Financial Analyst responsible for financial analysis and reporting at SCP Health. Collaborating with teams to support planning, budgeting, and key performance metrics.
About the role
- Financial Engineer providing subject matter expertise in quantitative analysis and financial modeling for wealth management. Collaborating with clients and product teams to enhance portfolio and client management.
Responsibilities
- Master and demonstrate deep knowledge of the d1g1t product suite.
- Act as a subject matter expert and trusted advisor, guiding customers through successful implementation and providing best practice recommendations.
- Independently resolve complex technical issues during data migration and integration.
- Lead implementation calls and tailored training sessions aligned with client workflows and objectives.
- Maintain strategic implementation roadmaps, ensuring timely achievement of milestones.
- Proactively identify and mitigate project risks, roadblocks, and delays.
- Translate client workflows and business requirements into clear technical specifications and actionable use cases.
- Drive product adoption by effectively communicating features, integrations, and optimization opportunities.
- Collaborate cross-functionally to launch, position, and scale new client integrations.
- Develop and maintain comprehensive project documentation and training resources.
- Test and validate to ensure the d1g1t platform is working as intended and obtain client acceptance through numerical validation of results and testing of workflows.
- Assist sales team during pre-sales by performing product demonstrations, answering technical queries, and supporting proof-of-concept engagements.
Requirements
- Post secondary degree in math, quantitative finance, computer science, engineering.
- Minimum two years in related onboarding or implementation roles, ideally within SaaS environments coupled with Strong technical skills including Python scripting, Excel/CSV data mapping, data migration, and troubleshooting.
- Proven ability to learn complex technologies rapidly, including APIs, database systems, and scripting.
- Exceptional communication and logical problem-solving skills.
- Demonstrated project management capabilities, adept at managing multiple concurrent client projects.
- Skilled at writing understandable and concise technical documentation.
- Comfortable working independently and collaboratively in a hybrid/remote work environment.
Benefits
- Excellent opportunity to join a fast-growing Fintech startup.
- Working in a culture of collaboration and innovation where your voice is valued and given importance.
- Competitive compensation package with bonus and comprehensive healthcare benefits.
- Employee and Family Assistance Program.
- Fitness and Wellness Credit.
- Continuing Education Allowance.
- Flexible hours and hybrid-work policy (The Financial Engineering Team comes to the office Mondays and Thursdays).
- Ability to work abroad for up to 2 months in a year (some conditions apply).
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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