Financial Software Engineer III

Forrest T. Jones & Company; Kansas City (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Company-paid medical

401(k) with company matching

Generous paid time off

STD/LTD insurance

Job summary

Forrest T. Jones & Company, Inc. in Kansas City, MO, is seeking a Financial Software Engineer III to design, develop, and maintain databases and reporting solutions that support financial operations.

The role collaborates with Finance, Accounting, Admin, and IT to deliver auditable data processes, data integration, and high-performance reporting, ensuring accuracy and compliance. Candidates should have strong SQL Server, SSIS/SSRS, Power BI, and data warehousing experience with a focus on

Qualifications

• 3–5 years in financial data, reporting, or accounting data environments.
• Strong SQL Server development and database design skills.
• Experience with SSIS/SSRS and data warehousing concepts.
• Ability to work with cross-functional teams and maintain data accuracy.

Responsibilities

• Analyze, define, and document data, workflow, interfaces, auditing, reporting, and production configuration.
• Design, develop, test, implement, and maintain database and reporting solutions supporting financial/operational objectives.
• Develop and support data integration between internal and external systems ensuring accuracy and completeness.
• Ensure data flows have audit, validation, error handling, monitoring, and reporting steps.
• Provide accurate effort estimates to leads and project teams.
• Deliver testing support including design, execution, and documentation of test scripts.
• Communicate effectively with technical and non-technical audiences.
• Maintain confidentiality and work with diverse teams.

Skills

SQL Server

T-SQL Queries

SSIS

SSRS

Power BI

Data Warehousing

Auditing & Data Quality

ETL Development

Education

Bachelor's degree in Computer Science

Tools

SQL Server

SSIS

SSRS

Power BI

IAS (Insurance Accounting Software)

ADF

Job description

Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.

Position Summary

The Financial Software Engineer III is responsible for designing, developing, maintaining, and optimizing databases and reporting solutions that support financial and accounting operations. This role partners closely with Finance, Accounting, Admin, and IT teams to develop reliable data integrations, financial reporting, reconciliations, and dataquality initiatives that ensure the accuracy, integrity, and availability of critical business data.

The ideal candidate combines strong technical expertise with a solid understanding of financial systems, data governance, and software development best practices. This position plays a key role in supporting business decision‑making through scalable, auditable, and high‑performance data solutions.

• Analyze, define, and document system requirements for data, workflow, logical processes, interfaces with other systems, auditing, reporting requirements, and production configuration
• Design, develop, test, implement, and maintain database and reporting solutions that support financial and operational objectives
• Develop and support data integration processes between internal and external systems, ensuring data accuracy, consistency, and completeness
• Adhere to established coding standards and procedures, including participation in the peer review process
• Ensure that each data flow has robust audit, data validation, error handling, monitoring, and reporting steps to always ensure accuracy and completeness of loaded data
• Provide accurate effort estimates to the Team Lead and/or Project Manager and project teams as appropriate
• Deliver testing support including the design and execution and documentation of test scripts
• Strong analytical and problem‑solving skills
• Strong communication, presentation, and relationship management skills
• Experience working in a team‑oriented, collaborative environment
• Ability to work with diverse teams
• Ability to maintain confidentiality
• Performs other related duties as assigned and required
• Strong understanding of accounting and financial data, concepts, and principles
• Advanced analytical, troubleshooting, and problem‑solving skills
• Excellent verbal and written communication skills with the ability to communicate technical concepts to both technical and non‑technical audiences
• Strong organizational and time‑management skills with the ability to manage multiple priorities and deadlines
• Ability to build effective working relationships across business and technical teams
• Demonstrated commitment to quality, accuracy, and continuous improvement
• Ability to work independently while contributing effectively within a collaborative team environment

Technical Qualifications

• Advanced proficiency in Microsoft SQL Server development and database design
• Experience developing complex T‑SQL queries, stored procedures, views, functions, and performance optimization techniques
• Hands‑on experience with: SQL Server Integration Services (SSIS)
• SQL Server Reporting Services (SSRS)
• Data warehouse and ETL development concepts
• Database performance tuning and troubleshooting
• Source control and change management proc esses
• The ability to work accurately and diligently under pressure, on multiple projects within your project timeframes
• Experience with CTE’s and temporal tables is a plus
• Experience with Power BI is a plus
• Experience documenting and following specifications with complex business logic
• Experience with the Insurance industry is a plus
• Experience with IAS (Insurance Accounting Software) is a plus
• Experience with ADF is a plus

Requisites

• Financial and accounting reporting and data – 3 to 5 years
• SQL development in SQL Server 2014 and above – 3 to 5 years
• SSRS reports in SQL Server 2014 and above – 2 to 3 years
• SSIS development in SQL Server 2014 and above – 2 to 3 years
• Solid understanding of databases and data processing

We offer comprehensive benefits to full‑time employees including company‑paid medical, STD, LTD and life insurance plus voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more.

We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.

ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON THE PASSING OF A DRUG SCREEN AND BACKGROUND CHECK.