Apex enables modern investing and wealth management tools through an ecosystem of frictionless platforms, APIs, and services.
Financial Planning & Analysis (FP&A) Business Partner
Chicago, Illinois, United States of America
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
ABOUT THIS ROLE
Apex Fintech Solutions, a leading and forward-thinking company in the fintech industry, is seeking a FP&A Business Partner to provide strategic financial oversight and direction to our dynamic and fast-paced technology organization, which embodies a significant portion of both the company's expenses and talent.
Reporting directly to the Head of FP&A, this critical role will focus on serving as the lead FP&A business partner for the technology organization. This role will partner closely with technology leaders to provide strategic financial guidance, support decision-making through data-driven analyses, and drive financial planning and analysis processes to align with the company’s growth objectives and technology investments.
The ideal candidate will possess a strong knowledge of technology sector finance dynamics along with a deep understanding of financial planning, budget management, and strategic analysis. Key responsibilities include advancing cost management activities, implementing efficiencies in the budgeting and forecasting cycles, streamlining monthly reporting cycles and automation of processes and reporting.
Duties and Responsibilities:
- Trusted financial advisor to the technology leadership team, facilitating strategic decisions through financial expertise and data-driven recommendations
- Develop comprehensive financial plans, budgets, and forecasts for the technology organization, aligning with the company’s strategic goals and performance targets
- Conduct detailed financial analysis and deliver system-based, automated reporting that provides actionable insights into the technology organization’s performance
- Collaborate with team members and business leaders to prepare monthly and quarterly reporting packages that drive business decisions
- Identify trends and key drivers of budget variances, including tracking and explaining monthly key performance indicators (KPIs)
- Evaluate and improve processes by leveraging both new and existing technology solutions to advance operational efficiencies
- Lead departmental projects and initiatives and participate in firmwide initiatives
- Enhance vendor reporting capabilities with a focus on automation and increased cost transparency
- Partner with technology and other areas within Finance to develop and implement of internal cost allocation methodologies and reporting
- Actively cross-train to provide back-up coverage for team members
- Continuously improve and automate financial management processes and analytical tools needed to deliver reporting and budgeting
The skills you’ll need to succeed:
Required
- Bachelor of Science degree Accounting, Finance or related field
- Minimum 10 years of professional experience, including 3+ years in a leadership role, preferably in an FP&A capacity or similar role for a financial services or technology firm
- Proven expertise in finance management within the technology sector, including understanding the unique financial dynamics and challenges
- Advanced knowledge of financial software, databases, visualization tools, business intelligence and Excel, with the ability to adapt to new technologies
- Demonstrated ability to contribute to strategic planning and decision-making at the executive level
- Strong analytical and problem-solving skills with the ability to interpret complex financial data and translate it into actionable strategies
- Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multi-task
- The ability to work independently as well as in a team environment
- Exceptional communication skills (verbal and written) and the ability to communicate financial information effectively to non-finance stakeholders
- The ability to work with numerous and conflicting deadlines with speed and accuracy
- Desire to take ownership of projects and ideas
Preferred
- Adaptive Insights and NetSuite experience a plus
- Financial modelling skills within Excel
- Public accounting background a plus
- MBA or related advanced degree
- Professional certifications such as Certified Public Accountant (CPA) are highly desirable
Special Requirements:
- This opportunity operates in an office environment 12+ days per month
- This opportunity operates in a fast-paced rapidly changing environment and may require overtime
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 our 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.
Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment
We're looking for all kinds of people.
At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.
Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.
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