Technical Financial Analyst

Post Date

Mar 17, 2023



ZIP/Postal Code

Aug 02, 2023 Insight Global

Job Type



Financial Planning & Analysis

Req #


Pay Rate

$80k - $100k (estimate)

Job Description

A financial technology company in Golden, CO is looking for a Technical Financial Analyst! This is a unique opportunity for someone to combine their background/interest in financial data with their technical and analytical skills. This person will be contributing to the rollout of an exciting new investment reporting system. This new product recently went live and the Technical Financial Analyst will work alongside a counterpart in this same position to help integrate customer data into this new reporting tool. The Technical Financial Analyst will interface directly with customers alongside of the sales team to collect relevant reporting information from those clients and to set up their account and configure the data in the IR system. From there, they will work with the client to verify the accuracy of the data and run monthly reports. New clients are being added each week and the goal is for this process to become more and more automated over time (although the process will always require manually integration work to be preformed by this team). The analyst will utilize Blockly to create and map rules for client reports. This is a basic programming tool often utilized for entry level developers. Experience writing SQL queries or doing any basic programming will make Blockly a breeze to learn. Reports must be manually verified for accuracy through visual checks, Excel calculations and database comparisons. The ability to automate processes and data comparisons will be beneficial. Additionally, this person can troubleshoot report issues, including analysis of complex business and mapping rules, plus communicate findings to team members. The ideal candidate has experience working with finance or accounting teams. They must also be proficient in excel and able to communicate with clients as needed. This person will collaborate closely with internal sales, BA, and product teams as well.

This company has a strong history of retaining its employees and really values their employee's work/life balance. They also have a proven track record of promoting employees internally as they become masters in the product that they are working on! This position will be majority REMOTE, but the employee must be willing to come into the office one day every two weeks to promote collaboration with the technical teams. This is a full-time position offering a salary between 80-100k with full benefits (dental, health, vision & a 401k) plus 3 weeks of PTO. If you are interested, please apply right away!

Minimum Requirements

2+ years' experience within finance or accounting (institutional finance/investments experience is a plus)

Basic data integration experience OR experience writing simple SQL queries (any relevant technical experience including coding, scripting or writing macros will be considered)

Experience communicating with external customers

Proficiency with excel (VLOOKUP & pivot tables)

Desired Skills

Experience working in an IT or software development environment

Experience working with Blockly or utilizing any coding language

Previous experience as an entry-level financial systems analyst

Automation experience

Exposure to municipal or corporate treasury and finance

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.