Finance Business Analyst

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Role Description

The Finance Business Analyst will support the ongoing validation and testing of our finance data warehouse. The Finance Business Analyst will work closely with business leaders, functional leaders, organizational units, and subject matter experts to ensure the accuracy of the financial reporting platform. The Finance Business Analyst will be responsible for executing the day-to-day validation, QA, change management, and enhancement tracking of the finance data warehouse.  This includes writing requirements and test plans for PostgreSQL environments, business intelligence tools & technologies, and preparing documentation for SOX quarterly walkthroughs.  This role is approximately 90% business and 10% technical.

The Position

We are looking for a unique individual who has finance business acumen combined with project management experience for BI and PostgreSQL environments.  

Key aspects of the role include:

  • Responsible for monthly close and reporting validation assisting the team with review of revenue journal entries and account analysis
  • Validate PostgreSQL PL/pgSQL functions and ETL data output
  • Write and execute test plans, document test results, and reconcile data across different platforms to ensure accuracy
  • Review code changes, Tableau report output
  • Prepare quarterly and yearly SOX documentation and attend SOX walkthroughs.
  • Work directly with the Revenue team to gather and write requirements for new acquisitions
  • Create, categorize, and track JIRA tickets through completion to satisfy SOX and change management requirements for new and existing logic, including reports
  • Validate logic changes required for upstream and downstream applications impacting the warehouse
  • Serve as a SOX technical reviewer for logic changes performed by the Operations Engineer 

Minimum Qualifications

  • 8-10+ years of experience with hands-on roles in database administration, BI tools, project management, finance, or related fields.
  • At least 1 year PostgreSQL and pgAdmin experience
  • Experience working in the financial services industry or supporting an internal, corporate finance function
  • BA/BS in Accounting, Finance, Business Administration, Computer Science, or related field
  • Experience in database engineering/optimization including strong expertise in PostgreSQL best practices, queries, and frameworks
  • Experience in BI tools and processes (Tableau and Looker preferred)
  • Basic financial acumen
  • Experience in project management practices, methodologies, and leading projects through the full lifecycle of inception to launch
  • Strong understanding of database best practices and functionality
  • Strong data management abilities
  • A documented history of successfully driving projects to completion
  • A demonstrated ability to understand and articulate complex requirements
  • Experience using a variety of database technologies such as PL/pgSQL
  • Strong analytical and problem-solving skills, with demonstrated intellectual and analytical rigor

Desired Qualifications

  • Familiarity with Tableau and Looker
  • Experience using a variety of database technologies such as Postgres
  • Experience with SOX controls and compliance
  • Experience validating financial reporting solutions
  • Working knowledge of financial systems
  • Experience in life science, healthcare industries, or diagnostics segment
  • Domain knowledge in clinical genetics

Location: Preference is San Francisco, but remote U.S. location ok

At Invitae, we value diversity and provide equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

#LI-Remote

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Technology we use

  • Engineering
    • C++Languages
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    • MongoDBDatabases
    • PostgreSQLDatabases

Location

Conveniently located minutes from downtown Boulder via Pearl Street or the Goose Creek Path. Easily commutable from all directions.

An Insider's view of Invitae (Formerly ArcherDx)

What’s the vibe like in the office?

Collaborative - when I walk through the Invitae office at any time of day, I can see cross-functional collaboration in action. Our team members are constantly connecting in structured and unstructured meetings to solve problems and achieve goals.

Sarah

Corporate Recruiter

How do you collaborate with other teams in the company?

Collaboration between functional groups is key to the Logistics team's success at Invitae. Working closely with Sales, Manufacturing, Assay Development, Customer Support, Finance and QA allows us to provide better customer service by improving our processes, troubleshoot, brainstorm new ideas, learn from each other and share our best "dad" jokes.

Judy

Logistics Manager

How do you empower your team to be more creative?

Creativity requires a break from the routine and the screen. Here at Archer the team gets creative through walks to the food trucks, lunch runs, climbing gym sessions or a few end of the week craft brews. Some of our best algorithms were developed or refined on the climbing gym mat.

Aaron

VP of Bioinformatics and Commercial Development

What are Invitae (Formerly ArcherDx) Perks + Benefits

Invitae (Formerly ArcherDx) Benefits Overview

At Invitae, our employees are the key to our continued success. Our culture is one of our most important strengths. A set of commitments we make to each other and to our customers to build a world-class organization in service of our mission. That is why Invitae proudly offers comprehensive perks and benefits program with choice and flexibility in mind.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Our remote work program includes work from home on occasion as needed.
Family Medical Leave
Restricted work hours
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Archer hosts company outings Semi-annually.
Happy Hours
Relocation Assistance
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $5250.
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Time allotted for learning
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