About the role
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.
ABOUT THIS ROLE
Job Summary:
The Operations Analyst supports the Finance Operations & Consolidations team by managing the quarterly analytics ("FQ") calendar, preparing variance/flux analysis reporting, and assisting with eliminations and allocation journal entries. This role is a strong fit for someone early-to-mid career who wants broad exposure to consolidation accounting, ERP systems, and process-improvement/AI initiatives, working closely with the Senior Manager and the rest of the Financial Systems & Operations team.
Key Responsibilities:
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.
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.
Journal Entries: Prepare eliminations and allocations journal entries as part of the monthly/quarterly consolidation close.
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.
Education and Experience:
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.
Salary Range
$57,456-$71,820
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.
Minimum requirements
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of relevant accounting/finance experience or internship/co-op experience
- Working knowledge of journal entries, intercompany eliminations, and basic consolidation concepts
This listing was parsed by AI and may not be complete. Check the official posting on Apex Fintech Solutions's site for the most accurate information.