Senior Business Analyst: Tax Onboarding and Data Optimization

Apex Fintech Solutions LLC; Austin, Northern (TX, KY); Hybrid; USD 104,000 - 130,000; Full time

Benefits offered by this job

Healthcare benefits

401k match

Parental leave

HSA matching

Calm app subscription

Tuition reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions LLC in the United States is seeking a Senior Business Analyst to join the Tax and Cost Basis Client Integration Operations team. You will analyze client needs, identify process efficiencies, and drive successful onboarding implementations, serving as the bridge between clients, operations, technology, and product partners.

This hands-on role demands technical acumen, project management, and data-driven decision making to design workflows, ensure data quality, and deliver

Qualifications

• 3–5+ years in cost basis and tax reporting operations.
• Experience with client onboarding and financial services integrations.
• Strong data analysis and process improvement skills.
• Proficiency in SQL/PSQL and Bash scripting.
• Ability to communicate with stakeholders at all levels.

Responsibilities

• Evaluate and document client requirements for onboarding aligning with business needs.
• Analyze client data for accuracy and quality, propose automated solutions.
• Lead automation and process documentation to improve onboarding workflows.
• Report onboarding progress and insights to senior management with actionable recommendations.

Skills

Cost basis & tax reporting

Linux & Bash scripting

SQL/PSQL

Data-driven decision making

Project management

Client onboarding

Tools

APIs

Data visualization tools

SQL tooling (PSQL)

Job description

Apex Fintech Solutions LLC in the United States is seeking a Senior Business Analyst to join the Tax and Cost Basis Client Integration Operations team. You will analyze client needs, identify process efficiencies, and drive successful onboarding implementations, serving as the bridge between clients, operations, technology, and product partners.

This hands-on role demands technical acumen, project management, and data-driven decision making to design workflows, ensure data quality, and deliver