Accounting Operations Analyst

Apex Fintech Solutions provides technology solutions for digital wealth management and financial market access. The Accounting Operations Analyst supports the Finance Operations & Consolidations team through quarterly analytics calendar management, variance reporting, consolidation journal entries, systems support, and process-improvement initiatives involving AI and automation.

What you'll do:

• Calendar Ownership: Own and manage the FQ (quarterly analytics) calendar, including deadlines for monthly flux commentary and quarterly variance analysis submissions
• Variance Reporting: Prepare and compile variance/flux analysis reporting used in the quarterly analytic review process provided to internal and external auditors
• Operations Calendar: Implement and maintain a FQ Operations calendar covering all non-close items, including audit requests, regulatory deliverables, and other recurring obligations
• Systems Projects: Assist with FQ and NetSuite-related projects, including system enhancements, testing, and reporting improvements
• FloQast Support: Support day-to-day use of FloQast, including task and reconciliation setup and checklist maintenance, and help identify opportunities to streamline close tasks within the system
• Journal Entries: Prepare eliminations and allocations journal entries as part of the monthly/quarterly consolidation close
• Stakeholder Support: Respond to ad hoc requests from Finance leadership, other Finance teams, and auditors
• AI Champion: Partner with the Senior Manager to identify, test, and help roll out AI and automation tools that reduce manual effort in close, consolidation, and reporting workflows
• Special Projects: Support AI and efficiency project work and other special projects assigned by the Senior Manager, Operations & Consolidations

What they're looking for:

• • Bachelor's degree in Accounting, Finance, or related field
• • 1-3 years of relevant accounting/finance experience; internship or co-op experience considered for less-experienced candidates
• • Working knowledge of journal entries, intercompany eliminations, and/or basic consolidation concepts
• • Technical Proficiency: Strong Excel skills; comfort working with account-level GL detail
• • Analytical Skills: Ability to summarize account-level detail into clear, audit-ready explanations
• • Organization: Highly organized, comfortable owning a recurring calendar/deadline structure across multiple stakeholders
• • Communication Skills: Strong written communication skills; able to explain financial detail clearly to non-technical stakeholders
• • Curiosity: Comfort with process-improvement and AI/automation tools
• • Prior exposure to financial services, broker-dealer, or fintech accounting
• • Experience supporting an external audit or quarterly review process
• • Exposure to NetSuite or another ERP system
• • Exposure to FloQast or another close-management/automation tool

Benefits:

• Healthcare benefits, including medical, dental and vision, and EAP
• Competitive PTO
• 401k match
• Parental leave
• HSA contribution match
• Paid subscription to the Calm app
• Generous external learning and tuition reimbursement benefits
• Hybrid work schedule for most roles, allowing employees to work from home and one of our primary offices