Operations Analyst – Financial Consolidations

Job Description

Accounting Operations Analyst | Apex Fintech Solutions

The Tone:
This is a full-time, hybrid role at Apex Fintech Solutions, a 1,000+ person organization with offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila. Apex powers innovation in digital wealth management by building tech-forward solutions that simplify, automate, and facilitate access to financial markets for over 22 million end customers. This role is crucial for supporting the Finance Operations & Consolidations team by managing key reporting calendars, preparing financial variance analyses, and assisting with essential accounting entries, providing broad exposure to consolidation accounting and advanced financial systems.

The TL;DR
• Role: Early Career
• Type: Hybrid
• Location: Hybrid – Chicago, IL
• Pay: $57456–$71820 yearly
• Team: Finance Operations & Consolidations, reporting to Senior Manager
• Mission: Manages key financial calendars and prepares variance analyses to ensure accurate and timely financial reporting for the Finance Operations & Consolidations team.
• Tech Stack: NetSuite, FloQast, Excel

What You’ll Actually Do
• Calendar Management: Own and manage the FQ (quarterly analytics) calendar, including deadlines for commentary and variance analysis, and maintain a FQ Operations calendar for non-close items.
• Variance Reporting: Prepare and compile variance/flux analysis reporting for internal and external auditors during quarterly analytic reviews.
• Journal Entry Preparation: Create eliminations and allocations journal entries as part of the monthly and quarterly consolidation close process.
• System Enhancement Support: Assist with FQ and NetSuite-related projects, including system enhancements, testing, and reporting improvements.
• AI & Automation Development: Partner with the Senior Manager to identify, test, and roll out AI and automation tools to reduce manual effort in close, consolidation, and reporting workflows.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, or a related field, with working knowledge of journal entries, intercompany eliminations, and/or basic consolidation concepts.
• Experience: 1-3 years of relevant accounting/finance experience; internship or co-op experience considered for less-experienced candidates.
• Skills: Strong Excel skills, ability to summarize account-level GL detail into clear explanations, highly organized with comfort managing recurring deadlines, strong written communication skills, and curiosity for process improvement and AI/automation tools.
• Bonus: Prior exposure to financial services, broker-dealer, or fintech accounting, experience supporting an external audit or quarterly review, and exposure to NetSuite or FloQast (or similar ERP/close-management tools).