Senior Manager, Operations & Consolidations

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.

At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest.

When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.

Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex.

We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received:

Best Places to Work

2026, 2025, 2024, 2023 - Presented by BuiltIn

WealthTech of the Year

2025 - Presented by US FinTech Awards

The World’s Top 250 Fintech Companies

2024 - Presented by CNBC

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. The ideal candidate is a hands-on leader who is equal parts people manager, process owner, and technical subject-matter expert on the company's consolidation and ERP (NetSuite) environment.

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 and continuously identifying opportunities to automate tasks, strengthen controls, and shorten the close timeline.

• AI Champion: Identify, evaluate, and implement AI and automation tools to reduce manual effort in close, consolidation, and flux/variance reporting workflows.

• Stakeholder Support: Act as the go-to resource for ad hoc requests across Finance stakeholders (FP&A, Controllership, Tax, external auditors, and business-unit finance leads).

• NetSuite Champion: Partner with IT and the Lead IT Systems Engineer on system configuration, enhancements, and issue resolution; serve as the primary liaison between Finance and NetSuite administrators.

• Cross-Functional Alignment: Liaise with other Finance teams (FP&A, Controllership, Tax, Treasury) to keep consolidation and close processes aligned with broader finance and reporting timelines.

• Quarterly Analytics: Own the quarterly analytics ("FQ") calendar and oversee preparation of quarterly flux/variance analysis deliverables provided to internal and external auditors.

• Journal Entry Review: Review and approve eliminations and allocation journal entries prepared by the team.

• Technical Accounting Support: Provide ad hoc technical accounting research and guidance on non-routine or complex transactions, partnering with Technical Accounting and Financial Reporting to document conclusions and determine proper treatment.

• Documentation: Build and maintain documentation for consolidation, elimination, and allocation processes to support audit readiness and business continuity.

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.

Preferred Qualifications:

• Experience in financial services, broker-dealer, or fintech environments.

• Hands-on experience with NetSuite or a comparable ERP/consolidation platform.

• Experience with FloQast or a similar close-management/automation platform.

• Prior experience supporting external audit / quarterly analytic review processes.

• Experience with AI-assisted reporting or workflow tools applied to finance operations.

Knowledge, Skills, and Abilities:

• Technical Proficiency: Strong technical skills in financial systems, databases, and MS Office Suite, especially Excel.

• Analytical Skills: Ability to analyze large, multi-entity GL data sets and prepare clear, audit-ready variance explanations.

• Project Management: Strong organizational skills with the ability to manage the close calendar and multiple concurrent projects under deadline pressure.

• Communication Skills: Excellent interpersonal and communication skills, capable of presenting complex financial information clearly to auditors and senior stakeholders.

• Leadership Skills: Proven leadership and team management skills, with the ability to motivate and mentor a technical/accounting team.

• Problem-Solving: Strong problem-solving skills with a focus on process improvement and automation/AI adoption.

​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

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.