Senior Business Analyst

peak6group; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Apex Fintech Solutions, a leading fintech provider, is seeking a Senior Business Analyst in the U.S. to drive onboarding and optimize tax and cost basis processes for client integrations.

This hands-on role requires collaborating with clients, operations, technology, and product teams to ensure data accuracy and scalable solutions, while delivering timely, data-driven insights to leadership.

Qualifications

• 3-5+ years of experience in cost basis and tax reporting operations.
• Familiarity with cost basis/tax reporting back-office systems and client integration or similar roles in financial services.
• Proficiency in Linux, Bash/Shell scripting, and SQL/PSQL.
• Project management experience delivering large-scale projects with multiple stakeholders.
• Familiarity with APIs and data exchange between systems; experience with AI tools (e.g., Claude) is a plus.

Responsibilities

• Onboard clients and document requirements for tax and cost basis onboarding.
• Design and implement workflows to support seamless client integration and reporting.
• Serve as primary liaison between clients, operations, technology, and product partners during onboarding.
• Analyze incoming client data for accuracy and adherence to tax and cost basis standards; propose automated improvements.
• Lead automation to streamline end-to-end onboarding and reduce manual effort.

Skills

Cost basis reporting

Tax reporting

Linux

Bash/Shell

SQL/PSQL

APIs

AI tools

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

As a Senior Business Analyst within Apex's Tax and Cost Basis Client Integration Operations team, you will play a key role in onboarding clients by analyzing business needs, identifying process efficiencies, and driving successful implementations. You will serve as the bridge between external and internal stakeholders, technical teams, and clients - with a focus on data quality and process optimization.

This is a versatile, hands-on role: you'll draw on technical expertise and industry knowledge while maintaining a customer-facing presence with stakeholders ranging from analysts to C-suite executives. Through a combination of technical acumen, strategic communication, and project management, you'll help ensure seamless system operations and deliver solutions that align with both client and organizational goals.

Responsibilities

• Client Onboarding Analysis and Support
  • Evaluate and document client requirements for tax and cost basis onboarding, ensuring alignment with business needs
  • Design and implement effective workflows to support seamless client integration and reporting
  • Serve as the primary liaison between clients, operations, technology, and product partners throughout onboarding engagements
• Data Assessment and Quality Management
  • Analyze incoming client data for accuracy, completeness, and adherence to tax and cost basis standards
  • Propose and implement automated solutions to improve data quality and reduce manual intervention
  • Build and maintain data visualizations and dashboards to monitor data health and onboarding progress
• Process Optimization and Solutions Development
  • Partner with cross-functional teams to identify gaps in onboarding processes and deliver actionable recommendations
  • Develop and maintain detailed process documentation to support consistency and scalability
  • Lead automation efforts to streamline end-to-end onboarding workflows and reduce manual effort for clients and internal teams
• Stakeholder Communication and Reporting
  • Communicate onboarding progress, challenges, and trends to senior management, with clear, actionable recommendations
  • Provide insights on client behavior, data usage, and performance metrics to improve onboarding outcomes
  • Conduct post-onboarding reviews to identify gaps and continuously refine processes

Qualifications and Attributes

• Experience & Skills
  • 3-5+ years of experience in cost basis and tax reporting operations, including familiarity with cost basis/tax reporting back-office systems and client integration or similar roles in financial services
  • Working knowledge of Linux and Bash/Shell scripting, with proficiency in SQL/PSQL
  • Experience using data to solve complex business challenges
  • Project management experience, with a track record of delivering large-scale projects on time and within budge, experience managing projects involving multiple stakeholders and complex systems, comfortable engaging with clients across all levels, from analysts to CEOs
  • Familiarity with APIs and how they enable data exchange between systems (a plus)
  • Working knowledge of AI tools (e.g., Claude) for business solutioning
• Core Competencies
  • Strong analytical and problem-solving skills, with a strategic, big-picture mindset
  • Detail-oriented and highly organized, with the ability to manage multiple priorities
  • Demonstrated ability to collaborate across functions and communicate effectively with both technical and non-technical audiences
  • Str