Financial Data Specialist (remote, full-time, early 5am EST start)

Can you wrangle hundreds of files and data feeds every day for large wealth managers? You will use a variety of tools to automate our processes and troubleshoot data problems. If you are an individual with technical aptitude and a working knowledge of investment finance you may be a good fit for our team! 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, 100% remote employees We are passionate and excited about great software and making our clients happy What will you do at this job? Starting at 5am EST, download and import data from various financial sources Complete download/import tasks by 8am EST Create and manage scripts and automation tools to download efficiently Reconcile financial data and accounts, ensuring accuracy of data Convert data from older financial systems into our system for new clients Communicate with clients and vendors about daily import problems and status Support FinFolio's software, help troubleshoot data problems, reports, etc. Write and improve processes and find ways to be more efficient and accurate What qualifications would help me be successful at FinFolio? Familiarity with market operations (Exchanges, stocks, bonds, etc.) Excellent written and verbal communication skills 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 great Would be a plus to know FTP, SQL, DOS Batch, or REST APIs What remote tools do we use? Pragli 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 (soon) 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 PTO + 401K w/ match Interact with interesting and successful financial advisor clients Fully remote company with opportunities for advancement and more responsibility