Financial Planning & Analysis Intern

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, Los Angeles, Portland, and Belfast. 

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

Financial Planning & Analysis Intern, Summer 2023

Work Location: Chicago, IL

Employee Type: Intern

Is Position Eligible for current and/or future Visa Sponsorship: No

Internship Timeline

10 Weeks (June - August)

Apex delivers speed, efficiency & flexibility through technology solutions to firms ranging from innovative start-ups to blue-chip brands who choose to grow with us. We embrace a culture of growth, experimentation, and creativity.  Employees of Apex are asked to exercise their own responsibility and freedom, allowing each person to have a measurable impact on the business and provide plenty of opportunity for advancement and personal growth. Sound like something you would want to be a part of? We're hiring!

Start your career by joining a thriving, successful team enabling innovation within the financial services industry.  Apex is seeking an intern to join the FP&A team. As a member of this team, you'll have a large impact on the firm by adding your financial/accounting experience to our organization and employees, in a rapidly growing environment. Additionally, our diverse business streams affords you the unique opportunity to grow across a variety of verticals, engaging you in unique challenges, projects, and technologies.

The intern must be able to commit to a 10-week full-time (40hrs/week) internship during Summer 2023. Not eligible for visa sponsorship.

The skills you’ll need to succeed:

• Interest in Financial Services
• Be currently enrolled in a full-time Bachelor's degree program in Finance/Accounting or other related major. Junior or Senior standing preferred. 
• Excellent problem-solving skills with high attention to detail
• Effective inter-personal, verbal, and written communication skills
• Proficient in Microsoft Excel, PowerPoint, and Google Suite

Preferred skills:

• Relevant work experience or work experience in a professional environment (e.g. internships, summer positions, school jobs, etc.)
• Strong Analytical Skills
• Desire to take ownership of projects and ideas
• Ability to work independently as well a in team environment
• Attention to detail and a high degree of initiative and adaptability

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