Senior Business Analyst

Apex Fintech Solutions; New York (NY); Hybrid; USD 104,000 - 130,000; Full time

Benefits offered by this job

Healthcare benefits

Competitive PTO

401k match

Parental leave

HSA contribution match

Calm app subscription

Tuition reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions is seeking a Senior Business Analyst in New York to lead onboarding studies for tax and cost basis client integrations. You will bridge clients, operations, technology, and product teams to optimize data quality and onboarding workflows.

The role blends hands-on technical work with stakeholder-facing leadership, supporting cross-functional initiatives and driving scalable process improvements in a hybrid work environment.

Qualifications

• 3–5+ years of cost basis and tax reporting operations experience.
• Familiar with cost basis/tax back-office systems and client integration.
• Project management experience with multiple stakeholders and complex systems.

Responsibilities

• Client onboarding analysis and support: document requirements and design workflows.
• Data assessment: verify data accuracy and drive quality improvements.
• Process optimization: identify gaps and deliver actionable recommendations.
• Automation: lead end-to-end onboarding automation efforts.
• Stakeholder reporting: communicate progress and provide data-driven insights.

Skills

Cost basis reporting

Tax reporting

Linux

Shell scripting

SQL/PSQL

APIs

AI tools

Stakeholder management

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
• Strong interpersonal skills, with a focus on relationship-building and influencing outcomes

#businessanalyst #mid-senior #fulltime #LI-MJ1 #APEX

_Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice._

Our Rewards

• healthcare benefits (medical, dental and vision, EAP)
• competitive PTO
• 401k match
• parental leave
• HSA contribution match
• paid subscription to the Calm app
• 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

$103,680-$129,600

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. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals 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.