• Lead the card operations squad, ensuring deadlines are met and delivery quality • Participate in the daily financial reconciliation routine for card products (issuer and acquirers), ensuring operations properly reflect the accounting-financial position • Monitor and control volumes processed and settled for card transactions • Track and handle discrepancies in authorization files, settlement files, refunds/reversals, chargebacks and financial settlements from card brands and acquirers • Perform daily closing to review and reconcile financial balances and suspense/transit accounts • Manage the payment schedule to card brands and monitor balances related to the issuer card product • Maintain operational relationships with acquirers and card brands • Interact with internal areas: Treasury, Accounting, Product and Technology, to resolve inconsistencies and drive continuous improvement • Support the monthly closing process, ensuring all financial events are properly reconciled • Map and implement financial flows for new card operations • Participate in projects to onboard new card brands and system integrations • Identify opportunities and lead process automation initiatives using no-code/low-code tools and AI • Produce management reports and present area KPIs to management and partner teams • Monitor regulatory and operational updates from card brands, assessing impacts on reconciliation processes • Support internal and external audit requests • Ensure documentation and mapping of the area’s processes.

• Support the Source-to-Pay process, including requisition tracking and purchase order management, under guidance • Ensure all procurement activities adhere to internal governance, financial controls, and policy requirements • Maintain accurate records across procurement systems (SAP, Ariba, Coupa), ensuring data integrity and audit readiness • Support contract lifecycle tracking, including Statements of Work (SoWs), extensions, and renewals • Support coordination of approvals, workflows, and documentation processes (e.g. SoWs, procurement requests) • Provide administrative support to coordination activities across Digital, Procurement and Finance • Track and maintain budget data, ensuring alignment with approved financial plans • Produce regular and ad hoc reporting on spend, commitments, and forecast position • Support timely and clear communication of budget performance to stakeholders

Role Description We are seeking a highly organized and detail-oriented Operations Office Administrator to join our Digital Operations team, with primary focus on Source-to-Pay (S2P) administration and Project Management Office [PMO]. This role plays a key part in managing and supporting source-to-pay processes, with a strong focus on budget tracking, reporting, and clear communication to senior stakeholders. The role will also support PMO activities, such as data management, reporting, and process coordination. The ideal candidate will bring practical experience with SAP, Ariba, and Coupa, alongside organizational skills to ensure accurate financial tracking and effective operational support. Qualifications - Undergraduate Degree in Business, Finance, Operations, or a related field, or equivalent practical experience in a PMO, procurement, or Source-to-Pay (S2P) environment - Familiarity with procurement or finance systems (e.g. SAP, Ariba, Coupa) - Experience in budget tracking and financial reporting - Proficiency in Microsoft Excel and standard reporting tools - Fluent in English Requirements - Support the Source-to-Pay process, including requisition tracking and purchase order management, under guidance - Ensure all procurement activities adhere to internal governance, financial controls, and policy requirements - Maintain accurate records across procurement systems (SAP, Ariba, Coupa), ensuring data integrity and audit readiness - Support contract lifecycle tracking, including Statements of Work (SoWs), extensions, and renewals - Support coordination of approvals, workflows, and documentation processes (e.g. SoWs, procurement requests) - Provide administrative support to coordination activities across Digital, Procurement and Finance - Track and maintain budget data, ensuring alignment with approved financial plans - Produce regular and ad hoc reporting on spend, commitments, and forecast position - Support timely and clear communication of budget performance to stakeholders

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 Operations Specialist (Investor Communications) will work with both internal stakeholders and clients to ensure delivery and accurate representation of regulatory and non-regulatory communications, such as trade confirmations and statements. The Operations Specialist will help to ensure client branding and communications are clear and compliant. They will engage in daily processes and project-oriented work to make Apex Fintech Solutions a best in class solution for investor communications. Duties/Responsibilities - Core Investor Communications Operations: Assist in the preparation and review of investor documentation, including agreements, disclosures, and compliance-related materials. Ensure Investor Communications requests are processed while adhering to processing deadlines. Perform regular reconciliation to ensure compliance. - Client Service: Work with and provide assistance to internal and external stakeholders, such as Apex internal teams, third party vendors, and customers. Be responsible for ensuring that customer inquiries are completed in accordance with service level agreement guidelines. Ensure that inquiries are responded to in a professional and timely manner and escalating issues to management. Aid in the onboarding of new clients and provide supervisory oversight of communications to ensure adherence to regulatory requirements. - Supervisory Oversight, Compliance, and Risk Management: On a daily basis review and complete supervisory oversight and provide updates to management regarding any issues with client documentation or regulatory compliance. Ensure all investor communications adhere to regulatory and compliance standards. Identify documentation/processing irregularities and outline corrective measures. Identify opportunities for improving documentation processes and workflows. Education and/or Experience - Bachelor's degree in Finance, Business Administration, Communications, or a related field or equivalent experience - 2+ years of prior experience preferably in financial services - FINRA SIE and Series 7 preferred (or willingness to obtain them). Required/Skills Abilities - Familiarity with communication regulations and industry standards that govern regulatory investor communications. - Must be detail-oriented and focused on customer satisfaction - Proficiency in Microsoft 365 - Experience working with internal and external clients - Strong customer service and problem solving skills - Ability to multitask and prioritize while maintaining strong attention to detail Working Environment: - This role will work in a Nightshift schedule following Central Time Zone - Can work remotely with strong and stable internet connection - Willing to work on a hybrid setup - 2x a week in office at 4th Ave, BGC, Taguig ​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.