Manager, Data Operations

Apex Fintech SolutionsAustin, TX
1dHybrid

About The Position

As a Manager, Data Operations within Apex Tax and Cost Basis, you are responsible for leading and mentoring a team of data analysts. Responsibilities include, but are not limited to: solving complex data analytics problems, documenting processes and procedures, data quality, automation of manual tasks, and overseeing the daily tasks and performance within the team.

Requirements

  • Bachelor's degree in a technical field (or equivalent work experience) required
  • 5+ years prior experience in data analysis, business intelligence, data science, and intelligent automation
  • 2+ years of people management experience preferred
  • Experience with reporting, dashboards, visualization tools, and analytical/modeling software (SQL, ETL, APIs a plus)
  • Proven ability to communicate complex, technical concepts to broad based stakeholder audience
  • Exceptional communication, stakeholder engagement, and change management skills
  • Advanced SQL skills
  • Understanding and familiar with artificial intelligence LLMs (e.g. GPT, Claude, Gemini, etc.)
  • Exceptional analytical skills
  • Detail oriented problem solver with a strategic mindset
  • Ability to adapt on the fly in a rapidly changing environment
  • Continuous improvement mindset, an outside the box thinker
  • Understanding of financial services industry – particularly cost basis and tax reporting

Responsibilities

  • Evaluating data flows for improvement, development and implementing solutions.
  • Ensuring solutions meet business needs and requirements.
  • Communicate results and trends to management with recommendations for change.
  • Build, maintain, and improve reporting to measure and track performance and understand desired customer behavior and use of the data output.
  • Performing software and data quality testing (Understanding the full end to end process and desired outcome).
  • Updating, implementing, and maintaining written procedures.
  • Develop and maintain data visualizations that help business leaders make decisions.
  • Collaborate cross functionally with Tax and CB Operations, Product and Development teams.
  • Managing resources and priorities for the team to ensure successful and timely outcomes.
  • Monitoring deliverables and ensuring timely completion of teams’ tasks and projects.
  • Developing automated solutions to streamline the end-to-end process from input data to tax form outputs reducing manual intervention.
  • Monitor and Track team’s workload and goals.
  • Foster teamwork and recognition within the team.
  • Utilization of AI to automate manual tasks across Tax and Cost Basis Operations

Benefits

  • healthcare benefits (medical, dental and vision, EAP)
  • competitive PTO
  • 401k match
  • parental leave
  • HSA contribution match
  • paid subscription to the Calm app
  • generous external learning and tuition reimbursement benefits
  • hybrid work schedule
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