Financial Analyst

APEX Fintech Services LLC; Chicago (IL); Hybrid; USD 81,000 - 101,000; Full time

Benefits offered by this job

Healthcare benefits (medical, dental,

Vision, EAP

PTO

401k match

Parental leave

HSA contribution

Calm app subscription

Tuition reimbursement

Job summary

Apex Fintech Solutions in Chicago is seeking a Financial Analyst to optimize financial processes, build assumption-based models, and drive business performance through data-driven insights. This role collaborates with cross-functional teams to improve accuracy and efficiency across the finance function.

You will support budgeting and forecasting, deliver dashboards, and ensure compliant, clear financial reporting for stakeholders in a hybrid work environment.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 1–3 years in financial analysis, business analysis, or related field.
• Experience with financial modeling, budgeting, and expense management.

Responsibilities

• Develop complex financial models to support budgeting and forecasting.
• Identify inefficiencies and improve financial processes and controls.
• Prepare detailed reports and dashboards for management.
• Collaborate with finance, operations, and technology teams on system requirements.
• Lead and participate in finance projects with timelines and risks.

Skills

Analytical

Communication

Problem-solving

Leadership

Adaptability

Education

Bachelor's degree in Finance or related

Master's degree preferred

Tools

Oracle NetSuite

SAP

MS Excel (Pivot, VLOOKUP, Macros)

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

Job Summary: The Financial Analyst is a pivotal role in our finance department, optimizing financial processes and systems to drive business performance. This position is responsible for examining financial data, identifying trends, and providing insights that guide strategic decisions. The successful candidate will collaborate with cross-functional teams to understand business needs, develop assumption-based financial models, and implement solutions that improve financial efficiency and accuracy.

Key Responsibilities

• Financial Modeling and Analysis: Develop complex financial models to support strategic initiatives, including budgeting, forecasting, and long-term planning. Analyze current and past financial data and performance to make recommendations on profit enhancement.
• Process Improvement: Identify inefficiencies in financial processes and develop solutions to enhance business operations and reporting accuracy. Implement best practices in financial systems and controls, ensuring compliance with regulations.
• Reporting and Data Visualization: Prepare detailed financial reports and dashboards for management, highlighting trends, forecasts, and financial performance. Enhance data collection procedures to include information that is relevant for conveying a succinct, comprehensive financial message.
• Stakeholder Engagement: Work closely with management to prioritize business and information needs and translate business requirements into system requirements. Act as the liaison between finance, operations, and technology departments to enhance systems and interfaces.
• Project Management: Lead and participate in projects that enhance the capability of the finance function, managing timelines, scope, and project risks.

Education and Experience

Bachelor’s degree in Finance, Economics, Accounting, or related field. 1-3 years of experience in financial analysis, business analysis, or a related field. Proven experience with financial modeling, budgeting, and expense management.

Preferred Qualifications

• Master's Degree in Finance or Business Administration.
• Experience leveraging AI tools (particularly Claude) for innovation, automation, and enhanced financial analysis.
• Strong proficiency in financial software systems like Oracle NetSuite, SAP, or similar ERP systems.
• Advanced skills in MS Excel, including pivot tables, v-lookups, and macros.

Knowledge, Skills, and Abilities

• Analytical Skills: Exceptional analytical and quantitative skills, with a strong attention to detail.
• Communication: Excellent verbal and written communication skills, capable of conveying complex information in an understandable manner.
• Problem-Solving: Strong problem-solving skills and the ability to prioritize competing tasks in a fast-paced environment.
• Leadership: Demonstrated leadership ability to drive projects and initiatives within cross-functional teams.
• Adaptability: Agility and flexibility to manage changing priorities and the capability to work under tight deadlines.

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

$80,546-$100,683 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. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Company Culture

At Apex, we stand for efficiency and transparency. In every office, you’ll find passionate, committed, dedicated teams driven to find smart solutions to solve our clients’ toughest challenges. We are passionate about our employees, providing the benefits and perks that elevate you, reward you, and help you give back. We provide great flexibility, a collaborative, open work space, and real potential to grow with the firm.