Hybrid Data Analyst: Tax & Cost Basis Insights

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

Benefits offered by this job

Healthcare benefits

401k match

Parental leave

HSA contribution match

Hybrid work schedule

Calm app subscription

Job summary

Apex Fintech Solutions is seeking a Data Analyst within Apex Tax & Cost Basis to analyze data processes, document procedures, ensure data quality, and automate workflows. You will drive data-driven insights and support continuous improvement across tax-related data operations.

The role emphasizes collaboration with Product, Operations, and Development teams, leveraging SQL, Claude AI, and API integrations to optimize data flows and reporting. Hybrid work is available in the New York area.

Qualifications

• 1–3 years of experience in data analysis.
• Advanced SQL skills.
• Exceptional analytical skills.
• Detail-oriented problem solver.
• Ability to adapt on-the-fly in a rapidly changing environment.
• Strong interpersonal and communication skills.
• Continuous improvement mindset, with the ability to think outside the box.
• 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 (Product, Operations, and Development) to address data-related needs.
• Contribute to the development of automated workflows to streamline processes and reduce manual interventions.

Skills

Advanced SQL

Claude AI

APIs

Data analysis

Job description

Apex Fintech Solutions is seeking a Data Analyst within Apex Tax & Cost Basis to analyze data processes, document procedures, ensure data quality, and automate workflows. You will drive data-driven insights and support continuous improvement across tax-related data operations.

The role emphasizes collaboration with Product, Operations, and Development teams, leveraging SQL, Claude AI, and API integrations to optimize data flows and reporting. Hybrid work is available in the New York area.