Technical Financial Analyst

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $80k - $90k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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ViewTrade Holding Corp.

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2000

💼 Consulting

📦 Logistics

💳 Fintech

Consulting • Logistics • Fintech

ViewTrade Holding Corp. is a technology and brokerage services provider established in 2000, specializing in delivering innovative solutions for retail investment experiences globally. Serving over 300 firms, from startups to established financial institutions, ViewTrade combines modern technology with personalized support to facilitate great customer experiences. They offer flexible API solutions and focus solely on empowering their clients instead of competing with them, making them a valuable partner in the financial services sector.

📋 Description

• Learn the business, including how a broker’s trading activity turns into revenue, working closely with the Head of FP&A • Take ownership of existing models and improve them • Become familiar with the Snowflake warehouse and data behind each revenue line • Build relationships with business unit owners and technology teams supplying data • Break down revenue by client, region, and type across transaction fees, payment for order flow, and interest income • Write and maintain SQL queries against Snowflake • Build and maintain forecasts and analysis for leadership decision-making • Support cost analysis and ad hoc requests from senior leadership • Automate recurring work and build checks for data accuracy • Document models and processes for others to follow

🎯 Requirements

• 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 • Experience with Snowflake specifically (nice to have) • Experience with Claude Cowork or Claude Code, including creating Skills, Artifacts, Shared Projects, and context files (nice to have) • Experience at a brokerage, clearing firm, or brokerage technology provider (nice to have) • Any offer of employment is contingent on the successful completion of a background check

🏖️ Benefits

• Fully remote, with no office attendance required • 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