Senior Manager, Operations & Consolidations
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. 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.
ABOUT THIS ROLE
Job Summary:
The Senior Manager, Operations & Consolidations leads the team responsible for the company's consolidation close process, intercompany eliminations and allocations, and the financial systems that support them. This role owns the monthly and quarterly close calendar end to end, drives automation and AI-enabled process improvement across Finance Operations, and serves as the primary point of contact for ad hoc requests from stakeholders across the company.
Key Responsibilities:
Team Leadership: Manage the Financial Systems & Operations team (Lead IT Systems Engineer and Operations Analyst), setting priorities and reviewing work product.
Consolidation Close: Own the consolidation close process end to end, including intercompany eliminations and the allocation process across all legal entities.
Close Governance: Lead close meetings across Finance and identify opportunities to streamline, accelerate, and de-risk the close.
FloQast Ownership: Serve as the team's FloQast leader, driving adoption of the platform across the close and reconciliation process.
AI Champion: Identify, evaluate, and implement AI and automation tools to reduce manual effort in close, consolidation, and flux/variance reporting workflows.
Education and Experience:
Bachelor's degree in Accounting, Finance, or related field; CPA preferred.
8+ years of progressive accounting/finance experience, including multi-entity consolidations and intercompany eliminations, with at least 2-3 years in a people-management role.
Salary Range
$128,800-$161,000
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; CPA preferred
- 8+ years accounting/finance experience with multi-entity consolidations and intercompany eliminations
- 2-3 years experience in a people-management role
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.