Revenue Strategy Analyst
At Apex Fintech Solutions, we power innovation and the future of digital wealth management by building tech-forward solutions that simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software supports clients like Stash, Betterment, SoFi, Webull, and eToro, serving over 22+ million end customers.
About the Role
We are seeking a versatile Business Analyst to join our Revenue Strategy Team. This role will contribute to Apex’s financial and growth goals by analyzing data streams, guiding strategic planning, and enhancing operational efficiency across multiple departments.
Key Responsibilities
Develop regular reports for different departments to assess trends and business performance, identify opportunities for improvement, and support strategic decisions.
Work closely with teams in Sales, Partnerships, Corporate Development, Strategy, Pricing, and Product Marketing to implement data-driven strategies.
Utilize analytical techniques to address complex business problems, interpret data, and provide actionable insights.
Communicate findings and recommendations to senior management and cross-functional teams to shape company strategies and objectives.
Ensure accuracy and consistency across all data and reports, implementing best practices in data management and usage.
Proactively seek opportunities to enhance the analytical capabilities of the department, including incorporating new data sources and analytical tools.
Qualifications
Bachelor’s degree or higher in any field is welcomed.
A proven interest in FinTech is essential.
Minimum of two years' experience in business analysis, financial analysis, operations, reporting, data analytics, data science, or a related field.
Proven experience in business analysis or a similar role, with a track record of manipulating, analyzing, curating, and reporting data.
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
Proven ability to manage multiple projects simultaneously and meet tight deadlines.
Experience working in financial services, fintech, and/or brokerage is a plus.
Advanced proficiency in spreadsheet applications (i.e. Excel); business intelligence (e.g., Looker, Tableau, PowerBI) or CRM/CPQ (e.g. Salesforce, Hubspot, Dealhub) software is a plus.
Excellent verbal and written communication skills.
Strong interpersonal skills with the ability to work collaboratively in a team-oriented environment.
Why Join the Revenue Strategy Team at Apex?
You'll be part of a department and company culture that cherishes innovation, results, and community. We offer competitive salaries, comprehensive benefits, and opportunities for growth and development.
Our Rewards
Competitive salaries
Comprehensive benefits
Opportunities for growth and development
Hybrid work schedule
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.
Disability Statement
We are 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.