Technical Financial Analyst

ViewTrade Holding Corp.

. Learn the business, including how a broker’s trading activity turns into revenue, working closely with the Head of FP&A .

Posted 10/14/2026full-timeRemote • United StatesJunior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical capabilities with expertise in SQL and Excel modeling to support financial analysis and forecasting. Familiarity with capital markets and experience in data management using Snowflake are essential for effective decision-making and process improvement.

Highest-signal resume keywords

SQL Query WritingExcel Modeling SkillsFinancial AnalysisData Warehouse ManagementCapital Markets Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SQLExcelFinancial AnalysisData ModelingForecasting

Soft Skills

Relationship BuildingCommunication

Tools & Technologies

SnowflakeAI ToolsClaude CoworkClaude Code

Industry Keywords

BrokerageClearing FirmTransaction FeesPayment for Order FlowInterest Income

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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