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
The Billing Analyst is a vital member of the Revenue Operations team, responsible for ensuring accurate, detailed, and timely processing of client invoices and resolving billing-related issues efficiently. The role involves working closely with internal teams and external clients to maintain invoicing accuracy, monitor billing performance metrics, and ensure compliance with contractual and regulatory requirements. The Billing Analyst contributes to the company’s financial health by maintaining billing integrity, minimizing errors, and supporting strong client relationships through effective communication and problem-solving. This position requires a high level of attention to detail, analytical thinking, and strong organizational skills.
Key Responsibilities:
- Billing Process Management: Prepare, generate, and distribute client invoices in alignment with contractual agreements and company policies
- Data Analysis & Reconciliation: Audit and reconcile billing data to identify inconsistencies, errors, or deviations from contracts; address discrepancies promptly and work to prevent future issues
- Interdepartmental Collaboration: Coordinate with Finance, Sales, Operations, and Client Service teams to gather client billing information and ensure accurate processing
- Client Communications: Serve as the primary point of contact for client inquiries regarding invoices, charges, and adjustments, ensuring prompt and professional responses
- Issue Resolution: Investigate and resolve billing discrepancies, disputes, or complex invoicing issues, providing clear explanations and solutions
- Process Improvement: Identify inefficiencies within billing processes and recommend or assist in implementing enhancements to improve accuracy, consistency, and turnaround time
- Reporting & Metrics: Prepare billing reports and financial metrics related to invoicing accuracy, collections, and payments to support internal analysis and decision-making
- Compliance Management: Ensure billing activities comply with company policies, regulatory requirements, and industry standards
- Contract Review: Validate invoicing against client contracts, pricing schedules, and service agreements, including special pricing arrangements or discounts
- Audits & Documentation: Maintain accurate, audit-ready records and support internal or external audits as required
- Refunds & Credits: Process and document credits, refunds, and billing adjustments in accordance with established approval workflows
- System Maintenance: Participate in billing system setup, enhancements, and testing of updates or new functionality
Education and Experience:
- Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field preferred
- Equivalent combination of education and relevant professional experience will be considered
- 1–3 years of experience in billing, finance operations, accounting operations, or a related analytical role
- Experience supporting client invoicing, reconciliations, or transaction-based billing in a fintech, broker-dealer, financial services, or regulated environment
- Ability to interpret contracts, pricing schedules, or fee arrangements and validate billing accuracy against agreed terms
- Experience investigating and resolving billing discrepancies, credits, and client inquiries with a high degree of accuracy and professionalism
- Exposure to cross-functional workflows involving Sales, Product, Operations, Client Service, or Finance
- Proficiency with billing systems or financial platforms; strong Excel or spreadsheet skills required (lookups, pivots, reconciliations)
- Experience supporting audits, maintaining documentation, and complying with internal controls and policies
Preferred Qualifications:
- Experience in a broker-dealer, clearing firm, payments platform, or SaaS billing environment
- Familiarity with usage-based, transaction-based, or tiered pricing models
- Experience in a high-volume or complex billing environment
- Prior client-facing experience handling billing inquiries or dispute resolution
- Exposure to data management or reporting tools such as SQL, Tableau, or Power BI
- Demonstrated ability to work effectively in cross-functional, fast-paced environments
Knowledge, Skills, and Abilities:
- Technical & Analytical: Proficiency with billing and invoicing systems. Solid understanding of financial statements, account reconciliations, and expense allocations. Advanced Excel skills, including pivot tables and lookup functions. Ability to analyze and synthesize data into actionable insights
- Attention to Detail: Strong commitment to accuracy and consistency in data entry, reporting, and audits. Ability to identify errors, anomalies, or discrepancies
- Communication: Clear written and verbal communication skills for effective interaction with clients and internal teams. Ability to explain billing concepts professionally and diplomatically
- Time Management & Organization: Ability to manage multiple priorities, meet deadlines, and maintain well-organized records
- Problem Solving: Proven ability to investigate and resolve billing issues while identifying preventative or process improvement opportunities
- Technology: Familiarity with ERP systems (e.g., NetSuite, SAP, Oracle) and billing platforms; ability to adapt quickly to new systems
- Customer Focus: Commitment to responsive, professional client service and maintaining positive long-term client relationships
Work Environment:
- Hybrid - 2x a week in office setup
- US Shift following Eastern Time Zone & US Holidays
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.
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.
