Revenue Strategy Analyst

PEAK6; Austin (TX); Hybrid; USD 78,200 - 97,750; Full time

Benefits offered by this job

Healthcare benefits

PTO

401k match

Parental leave

HSA contribution

Calm app subscription

Tuition reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions seeks a Revenue Strategy Analyst to impact financial and growth goals across Deal Desk, Strategic Finance, Partnerships, Strategy, and Product Marketing. You’ll analyze data streams and provide reporting, insights, and recommendations to guide decision-making.

You’ll collaborate with Sales, Corporate Development, Pricing, and Product Marketing to implement data-driven strategies, ensuring accuracy and driving growth in a hybrid work model.

Qualifications

• Bachelor’s degree or higher in any field is welcomed; a proven interest in FinTech is essential.
• Minimum of two years’ experience in business analysis, financial analysis, operations, reporting, data analytics, data science, or a related field.
• Proven experience in business analysis or a similar role, with a track record of manipulating, analyzing, curating, and reporting data.
• Strong analytical skills, attention to detail and accuracy, ability to collect, organize, analyze, and disseminate significant amounts of information.
• Proven ability to manage multiple projects simultaneously and meet tight deadlines.
• Experience working in financial services, fintech, and/or brokerage is a plus.
• Advanced proficiency in spreadsheet applications (e.g., Excel); business intelligence (e.g., Looker, Tableau, PowerBI) or CRM/CPQ (e.g., Salesforce, Hubspot, Dealhub) software is a plus.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to work collaboratively in a team‑oriented environment.

Responsibilities

• Develop regular reports for different departments to assess trends, business performance, and identify opportunities for improvement.
• Work closely with teams in Sales, Partnerships, Corporate Development, Strategy, Pricing, and Product Marketing to implement data‑driven strategies.
• Utilize analytical techniques to address complex business problems, interpret data, and provide actionable insights.
• Communicate findings and recommendations to senior management and cross‑functional teams to shape company strategies and objectives.
• Ensure accuracy and consistency across all data and reports, implementing best practices in data management and usage.
• Proactively seek opportunities to enhance the analytical capabilities of the department, including incorporating new data sources and analytical tools.

Skills

Strong analytical skills

Excellent verbal and written沟通 skills

Advanced proficiency in spreadsheet

Experience with BI tools (Looker,Table

Education

Bachelor’s degree or higher in any field

Tools

Looker

Tableau

PowerBI

Salesforce

Hubspot

Dealhub

Job description

WHO WE AREApex 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.

ABOUT THIS ROLE

Join Apex Fintech Solutions, a dynamic and innovative company dedicated to transforming the FinTech and brokerage industry through cutting‑edge solutions and partnerships. We are seeking a versatile Business Analyst to become a pivotal asset across multiple departments, including Deal Desk, Strategic Finance, Business Development, Partnerships, Strategy, and Product Marketing.

Job SummaryAs a Revenue Strategy Analyst, you will contribute to Apex’s financial and growth goals. You’ll analyze diverse data streams to guide strategic planning and enhance operational efficiency across the company, engaging with multiple areas of the business to provide reporting, analysis, and insights that support decision‑making and growth. Your ability to adapt, collaborate, and drive solutions will be crucial to your success.

Key Responsibilities

• Develop regular reports for different departments to assess trends, business performance, and identify opportunities for improvement.
• Work closely with teams in Sales, Partnerships, Corporate Development, Strategy, Pricing, and Product Marketing to implement data‑driven strategies.
• Utilize analytical techniques to address complex business problems, interpret data, and provide actionable insights.
• Communicate findings and recommendations to senior management and cross‑functional teams to shape company strategies and objectives.
• Ensure accuracy and consistency across all data and reports, implementing best practices in data management and usage.
• Proactively seek opportunities to enhance the analytical capabilities of the department, including incorporating new data sources and analytical tools.

Qualifications

• Bachelor’s degree or higher in any field is welcomed; a proven interest in FinTech is essential.
• Minimum of two years’ experience in business analysis, financial analysis, operations, reporting, data analytics, data science, or a related field.
• Proven experience in business analysis or a similar role, with a track record of manipulating, analyzing, curating, and reporting data.
• Strong analytical skills, attention to detail and accuracy, ability to collect, organize, analyze, and disseminate significant amounts of information.
• Proven ability to manage multiple projects simultaneously and meet tight deadlines.
• Experience working in financial services, fintech, and/or brokerage is a plus.
• Advanced proficiency in spreadsheet applications (e.g., Excel); business intelligence (e.g., Looker, Tableau, PowerBI) or CRM/CPQ (e.g., Salesforce, Hubspot, Dealhub) software is a plus.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to work collaboratively in a team‑oriented environment.

Why Join the Revenue Strategy Team at Apex?

You’ll be part of a department and company culture that cherishes innovation, results, and community. We offer competitive salaries, comprehensive benefits, and opportunities for growth and development.

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 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

$78,200 – $97,750. 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. 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.