Senior Business Analyst

Apex Fintech Solutions•Austin, TX

6d•$103,680 - $129,600•Hybrid

About The Position

As a Senior Business Analyst within Apex's Tax and Cost Basis Client Integration Operations team, you will play a key role in onboarding clients by analyzing business needs, identifying process efficiencies, and driving successful implementations. You will serve as the bridge between external and internal stakeholders, technical teams, and clients — with a focus on data quality and process optimization. This is a versatile, hands-on role: you'll draw on technical expertise and industry knowledge while maintaining a customer-facing presence with stakeholders ranging from analysts to C-suite executives. Through a combination of technical acumen, strategic communication, and project management, you'll help ensure seamless system operations and deliver solutions that align with both client and organizational goals.

Requirements

3–5+ years of experience in cost basis and tax reporting operations, including familiarity with cost basis/tax reporting back-office systems and client integration or similar roles in financial services
Working knowledge of Linux and Bash/Shell scripting, with proficiency in SQL/PSQL
Experience using data to solve complex business challenges
Project management experience, with a track record of delivering large-scale projects on time and within budget
Experience managing projects involving multiple stakeholders and complex systems
Comfortable engaging with clients across all levels, from analysts to CEOs
Working knowledge of AI tools (e.g., Claude) for business solutioning
Strong analytical and problem-solving skills, with a strategic, big-picture mindset
Detail-oriented and highly organized, with the ability to manage multiple priorities
Demonstrated ability to collaborate across functions and communicate effectively with both technical and non-technical audiences
Strong interpersonal skills, with a focus on relationship-building and influencing outcomes

Nice To Haves

Familiarity with APIs and how they enable data exchange between systems (a plus)

Responsibilities

Evaluate and document client requirements for tax and cost basis onboarding, ensuring alignment with business needs
Design and implement effective workflows to support seamless client integration and reporting
Serve as the primary liaison between clients, operations, technology, and product partners throughout onboarding engagements
Analyze incoming client data for accuracy, completeness, and adherence to tax and cost basis standards
Propose and implement automated solutions to improve data quality and reduce manual intervention
Build and maintain data visualizations and dashboards to monitor data health and onboarding progress
Partner with cross-functional teams to identify gaps in onboarding processes and deliver actionable recommendations
Develop and maintain detailed process documentation to support consistency and scalability
Lead automation efforts to streamline end-to-end onboarding workflows and reduce manual effort for clients and internal teams
Communicate onboarding progress, challenges, and trends to senior management, with clear, actionable recommendations
Provide insights on client behavior, data usage, and performance metrics to improve onboarding outcomes
Conduct post-onboarding reviews to identify gaps and continuously refine processes