plus
- Financial modelling skills with Excel
- Public accounting background a plus
- Experience with data visualization and business intelligence (BI) tools
- Experience in financial services industry
Special Requirements:
- This opportunity operates in an office environment 12+ days per month
- This opportunity operates in a fast-paced rapidly changing environment and may require overtime