Technical Financial Analyst

Viewsoft Srl; United States; A distancia; USD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work

Health insurance

Dental and vision

401(k) with company match

Paid time off

Performance-based bonus

Descripción de la vacante

ViewTrade Technology builds capital markets infrastructure for financial institutions worldwide. This Technical Financial Analyst role works directly with the Head of FP&A and Global CFO to pull data, build analyses, and contribute to strategy discussions by interpreting the numbers.

You’ll query Snowflake, break down revenue by client and region, write SQL, build forecasts, automate recurring work, and document models for leadership use.

Formación

• 1–3 years of experience as a financial or data analyst.
• Proficient SQL with joins and aggregations on a data warehouse.
• Strong Excel modeling skills.
• Understanding of how capital markets operate at a high level.
• Hands-on use of AI tools (Claude) for deliverables with checks.
• Based in the U.S. and authorized to work in the U.S. without sponsorship.

Responsabilidades

• Query Snowflake directly and build revenue models.
• Break down revenue by client, region, and income line.
• Write and maintain SQL behind models.
• Build forecasts and provide analysis for leadership decisions.
• Automate recurring work and document models and processes.
• Collaborate with business units and data teams for data quality.

Conocimientos

SQL

Excel

Data analysis

Capital markets

AI tools

Herramientas

Snowflake

Claude

Descripción del empleo

About ViewTrade

ViewTrade Technology builds capital markets infrastructure for financial institutions around the world. We provide clearing, execution, and the technology behind them to brokers, primarily across Asia-Pacific and EMEA. Our finance team is small, works closely with leadership, and covers multiple operating entities.

About the Role

We’re hiring a Technical Financial Analyst to work directly with our Head of FP&A and Global CFO. This role runs the full range: you’ll pull the data yourself, build the analysis, and take it all the way to the strategy conversation about what the numbers mean and what the options are.

“Technical” means you work from the source. You’ll query our Snowflake data warehouse directly rather than waiting on someone else to send you an export.

This is a corporate finance role, not an accounting or controller role.

What You’ll Do

Your first 90 days

• Learn the business, including how a broker’s trading activity turns into revenue for us, working closely with the Head of FP&A.
• Take ownership of the models currently running, and improve them as you learn them.
• Get comfortable in our Snowflake warehouse and the data behind each revenue line.
• Build working relationships with business unit owners and the technology teams that supply our data.

Ongoing

• Break down revenue by client, region, and type across our main income lines, including transaction fees, payment for order flow, and interest income, working toward daily visibility.
• Write and maintain the SQL behind your models, querying Snowflake directly.
• Build and maintain forecasts and the analysis leadership uses to make decisions.
• Support cost analysis and ad hoc requests from senior leadership.
• Automate recurring work and build in checks so the numbers hold up.
• Document your models and processes so others can follow and pick them up.

What We’re Looking For

Must Have

• 1–3 years of experience as a financial analyst or data analyst.
• Working SQL: comfortable writing queries with joins and aggregations against a data warehouse.
• Strong Excel modeling skills.
• A working understanding of how capital markets operate at a high level, including what brokers, exchanges, and clearing firms do.
• Regular hands-on use of AI tools (such as Claude) for real work deliverables, and a clear sense of what context and checks they need to produce accurate results.
• Based in the U.S. and authorized to work in the U.S. without current or future sponsorship.

Nice to Have

• Experience with Snowflake specifically.
• Experience with Claude Cowork or Claude Code, including creating Skills, Artifacts, Shared Projects, and context files.
• Experience at a brokerage, clearing firm, or brokerage technology provider.

How You Work

• You’re curious about how the business works, not just what the numbers say.
• You think in automation, and you test your work for accuracy.
• You pick up new systems and context quickly.
• You build things others can follow, and you explain them clearly and concisely.
• You’re comfortable with ambiguity: you make a reasonable call, and you document why.

What We Offer

• Fully remote, with no office attendance required. Because our clients and colleagues span Asia-Pacific, EMEA, and the U.S., you’ll work outside the typical 9–5 Eastern a few times a week.
• Health, dental, and vision insurance fully paid for you and your spouse.
• 401(k) with a 3% company match.
• 25 days off a year: 15 days PTO, plus 5 sick days and 5 personal days.
• Performance-based annual bonus.

Equal Opportunity

ViewTrade is an equal opportunity employer. We make hiring decisions based on qualifications, merit, and business need. We do not discriminate on the basis of race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

If you need a reasonable accommodation at any point in the application or interview process, let us know and we’ll work with you.

Any offer of employment is contingent on the successful completion of a background check. We will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law, including the California Fair Chance Act and other state and local fair chance hiring laws.