Finance - Corporate Actions II

Apex Systems; Pittsburgh (Allegheny County); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

ESPP

401K

HSA

EAP counseling

Corporate discounts

Certification discounts

Job summary

Everforth Apex seeks a Finance professional to support corporate actions processing within a middle-office environment. You will validate work, guide Level 1 analysts, and ensure accuracy across processes while interacting with clients and stakeholders.

The role emphasizes leadership, quality control, and opportunities to improve workflows. A background in financial services or middle office operations is preferred.

Qualifications

• Bachelor's degree in Finance, Business, or related field preferred.
• Advanced proficiency in Microsoft Office with strong Excel skills required.
• Strong attention to detail and ability to manage increased responsibility.
• Self-motivated with strong organizational and problem-solving skills.
• Excellent communication skills.

Responsibilities

• Corporate Actions Processing: Execute and support voluntary and mandatory corporate actions and dividend processing across financial products.
• Team Support & Leadership: Act as a point of guidance for Level 1 analysts, assisting with questions and workflow direction.
• Client & Stakeholder Communication: Handle more complex inquiries and support client communication as needed.
• Process Improvement: Identify opportunities to improve workflows, efficiency, and accuracy within the team.

Skills

Excel

Attention to detail

Leadership

Communication

Self-motivation

Organizational skills

Problem-solving

Education

Bachelor's Degree in Finance, Business, or related field

Tools

Alteryx

Power BI

Job description

Job#: 3055219

Finance - Corporate Actions II

Overview

• Supports corporate actions processing within a middle office environment, with increased responsibility in review, oversight, and quality control
• Plays a key role in validating work, supporting junior team members, and ensuring accuracy across processes
• Ideal candidates bring prior financial services or middle office operations experience and are comfortable taking on a more leadership-oriented role within the team

Key Responsibilities

• Corporate Actions Processing: Execute and support voluntary and mandatory corporate actions and dividend processing across financial products
• Team Support & Leadership: Act as a point of guidance for Level 1 analysts, assisting with questions and workflow direction
• Client & Stakeholder Communication: Handle more complex inquiries and support client communication as needed
• Process Improvement: Identify opportunities to improve workflows, efficiency, and accuracy within the team

Qualifications

• Bachelor's Degree (Finance, Business, or related field preferred)
• Advanced proficiency in Microsoft Office (strong Excel skills required)
• Strong attention to detail and ability to manage increased responsibility
• Self-motivated with strong organizational and problem-solving skills
• Excellent communication skills

Preferred Experience

• Experience in financial services or middle office operations
• Prior exposure to corporate actions (preferred but not required)
• Experience reviewing work or mentoring junior team members
• Familiarity with tools such as Alteryx or Power BI

About Everforth Apex

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Benefits

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
• You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Equal Opportunities

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

ADA Accommodations

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare Transparency Machine-Readable Files

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Miscellaneous

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.