Startup, small-company atmosphere * Passionate and excited about great software and making our ... Implement new clients by converting data from their old software * Assist in testing products with ...
Startup, small-company atmosphere * Passionate and excited about great software and making our ... Implement new clients by converting data from their old software * Assist in testing products with ...
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Denver, CO ยท Remote
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Loan Servicing Data Transfer Analyst - Denver, CO
Denver, CO ยท Remote
$38K - $52K/yr
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Utilize SQL, Excel, and data visualization tools to maintain and monitor Specialty pricing models ... This is a remote-based position within the Continental US. Our Company Founded in 1926, Maxor is a ...
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Utilize SQL, Excel, and data visualization tools to maintain and monitor Specialty pricing models ... This is a remote-based position within the Continental US. Our Company Founded in 1926, Maxor is a ...
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Utilize SQL, Excel, and data visualization tools to maintain and monitor Specialty pricing models ... This is a remote-based position within the Continental US. Our Company Founded in 1926, Maxor is a ...
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Utilize SQL, Excel, and data visualization tools to maintain and monitor Specialty pricing models ... This is a remote-based position within the Continental US. Our Company Founded in 1926, Maxor is a ...
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Utilize SQL, Excel, and data visualization tools to maintain and monitor Specialty pricing models ... This is a remote-based position within the Continental US. Our Company Founded in 1926, Maxor is a ...
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Utilize SQL, Excel, and data visualization tools to maintain and monitor Specialty pricing models ... This is a remote-based position within the Continental US. Our Company Founded in 1926, Maxor is a ...
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Utilize SQL, Excel, and data visualization tools to maintain and monitor Specialty pricing models ... This is a remote-based position within the Continental US. Our Company Founded in 1926, Maxor is a ...
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Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)
Arvada, CO ยท Remote
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USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... OR If advanced degree in a STEM discipline, 6 or more years' experience in data and analytics ...
Director-HR Data & Analytics
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[Remote US and Canada] Head of Product - $100K Base + Bonus / 1% Equity - Negotiable!
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Remote Data Analyst Startup information
What are the key skills and qualifications needed to thrive as a Remote Data Analyst at a startup, and why are they important?
How do Remote Data Analysts at startups typically collaborate with cross-functional teams despite working remotely?
What is a Remote Data Analyst at a startup?

Full-time
Medical, Dental, Retirement, PTO
Posted 20 days ago
Job description
Who is FinFolio?
- We make wealth management simpler!
- A SaaS solution that is the back office for professional wealth managers
- Our software reports, trades, and bills investment accounts
- 100% remote company with great benefits
- Startup, small-company atmosphere
- Passionate and excited about great software and making our clients happy
What will you do at this job?
- Discuss investments and software functionality with wealth manager clients
- Provide technical support by resolving issues and questions by phone and email
- Give webinars and 1-on-1 training to clients
- Implement new clients by converting data from their old software
- Assist in testing products with new software releases
- Help troubleshoot software bugs and work with development team to make fixes
- Build processes and procedures to help new team members
- Write and maintain documentation and articles about software functionality
What qualifications would help me be successful at FinFolio?
- Familiar with market operations (Exchanges, stocks, bonds, etc.)
- Excellent written and verbal communication skills in English
- Must be reliable and self starting, with a strong attention to detail
- Based in the USA, with a quiet home office and fast internet
- Must be tech savvy, able to write scripts and use macro languages
- Finance degree, Series 63 or equivalent experience
- Would be a plus to know FTP, SQL, DOS Batch, or REST APIs
How do we work remotely?
- You need a quiet home office, suitable for video, telepresence and meetings
- Slack & Pragli for intra-office communication (you will be on video often)
- GMail for communication with clients and data vendors
- Gusto 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 + unlimited paid time off + 401K match
- Interact with interesting and successful financial advisor clients
About FinFolio
Sourced by ZipRecruiter
Industry
Software development
Company size
11 - 50 Employees
Headquarters location
Denver, CO, US
Year founded
2008