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…