Technology Business Analyst

Socket.dev; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus program

Health plans

STD/LTD options

Life insurance

Fitness reimbursement

Paid parental leave

Volunteer time

PTO

ESPP

401(k) matching

Job summary

Redwood Trust is seeking a Technology Business Analyst to support finance transformation initiatives by bridging business stakeholders and technical teams. Responsibilities include gathering requirements, documenting workflows, and delivering reporting, automation, and system enhancements using SQL and Python.

The role focuses on data analysis across GL, subledger, and trading data, with engagement in integrations and testing.

Qualifications

• 3–6+ years of experience as a Business Analyst in Finance Transformation, Treasury Technology, or Financial Systems projects
• Strong understanding of core finance/treasury processes (trade capture, margin management, funding, subledger accounting, reconciliations, reporting)
• SQL: write intermediate-to-advanced queries (joins, aggregations) to investigate and validate data
• Python: pandas for data analysis and scripting small automations
• Experience with platforms like Bloomberg TOMS/MARS, Workday, FIS or similar systems
• Familiarity with Jira/Confluence and Agile delivery methods
• Bachelor’s degree in finance, Accounting, CS, IS, or related field

Responsibilities

• Partner with finance, treasury, and operations to understand current-state processes
• Gather, document, and prioritize business and functional requirements for finance/treasury systems
• Create process maps, user stories, and functional specifications
• Convey business requirements to technical teams to ensure alignment
• Document workflows to support system enhancements
• Support integrations between front-office, treasury, and accounting subledger systems
• Write and optimize SQL queries to investigate data issues and support root-cause analysis
• Use Python for data manipulation and lightweight reporting scripts
• Perform data profiling and quality checks across finance data sets
• Deliver small fixes, configuration changes, and enhancements independently
• Support data mapping and reconciliation between systems
• Design and deliver reporting and automation solutions
• Design and execute test cases/scripts for UAT
• Validate reports, interfaces, and reconciliations post-enhancement

Skills

Business analysis

Stakeholder communication

Agile

Data analysis

Education

Bachelor’s degree in finance, Accounting, CS, IS, or related field

Tools

SQL

Python

Jira/Confluence

Job description

Technology Business Analyst

Role Summary

We are seeking a Technology Business Analyst to support finance transformation initiatives. This role will bridge business stakeholders and technical teams by gathering requirements, analyzing data, documenting workflows, supporting integrations, and helping deliver reporting, automation, and system enhancement projects. This role serves primarily as a Business Analyst, with the ideal candidate combining strong business analysis skills with hands‑on technical ability (SQL/Python) to independently investigate issues, deliver small fixes/enhancements, and perform data analysis — reducing dependency on developers for routine tasks.

Key Responsibilities

Business Analysis & Requirements

• Partner with finance, treasury, and operations stakeholders to understand current-state processes and pain points across trading, margin, funding, and subledger accounting workflows
• Gather, document, and prioritize business and functional requirements for finance/treasury systems
• Create process maps (current-state/future-state), user stories, and functional specifications
• Convey business requirements and context to technical teams to ensure alignment
• Document workflows and business processes to support ongoing system enhancements

Integration & Systems Support

• Support integrations between front-office, treasury, and accounting subledger systems
• Assist in defining and validating data flows and interface specifications between systems
• Coordinate with technical teams on integration testing and issue resolution

Data Analysis & Technical Support

• Write and optimize SQL queries to investigate data issues, validate reconciliations, and support root‑cause analysis across trade, margin, and subledger data
• Use Python for data manipulation, automation of repetitive tasks, and building lightweight analysis/reporting scripts
• Perform data profiling and quality checks across finance data sets (GL, subledger, trade/position data, margin calls)
• Deliver small fixes, configuration changes, and enhancements independently, reducing turnaround time on minor defects
• Support data mapping and reconciliation between front-office/treasury systems and the accounting subledger
• Support the design and delivery of reporting and automation solutions for finance and treasury stakeholders

Testing & Quality

• Design and execute test cases/scripts for UAT
• Validate reports, interfaces, and reconciliations post-enhancement or post go-live
• Troubleshoot data discrepancies using SQL before escalating to development teams

Required Skills & Qualifications

• 3–6+ years of experience as a Business Analyst in Finance Transformation, Treasury Technology, or Financial Systems projects
• Strong understanding of core finance/treasury processes (trade capture, margin management, funding, subledger accounting, reconciliations, reporting)
• SQL: Ability to write intermediate‑to‑advanced queries (joins, aggregations) to investigate and validate data independently
• Python: Working knowledge for data analysis (pandas), scripting small automations, and supporting enhancement/fix development
• Experience with at least one of the following platforms: Bloomberg TOMS/MARS (trade order management/multi‑asset risk system), Workday (financials/HCM), OptiFunder (warehouse funding optimization), Acadia Margin Manager (collateral/margin management), FIS (treasury/financial systems suite), Accounting Subledger platforms (TPG, SBO, or similar)
• Familiarity with Jira/Confluence and Agile delivery methods
• Strong stakeholder communication skills — able to translate between business, treasury/trading, and technical teams
• Prior experience in banking, asset management, mortgage finance, treasury operations, or capital markets operations
• Bachelor’s degree in finance, Accounting, Computer Science, Information Systems, or related field

Nice to Have

• Exposure to data migration/ETL concepts between trading systems and accounting subledgers, including understanding of APIs, batch jobs, data feeds, reconciliations, and financial reporting processes
• Basic understanding of financial controls, margin/collateral processes, and audit requirements

Compensation & Benefits

A reasonable estimate of the total compensation range for this role is $110,000.00 150,000.00. The actual salary offer will depend on job‑related factors including education, geographic location, training, licensure and certification, and experience. CoreVest also offers a competitive benefits package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company-sponsored life insurance, fitness reimbursement, paid parental leave, volunteer time, Paid Time Off, ESPP, and 401(k) matching.

Equal Opportunity Statement

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.