Technical Financial Analyst Remote + AI-Driven Insights

Viewsoft Srl; New York (NY); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Fully remote

Health, dental, and vision insurance

401(k) with 3% company match

Paid time off: 15 days + 5 sick + 5 个人

Performance-based annual bonus

Job summary

ViewTrade Technology is hiring a Technical Financial Analyst to work with the Head of FP&A and Global CFO. You will pull data directly from our Snowflake warehouse, build analyses, and contribute to strategy discussions about what the numbers mean and possible actions.

This is a hands-on corporate finance role, not accounting or controllers. You will own models, write SQL, and help forecast revenue by client and region while supporting cost analysis and ad hoc requests.

Qualifications

• 1–2 years of experience as a financial analyst or data analyst.
• Working SQL: comfortable writing queries with joins and aggregations against a data warehouse.
• A working understanding of how capital markets operate at a high level, including brokers, exchanges, and clearing firms.
• Regular hands-on use of AI tools (such as Claude) for real work deliverables, with context and checks for accuracy.
• Based in the U.S. and authorized to work in the U.S. without sponsorship.

Responsibilities

• Own models currently running and improve them as you learn.
• Query Snowflake directly and write/maintain SQL behind your models.
• Build and maintain forecasts and analyses used by leadership.
• Break down revenue by client, region, and type across income lines.
• Automate recurring work and ensure checks for accuracy.
• Document models and processes for easy handover.

Skills

Financial analysis

Capital markets knowledge

AI tooling usage

Tools

SQL (data warehouse)

Snowflake

Claude Cowork / Claude Code

Job description

ViewTrade Technology is hiring a Technical Financial Analyst to work with the Head of FP&A and Global CFO. You will pull data directly from our Snowflake warehouse, build analyses, and contribute to strategy discussions about what the numbers mean and possible actions.

This is a hands-on corporate finance role, not accounting or controllers. You will own models, write SQL, and help forecast revenue by client and region while supporting cost analysis and ad hoc requests.