FSI Techno-Functional Analyst

We are seeking an experienced Techno-Functional Analyst to guide our technology team in building a cutting-edge PnL, IP Valuation, Reconciliation, and Exception Adjustment tool.

The ideal candidate will have a strong understanding of financial products, valuation methodologies, and basic accounting standards, ensuring that solutions align with business objectives and industry best practices.

• Collaborate with technology teams to design, develop, and implement PnL, IPV, Recon, and Exception Adjustment tools.
• Act as a liaison between business and technology teams, translating business requirements into technical specifications.
• Guide development teams in understanding complex financial concepts for accurate implementation.
• Conduct analysis and validation of financial data to ensure tool reliability and accuracy.
• Provide insights on valuation methodologies and accounting standards to enhance tool effectiveness.
• Lead workshops and meetings to gather requirements and align on project goals.
• Identify and resolve discrepancies or exceptions in financial data.
• Stay updated on industry trends and emerging technologies to improve tool capabilities.

• Must work onsite at client location in Charlotte, NC or Jersey City, NJ at least 3 days/week.
• Minimum 5 years of experience in a techno-functional role within financial services.
• Minimum 5 years of experience with financial products (derivatives, equities, fixed income, etc.).
• Minimum 5 years of experience with valuation methodologies and basic accounting standards.
• Proven experience guiding technology teams in developing financial tools or systems.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication and interpersonal skills for cross-functional collaboration.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in tools such as Excel, SQL, or similar analytical applications.