Director, Financial Planning and Analysis (Technology)

WHO WE ARE

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. 

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, Belfast, and Manila.

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. 

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards

• 2021 Most Innovative Companies - presented by Fast Company

• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

Apex Fintech Solutions, a leading and forward-thinking company in the fintech industry, is seeking a Director, FP&A to provide strategic financial oversight and direction to our dynamic and fast-paced technology organization, which embodies a significant portion of both the company's expenses and talent.

Reporting directly to our finance management team, this critical role will focus on serving as the lead FP&A business partner for the technology organization. This role will partner closely with technology leaders to provide strategic financial guidance, support decision-making through data-driven analyses, and drive financial planning and analysis processes to align with the company’s growth objectives and technology investments.

The ideal candidate will possess a strong knowledge of technology sector finance dynamics along with a deep understanding of financial planning, budget management, and strategic analysis. Key responsibilities include advancing cost management activities, implementing efficiencies in the budgeting and forecasting cycles, streamlining monthly reporting cycles and automation of processes and reporting. 

Duties and Responsibilities

• Trusted financial advisor to the technology leadership team, facilitating strategic decisions through financial expertise and data-driven recommendations

• Develop comprehensive financial plans, budgets, and forecasts for the technology organization, aligning with the company’s strategic goals and performance targets

• Conduct detailed financial analysis and deliver system-based, automated reporting that provides actionable insights into the technology organization’s performance

• Collaborate with team members and business leaders to prepare monthly and quarterly reporting packages that drive business decisions

• Identify trends and key drivers of budget variances, including tracking and explaining monthly key performance indicators (KPIs)

• Evaluate and improve processes by leveraging both new and existing technology solutions to advance operational efficiencies

• Lead departmental projects and initiatives and participate in firmwide initiatives

• Enhance vendor reporting capabilities with a focus on automation and increased cost transparency

• Partner with technology and other areas within Finance to develop and implement of internal cost allocation methodologies and reporting

• Actively cross-train to provide back-up coverage for team members

• Continuously improve and automate financial management processes and analytical tools needed to deliver reporting and budgeting

Experience and/or Education

• Bachelor of Science in Accounting, Finance, Business Administration, or related field (or equivalent work experience) required

• 10+ years of professional experience, including 3+ years in a leadership role, preferably in an FP&A capacity or similar role for a financial services or technology firm

• Proven expertise in finance management within the technology sector, including understanding the unique financial dynamics and challenges

• Professional certifications such as Certified Public Accountant (CPA) are highly desirable

• Public accounting background a plus

• Adaptive Insights and NetSuite experience a plus

Required Skills/Abilities

• Advanced proficiency in financial software, databases, visualization tools, business intelligence and Excel, with the ability to adapt to new technologies

• Demonstrated ability to contribute to strategic planning and decision-making at the executive level

• Strong analytical and problem-solving skills with the ability to interpret complex financial data and translate it into actionable strategies

• Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multi-task

• Ability to work independently as well as in a team environment

• Ability to work with numerous and conflicting deadlines with speed and accuracy

• Exceptional communication skills (verbal and written) and the ability to communicate financial information effectively to non-finance stakeholders

• Desire to take ownership of projects and ideas

Other Requirements

• This opportunity operates in a fast-paced rapidly changing environment and may require overtime

Work Envrionment

• This opportunity operates in a hybrid, office environment.

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​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

$150,400-$188,000

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.