Senior Manager, Accounting 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. Were digitizing and democratizing systems so that everyone has an opportunity to invest.

When youre at Apex you drive this change. Youre 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 1000 employees.

Together were 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.

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

Best Places to Work

- Presented by BuiltIn

WealthTech of the Year

2025- Presented by US FinTech Awards

The Worlds Top 250 Fintech Companies

2024- Presented by CNBC

ABOUT THIS ROLE

Job Summary:

The Senior Manager Accounting Operations & Consolidations leads the team responsible for the companys 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 companys 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 teams 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:

• Bachelors 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.