Accounting Analyst

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

Description:

Accountants on the Apex Finance team are responsible for handling month-end close duties and analysis of financial details.  This role interacts with several Apex teams, including Billing, Regulatory Reporting, Treasury, Client Service, Operations, Compliance, and Technology. Candidates must be critical thinkers, analytical, energetic, and possess strong attention to detail. 

We’re looking for someone who:

• Is passionate. You have a genuine passion for people and developing relationships
• Is motivated. You’re driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same
• Is collaborative. You’re excited to work with others throughout the organization to help foster a superior workplace and culture
• Wants to make an impact. You’re looking to do amazing work. You’re all about helping employees be happier at work and perform at a superior level
• Operates with integrity. You always conduct yourself with honesty and operate ethically. You say what you mean, and mean what you say

A few reasons why you might love us:

• We’re a leader in the space.   We’ve got an amazing track record of success and we foster ongoing innovation. So, you get all the benefits of a proven, growing company, while enjoying a very entrepreneurial culture.
• The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are. You’ll be managed by the best, too.
• Your work will be immediately impactful. You’ll be able to see your direct impact on our department. You won’t be just another cog in the wheel.

And a few reasons why you may not like working for us:

• You don’t like change. This is not a job for someone who likes ‘predictable’.    The market is dynamic which means the work is dynamic. It’s a fast-paced environment and you need to adapt to adapt accordingly. You won’t be bored.
• You’re not the collaborative type. We work together to ensure the best possible solutions for our internal teams. If you’re looking to hide out and do your own thing, this might not be the right spot. 
• You like task singularity. You have to be able to multi-task. If you are single threaded and have to work on a task for start to finish, you may not like this role. We need someone who can switch gears smoothly while still juggling competing priorities.

Duties and responsibilities:

• Perform assigned monthly, quarterly, and annual general ledger closing and reporting processes.
• Estimate, analyze, and record month-end expense accruals.    
• Prepare reconciliations for assigned accounts. Proactively communicate daily status and escalate issues as needed. 
• Handle other accounting duties as assigned.  Examples: revenue analysis, fixed asset management, intercompany expenses.
• Work with Regulatory Reporting team to pull critical data for regulatory filings
• Handle audit requests for financial statement audit and regulatory exams

• Actively cross-train to provide back-up coverage for all team members
• Solve operational problems and proactively determine and implement improvements to workflows and controls, minimize risk and manual workflows and reduce inefficiencies
• Actively participate in firmwide and departmental projects and initiatives

The skills you’ll need to succeed:   

Required

• Bachelor of Science degree in accounting
• 1-2 years accounting experience, preferably in a similar role for a clearing or investment firm, proprietary trading firm, bank, or trust company or directly from public accounting
• 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
• The ability to work with numerous and conflicting deadlines
• The ability to perform many complex and confidential tasks with speed and accuracy
• Strong analytical skills to solve problems
• The ability to exercise independent judgment
• Excellent communication (verbal and written) skills and the ability to communicate constructively within the department and the firm
• Proficient in Excel, PowerPoint, and Word

Preferred

• Experience using NetSuite accounting system
• Intermediate to Advanced Excel abilities

​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.

Salary Range

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.