Technical Financial Analyst

Overview

This role is for a Technical Financial Analyst supporting corporate finance and FP&A activities. You will work directly with the Head of FP&A and the Global CFO, owning analysis end-to-end—from extracting source data to building models and participating in strategy discussions based on the results.

“Technical” means you work from the source data. You will query the company’s Snowflake data warehouse directly rather than relying on exported files.

Responsibilities

First 90 days

• Learn how broker trading activity translates into revenue for the organization, working closely with the Head of FP&A.
• Take ownership of existing models and improve them as you learn the business.
• Build fluency with the Snowflake warehouse and the data behind each revenue line.
• Establish working relationships with business unit owners and technology teams that supply data.

Ongoing

• Break down revenue by client, region, and type across main income lines, including transaction fees, payment for order flow, and interest income, working toward daily visibility.
• Write and maintain SQL behind models by querying Snowflake directly.
• Build and maintain forecasts and the analysis used to support leadership decision-making.
• Support cost analysis and ad hoc requests from senior leadership.
• Automate recurring work and implement checks to help ensure number integrity.
• Document models and processes so others can use and maintain them.

Requirements

Must Have

• 1–3 years of experience as a financial analyst or data analyst.
• Working SQL experience, including comfort writing queries with joins and aggregations against a data warehouse.
• Strong Excel modeling skills.
• A working understanding of capital markets 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, including understanding what context and checks are needed for accurate results.
• Based in the U.S. and authorized to work in the U.S. without current or future sponsorship.

Preferred Qualifications

• 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.

Compensation & Benefits

• Salary: 80,000 - 90,000 USD per annum
• Fully remote; no office attendance required.
• Health, dental, and vision insurance fully paid for you and your spouse.
• 401(k) with a 3% match.
• 25 days off per year: 15 days PTO, plus 5 sick days and 5 personal days.
• Performance-based annual bonus.

Location

• Fully remote.
• Because clients and colleagues span Asia-Pacific, EMEA, and the U.S., you’ll work outside the typical 9–5 Eastern a few times a week.
• Must be based in the U.S. and authorized to work in the U.S. without current or future sponsorship.

Additional Information

Offer of employment is contingent on successful completion of a background check. The organization considers qualified applicants with arrest and conviction records in a manner consistent with applicable law, including the California Fair Chance Act and other state and local fair chance hiring laws.

Reasonable accommodation is available for applicants and candidates during the application or interview process.