Financial Analyst

APEX Fintech Services; Chicago (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Healthcare benefits (medical, dental,

Job summary

Apex Fintech Solutions is seeking a Financial Analyst to optimize financial processes and drive performance. You will build assumption-based models, analyze trends, and partner with cross-functional teams to implement accurate, efficient financial solutions.

The ideal candidate has 1–3 years in financial analysis, strong modeling and budgeting skills, and proficiency with ERP systems like Oracle NetSuite or SAP, plus advanced Excel capabilities.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 1–3 years of experience in financial analysis, business analysis, or related field.
• Proven experience with financial modeling, budgeting, and expense management.
• Experience leveraging AI tools (preferred).

Responsibilities

• Develop complex financial models for budgeting, forecasting, and long-term planning.
• Analyze financial data and performance to recommend profit improvements.
• Prepare detailed reports and dashboards for management.
• Collaborate with cross-functional teams to translate requirements into system needs.

Skills

Analytical skills

Communication

Problem solving

Leadership

Adaptability

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

Master's Degree in Finance or MBA

Tools

Oracle NetSuite

SAP ERP

Excel (Pivot tables, 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.

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

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

We offer a robust package of employee perks and benefits

• healthcare benefits (medical, dental and vision, EAP)
• competitive PTO
• 401k