Remote Position

[Remote] Technical Financial Analyst

🌍 Remote · United States 💼 Full-time

Note: The job is a remote job and is open to candidates in USA. ViewTrade builds capital markets infrastructure for financial institutions. The Technical Financial Analyst will work with FP&A and finance leadership to analyze revenue and costs, maintain forecasts and financial models, and support strategic decisions using data queried directly from Snowflake.

Responsibilities

  • 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
  • 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

Skills

  • 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
  • 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

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.

Company Overview

  • ViewTrade is a financial institution that powers cross-border and fintech investing by offering support, technology, and brokerage services. It was founded in 2000, and is headquartered in Jersey City, New Jersey, USA, with a workforce of 51-200 employees. Its website is https://vtinstitutional.com.
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