Who is FinFolio?

• We make wealth management simpler!
• A SaaS solution that is the backoffice for professional wealth managers
• Our software reports, trades, and bills investment accounts
• Founded in 2008, we recently re-launched our product to rave reviews
• 20+ employees, 50% are remote, grew 100% over 24 months
• Exciting early-stage startup, well funded, adding 2 new clients each month
• Passionate and excited about great software and making our clients happy

What will you do at this job?

• Work with financial data from many custodians, brokers and legacy accounting systems
• Manipulate data for accounts, transactions, custodial balances, tax lots, securities, prices, etc.
• Develop and maintain custom load/transform tools for FinFolio’s SQL database.
• Import and normalize data and reconcile errors using SQL queries, FinFolio desktop software and other 3rd party and internal tools.
• Provide 2nd tier support to data conversion and import teams, solving problems like why transactions are not impacting balances correctly, why account data does not match, etc
• Makeg changes in our C# and SQL codebases and come up with your own improvements.
• Work directly with clients to request data extracts and presenting your work product
• Help maintain server infrastructure including infrastructure and general software development.

What qualifications will help me be successful at FinFolio?

• Advanced SQL skills required (SQL Server specifically is a plus).
• Intermediate C#
• JavaScript, PowerShell, Windows DOS, Excel and other scripting tools are a plus
• Excellent written and verbal communication skills.
• Experience working directly with clients.
• Must be reliable and self starting, with a strong attention to detail, able to manage multiple deadlines and projects.
• Familiarty with IT / infrastructure is a plus.
• Investment finance knowledge is a plus.

 What tools do we use?

• Hangouts for video, telepresence and meetings
• Slack for intra-office communication
• GMail for communication with clients and data vendors
• Zenefits for HR and payroll
• Google Drive for documents, spreadsheets, etc.
• Hubspot for contact management and help desk

Why should you work here?

• Work with a team that is excited and passionate about what they do
• Help support an amazing, best-in-class product that is fun to use
• Competitive salary + health/dental + paid time off + 401K match
• Interact with interesting and successful financial advisor clients
• Training and visits to our fun co-working office in Denver RINO:
  https://www.denver.org/about-denver/neighborhood-guides/river-north-art-district/

Location: US Locations Only
Apply to: [email protected]