Senior Data Engineer

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FinStrat Management, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

FinStrat Management, Inc. is a financial services company that specializes in providing accounting, finance, and reporting solutions for SaaS, AI-driven, and venture-backed companies. The firm offers a range of services including fractional CFO, controller, and bookkeeping, as well as VC fund accounting and administration. Additionally, they provide portfolio company monitoring and private asset tracking and reporting services tailored for high-net-worth individuals, family offices, and VCs. FinStrat leverages AI tools to enhance financial operations and deliver GAAP-compliant financial insights through web-based dashboards.

📋 Description

• Design, build, and operate FSM's AWS infrastructure: Lambda, API Gateway, SQS, RDS, Cognito, Secrets Manager, CloudWatch. • Own infrastructure-as-code (CloudFormation), CI/CD (GitHub Actions), and our multi-tenant security model — IAM roles, tenant isolation, secrets management, auditability. • Maintain FSM's security and compliance posture — least-privilege IAM, secrets management, and ongoing SOC 2 / Vanta controls, checks, and audit readiness. • Build and maintain data pipelines and the S3-based data platform feeding our agents and BI (DBT, AWS QuickSight). • Design and code intelligent agents that act on financial data through APIs and natural-language interfaces, plugging into FSM's orchestration layer. • Lead discovery sessions with client accounting, finance, and operations teams to understand their workflows, data challenges, and automation needs. • Create comprehensive documentation of automations, agent behaviors, infrastructure, and client-specific implementations.

🎯 Requirements

• 5+ years building and operating production systems on AWS, with real depth in serverless (Lambda/API Gateway), infrastructure-as-code (CloudFormation or similar), and cloud security (IAM, secrets, multi-tenancy). • Strong data engineering: Python, SQL, data pipelines, and a modern data stack (DBT, S3/data-lake patterns, a BI tool). • Solid CI/CD and Git discipline; you write reviewable code and review others' well. • Experience integrating accounting/ERP/CRM platforms (QuickBooks, HubSpot, or similar) via APIs, webhooks, or connectors. • Comfort with LLM-based tools and APIs — prompt design and evaluating agent outputs for accuracy and reliability. • Hands-on experience using AI coding tools (e.g., Claude Code) as part of your daily development workflow — planning, building, reviewing, and documenting code with them. • Demonstrated experience working directly with clients or business stakeholders — leading discovery, presenting findings, managing expectations, not just coding behind the scenes. • You take positions and own decisions. Under ambiguity you form a recommendation, explain your reasoning, and drive it — rather than waiting to be told. • You communicate clearly under pressure — status, trade-offs, and blockers surfaced early — with technical and non-technical audiences alike. • Excellent verbal and written English; strong overlap with US Eastern hours.

🏖️ Benefits

• Unlimited vacation • Ongoing education and training • Bonuses