Finance Tech Applications Specialist

Job Summary

Our Technology Group is seeking an experienced and innovative Application Specialist to support the implementation, maintenance, & optimization of finance-related technology solutions. This role is responsible for ensuring seamless integration and workflows across all solutions, focusing on security, performance, & scalability to ensure technology solutions meet business goals and requirements.

• Manage technology-based projects including workflow mapping, communicating enhancements and issues to teams, fostering an open dialogue between front-end users & back office.
• Help users implement technology solutions in a cost-effective way by understanding client needs and communicating clearly to stakeholders, facilitators and partners.
• Understand business goals, team responsibilities, and processes to successfully test technology enhancements and integrate technology into efficient workflows.
• Work with business stakeholders and the Technology Department to define scope and objectives to ensure solution projects are in alignment with the strategic goals of the organization.
• Work closely with security and compliance teams to ensure all technology solutions adhere to required security protocols and regulatory standards.
• Proactively assess emerging technologies & innovative process improvements
• Act as a subject matter expert, providing guidance to all teams along with troubleshooting complex technical issues as they arise.
• Accountable for supporting success of both individuals on team and team as a whole.

• Bachelor’s degree in Finance, Accounting, Information Systems, or a related field
• 2+ years related experience preferred
• Understanding of Software Development Life Cycles, requirements gathering, and user interface/interaction design in an enterprise environment preferred
• Understanding of modern architectures (cloud, microservices, APIs) preferred
• Proficient in Microsoft Office applications
• Technical proficiency with a variety of software applications
• Must be authorized to work in the United States

Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.

This is an exempt, full-time salary position reporting to the VP of Enterprise Applications.

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paidshort-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Employee referral incentive bonus program
• Onsite wellness programs & rewards