Data Analyst (Tax & Cost Basis)

peak6group; New York (NY); Hybrid; USD 66,000 - 83,000; Full time

Benefits offered by this job

Healthcare benefits

401k match

Parental leave

HSA contribution match

Calm app subscription

Tuition reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions is seeking a Data Analyst within Apex Tax & Cost Basis to analyze data processes, solve complex problems, document procedures, ensure data quality, and contribute to workflow automation. You will play a key role in improving efficiency and delivering data-driven insights.

You will work with cross-functional teams to develop solutions, evaluate data flows, and implement measures that support business decisions and performance reporting.

Qualifications

• 1-3 years of experience in data analysis.
• Advanced SQL skills.
• Exceptional analytical skills.
• Detail-oriented problem solver.
• Ability to adapt in a rapidly changing environment.
• Strong interpersonal and communication skills.
• Understanding of the financial services industry, particularly cost basis and tax reporting.
• Experience with APIs and Claude AI is a plus.

Responsibilities

• Utilize advanced SQL and Claude AI skills to support the Tax & Cost Basis Operation teams.
• Evaluate data flows to identify areas for improvement and assist in the development and implementation of solutions.
• Ensure that solutions align with business needs and requirements.
• Analyze data trends and prepare reports with actionable recommendations for management.
• Develop, maintain, and enhance reporting to measure performance and support business decisions.
• Conduct software and data quality testing, ensuring end-to-end processes achieve the desired outcomes.
• Update and implement written procedures for operational tasks.
• Collaborate with cross-functional teams (Product, Operations, and Development) to address data-related needs.
• Contribute to the development of automated workflows to streamline processes and reduce manual interventions.

Skills

Advanced SQL

Claude AI

APIs

Data analysis

Analytical thinking

Communication skills

Tools

Claude AI Tools

Job description

WHO WE ARE

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. Here are just a few of the many awards we've recently received:

• 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

ABOUT THIS ROLE

As a Data Analyst within Apex Tax & Cost Basis, you will be responsible for analyzing data processes, solving complex problems, documenting procedures, ensuring data quality, and contributing to the improvement and automation of workflows. You will play a critical role in enhancing the team's efficiency and delivering data-driven insights.

Responsibilities

• Utilize advanced SQL and Claude AI skills to support the Tax & Cost Basis Operation teams.
• Evaluate data flows to identify areas for improvement and assist in the development and implementation of solutions.
• Ensure that solutions align with business needs and requirements.
• Analyze data trends and prepare reports with actionable recommendations for management.
• Develop, maintain, and enhance reporting to measure performance and support business decisions.
• Conduct software and data quality testing, ensuring end-to-end processes achieve the desired outcomes.
• Update and implement written procedures for operational tasks.
• Collaborate with cross-functional teams (Product, Operations, and Development) to address data-related needs.
• Contribute to the development of automated workflows to streamline processes and reduce manual interventions.

Experience and Attributes

• 1-3 years of experience in data analysis.
• Advanced SQL skills.
• Exceptional analytical skills.
• Detail-oriented problem solver.
• Ability to adapt on-the-fly in a rapidly changing environment.
• Strong interpersonal and communication skills.
• Continuous improvement mindset, with the ability to think outside the box.
• Understanding of the financial services industry, particularly cost basis and tax reporting.
• Experience with APIs and Claude AI is a plus.

#operations #associate #full-time #LI-MJ1 #APEX

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

• healthcare benefits (medical, dental and vision, EAP)
• competitive PTO
• 401k match
• parential leave
• HSA contribution match
• paid subscription to the Calm app
• generous external learning and tuition reimbursement benefits
• 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

$66,000-$82,500

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 qualif