Senior Data Analyst

WHO WE ARE

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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

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. 

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards

• 2021 Most Innovative Companies - presented by Fast Company

• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

Apex Fintech Solutions is seeking a skilled Data Analyst to bridge the gap between business analysis and data engineering, with a specific focus on supporting our cloud migration initiatives. In this role, you will leverage analytical expertise to transform financial data into actionable insights while playing a key role in our transition from on-premises systems to Google Cloud Platform (GCP). This position combines elements of business intelligence, financial analysis, and cloud data management to drive informed decision-making in our fast-paced fintech environment.

Key Responsibilities:

Cloud Migration Support:

• Assist in mapping and documenting current on-premises data sources, workflows, and dependencies to support migration planning
• Validate data integrity and consistency during and after migration to GCP
• Collaborate with data engineers to redesign data pipelines optimized for cloud architecture
• Help identify opportunities to enhance data capabilities through GCP's advanced analytics tools
• Support testing and verification of migrated data systems to ensure business continuity
• Create documentation and training materials to help business users adapt to new cloud-based tools

Data Analysis and Reporting:

• Gather, analyze, and interpret business and market data to support strategic initiatives and operational improvements
• Design and maintain dashboards and reporting systems in cloud-based environments
• Track performance metrics and KPIs to evaluate project success and business performance
• Prepare comprehensive reports and presentations for leadership and stakeholders
• Develop financial models to support decision-making related to client profitability, revenue forecasting, and cost management

Data Management and Processing:

• Create and optimize data pipelines for business intelligence and analytics purposes in GCP
• Ensure data accuracy, quality, and consistency through validation and cleansing techniques
• Collaborate with data engineers to improve ETL processes and workflows
• Document data processes, sources, and transformations for business users
• Implement best practices for data governance and security in cloud environments

Business Partnership and Project Support:

• Act as a liaison between business units and technical teams during the cloud migration process
• Translate business requirements into cloud-based data solutions and analytical frameworks
• Support cross-functional projects by providing data-driven insights and recommendations
• Identify opportunities for process optimization through data analysis
• Collaborate with sales teams on modeling and projecting growth metrics

Qualifications:

• Bachelor's degree in Business Analytics, Data Science, Finance, Economics, or related field
• 5+ years of experience in data analysis, business intelligence, or similar role
• Strong proficiency with SQL and relational database systems
• Experience with cloud platforms, particularly GCP (BigQuery, Cloud Storage, Data Studio)
• Advanced Excel skills and experience with financial modeling techniques
• Experience with BI tools (Tableau, Power BI, Looker, etc.)
• Analytical mindset with ability to translate complex data into actionable insights
• Excellent written and verbal communication skills
• Detail-oriented with strong problem-solving abilities
• Basic understanding of brokerage services, financial markets, and fintech practices
• Adaptability and willingness to learn new cloud technologies

Preferred Qualifications:

• Experience in the fintech industry or with financial systems
• Previous involvement in cloud migration projects
• Knowledge of Python, R, or other programming languages for data analysis
• Familiarity with data warehousing solutions and ETL processes
• GCP certifications or training
• Experience with big data technologies (Spark, Hadoop, etc.)
• SIE or Series 7 certification
• Previous experience at a Broker Dealer (Introducing or Clearing)
• Project management experience or certification

What We Offer:

• Competitive salary and performance-based bonuses
• Flexible work arrangements with hybrid office options in Dallas or Austin
• Comprehensive health, dental, and vision insurance
• 401(k) retirement plan with company match
• Professional development opportunities and cloud certifications
• Collaborative, innovative work environment
• Exposure to cutting-edge fintech tools and cloud technologies
• Opportunity to play a key role in our digital transformation journey

#analytics #mid-senior #full-time #LI-MJ1

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

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.

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.