Senior Business Analyst - Tax & Onboarding Automation

Peak6 Investments LLC; Austin (TX); Presencial; USD 104 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare benefits

401k match

Parental leave

Resumo da oferta

Apex Fintech Solutions is seeking a Senior Business Analyst to lead onboarding of clients, analyze tax and cost basis needs, and drive data quality improvements. You will bridge clients and internal teams, shaping workflows and reporting to align with strategic goals.

The role emphasizes SQL, Linux, APIs, and data-driven decision making, with opportunities to lead automation and cross-functional initiatives in a hybrid work environment.

Qualificações

• 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 budget.
• Familiarity with APIs and how they enable data exchange between systems (a plus).
• Working knowledge of AI tools (e.g., Claude) for business solutioning.

Responsabilidades

• Client Onboarding Analysis and Support: Evaluate and document client requirements for tax and cost basis onboarding, ensure alignment with business needs.
• Data Assessment and Quality Management: Analyze incoming client data for accuracy, completeness, and adherence to tax and cost basis standards.
• Process Optimization and Solutions Development: Partner with cross-functional teams to identify gaps in onboarding processes and deliver actionable recommendations.
• Stakeholder Communication and Reporting: Communicate onboarding progress, challenges, and trends to senior management with clear, actionable recommendations.

Conhecimentos

Cost basis & tax

SQL/PSQL

Linux & Bash

APIs

AI tools

Project management

Data analytics

Descrição da oferta de emprego

Apex Fintech Solutions is seeking a Senior Business Analyst to lead onboarding of clients, analyze tax and cost basis needs, and drive data quality improvements. You will bridge clients and internal teams, shaping workflows and reporting to align with strategic goals.

The role emphasizes SQL, Linux, APIs, and data-driven decision making, with opportunities to lead automation and cross-functional initiatives in a hybrid work environment.