Data Analyst, Tax & Cost Basis — Hybrid & Impactful

Apex Fintech Solutions LLC; New York, Northern (NY, KY); Hybrid; USD 66,000 - 83,000; Full time

Benefits offered by this job

Healthcare benefits

PTO

401k match

Parental leave

HSA contribution

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, drive improvements, and deliver data-driven insights. You will work across the Tax & Cost Basis teams to enhance data quality, reporting, and automation, supporting faster, more reliable decision-making.

The role emphasizes strong SQL skills, analytical thinking, and collaboration with Product, Operations, and Development in a fast-paced, evolving fintech environment.

Qualifications

• 1-3 years of experience in data analysis.
• Advanced SQL skills required.
• Strong analytical and problem-solving abilities.
• Detail-oriented with a focus on data quality and accuracy.
• Excellent communication and collaboration across teams.
• Understanding of financial services, especially tax reporting and cost basis, is a plus.

Responsibilities

• Analyze data processes and workflows to identify improvements.
• Develop and maintain reporting to measure performance and support decisions.
• Collaborate with Product, Operations, and Development to address data needs.
• Document procedures and update written guidelines.
• Contribute to automated workflows to streamline processes and reduce manual tasks.
• Test software and data quality to ensure end-to-end success.

Skills

Advanced SQL

Analytical skills

Detail-oriented

Interpersonal communication

Adaptability

Financial services knowledge

Tools

Claude AI

Job description

Apex Fintech Solutions is seeking a Data Analyst within Apex Tax & Cost Basis to analyze data processes, drive improvements, and deliver data-driven insights. You will work across the Tax & Cost Basis teams to enhance data quality, reporting, and automation, supporting faster, more reliable decision-making.

The role emphasizes strong SQL skills, analytical thinking, and collaboration with Product, Operations, and Development in a fast-paced, evolving fintech environment.