Senior Manager, 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. 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

Apex Fintech Solutions, a leading and forward-thinking company in the fintech industry, is seeking a business partner 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 the Head of FP&A, the Senior Manager, FP&A (Technology) 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/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 monthly 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

• Actively partner with technology and accounting to ensure software capitalization is properly planned, tracked and reported.

• Lead headcount planning, monitoring and reporting for the technology organization

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

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

• 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

• 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

The skills you’ll need to succeed:

• Bachelor of Science degree Accounting, Finance or related field

• 8+ years of professiona