Senior Manager, Financial Reporting

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

The Senior Manager, Financial Reporting will oversee all aspects of technical accounting research, implementation, and compliance related to SEC regulations, notably Regulation S-X. This role is responsible for corporate external filings, financial reporting for earnings releases, and Sarbanes-Oxley compliance. Additionally, it entails founding the company’s Disclosure Committee, spearheading various compliance and reporting projects, and enhancing group performance. Reporting directly to the Global Corporate Controller, this hands-on role demands a critical thinker with robust skills in accounting and finance management, with a strong technical accounting background.

Duties/Responsibilities

• Technical Accounting and Research: Lead all financial research initiatives by analyzing new, proposed, and complex accounting standards as well as non-routine transactions. Determine appropriate accounting treatments, and prepare comprehensive memorandums that assess and document the impact of these standards and conclusions on the company.
• SEC Compliance and Reporting: Prepare and ensure the accuracy of financial reporting, prepared in accordance with GAAP and 10-Q and 10-K SEC requirements, along with multiple foreign entities financial reporting.
• Cross-Functional Collaboration: Work with other departments, such as Treasury, Tax, Legal, and Financial Planning & Analysis, on significant transactions and technical accounting matters.
• Corporate Policies: Write and implement practical corporate policies, manage internal audits, coordinate financial reporting for external audits, and play a pivotal role in establishing frameworks for accounting practices, including stock compensation.
• Internal Controls and Procedures: Responsible for the ongoing compliance with Sarbanes-Oxley requirements, implementing and maintaining robust internal controls, and leading the risk management by documenting and enhancing financial procedures.

Education And/Or Experience

• Bachelor's degree in Accounting, Finance, Business Administration or other similar field (or equivalent work experience) required
• 8+ years in accounting, preferably in similar roles within publicly traded companies, involving detailed knowledge of US GAAP, internal controls, and Sarbanes-Oxley compliance.
• Prior public accounting experience preferred
• Professional background in accounting for a clearing or investment firm, proprietary trading, bank, or trust company preferred.
• Experience using Workiva and NetSuite accounting software or an equivalent.
• Advanced proficiency in Excel.
• Leadership: Proven ability in managing teams, delivering projects from inception through execution, influencing cross-functional collaboration.
• Communication: Strong capability to communicate effectively with all levels of management, auditors, and board members.
• Experience using Workiva and NetSuite accounting software or an equivalent.
• Advanced proficiency in Excel.
• Leadership: Proven ability in managing teams, delivering projects from inception through execution, influencing cross-functional collaboration.
• Communication: Strong capability to communicate effectively with all levels of management, auditors, and board members.

Required Skills/Abilities

• Analytical Ability: Exceptional analytical skills, adept at conducting complex financial analysis and delivering insights that drive business decisions.
• Adaptability and Drive: Ability to thrive in a high-pressure environment, adapt to changes in regulatory frameworks, and drive process optimizations and team performance.
• Technological Proficiency: High level of expertise in Excel, PowerPoint, and Word. Experience in automating processes and system integrations to optimize reporting efficiency.

Work Envrionment

• This job operates in a hybrid, office environment 3 days per week.

#finance #mid-senior #full-time #LI-LN1 #APEX

​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

$128,800-$161,000

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.