Revenue Strategy Analyst (Deal Desk)

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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, 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

As a Revenue Strategy Analyst (Deal Desk), you will be instrumental in crafting and analyzing client contracts and financial forecasts to guide strategic pricing decisions and to enhance pricing and quoting operations across the company. You will engage with multiple areas of the business, providing reporting, analysis, and insights that support data-driven decision-making and business growth. Your ability to be creative, collaborate, and drive projects forward will be crucial to your success. 

Duties/Responsibilities

• Financial Modeling: Support the development of creative pricing arrangements, financial models, and budgets to align with firm revenue and profitability initiatives and strategic goals. 

• Proposal Creation: Assist in responding various requests for proposals specific to pricing strategies; understand profitability drivers and leverage to then prepare pricing quotes and contractual proposals. 

• Insight Presentation: Monitor and evaluate pricing performance metrics and provide actionable recommendations for improvement. 

• DealHub Management: Lead the management and administration of DealHub, our CPQ (configure, price, quote) tool; support long-term product enhancements for addition of new products, pricing schemas, and business lines. 

• Data Integrity: Ensure accuracy and consistency across all data and reports, specifically pipeline revenue reporting and expected opportunity sizing; implementing best practices in data management and usage. 

• Continuous Improvement: Proactively seek opportunities to optimize pricing strategies for both Apex and our clients; collaboration across procurement and partnerships to drive enhanced unit economics with key vendors. 

• Cross-functional Collaboration: Develop effective relationships with key stakeholders across the firm. 

Education and/or Experience

• Bachelor’s degree or higher in any field is welcomed - must have a proven background in financial modeling. At Apex, we value all backgrounds and perspectives, but the ability to demonstrate and speak to your interest in FinTech is essential. 

• 2+ 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. 

Required Skills/Abilities

• 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. 

• Advanced proficiency in spreadsheet applications (i.e. Excel) or CPQ (i.e. Dealhub) software is expected.  

• Excellent verbal and written communication skills. 

• Strong interpersonal skills with the ability to work collaboratively in a team-oriented environment. 

Work Envrionment

• This job operates in a hybrid, office enviro