Hybrid Data Analyst — SQL & AI-Driven Tax Data

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

Benefits offered by this job

Healthcare benefits (medical, dental,

Vision care

EAP

401k match

Parental leave

HSA contribution match

Calm app subscription

External learning and tuition-reimurse

Job summary

Apex Fintech Solutions is seeking a Data Analyst within Apex Tax & Cost Basis to analyze data processes, improve workflows, and deliver data-driven insights. You will work with cross-functional teams and help automate reporting and quality checks.

The role requires 1–3 years of data analysis experience, advanced SQL skills, and familiarity with financial services data. A hybrid work model in the United States is offered.

Qualifications

• 1–3 years of experience in data analysis.
• Advanced SQL 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 to address data-related needs.
• Contribute to the development of automated workflows to streamline processes and reduce manual interventions.

Skills

Advanced SQL

Claude AI

Analytical skills

Communication skills

Adaptability

Tools

APIs

Job description

Apex Fintech Solutions is seeking a Data Analyst within Apex Tax & Cost Basis to analyze data processes, improve workflows, and deliver data-driven insights. You will work with cross-functional teams and help automate reporting and quality checks.

The role requires 1–3 years of data analysis experience, advanced SQL skills, and familiarity with financial services data. A hybrid work model in the United States is offered.