Financial QA Analyst

AssetMark Financial Holdings•Austin, TX

5d•$75,000 - $85,000•Onsite

About The Position

The Job/What You’ll Do: The QA Analyst – Financial Calculations is a hands-on role dedicated to ensuring the accuracy of the complex financial calculations that power our industry-leading software. As a QA Analyst – Financial Calculations, you will be responsible for validating everything from retirement planning tools to 401k implementations, ensuring data is correct in both the user interface and generated reports. The QA Analyst – Financial Calculations must dive deep into the business logic behind financial scenarios to catch potential bugs before they reach our clients. This position is vital for maintaining our commitment to unmatched quality and precision across our various worldwide implementations. Ultimately, the QA Analyst – Financial Calculations serves as a key collaborator between product and engineering teams to safeguard our users' financial futures. We can only consider candidates for this position who are able to accommodate a FULLY IN OFFICE work schedule and are close to our Austin, TX office.

Requirements

Strong math background or business and finance knowledge, including accounting, investments, or tax planning.
Ability to handle testing in multiple financial scenarios across the globe
Ability to understand complex concepts such as retirement accounts, contribution rules, and tax implications.
Experience writing clear, detailed test cases and validating data across UI elements and reports.
A problem-solving mindset with high motivation to find, report, and help resolve software bugs.
Personable and collaborative, with the ability to work effectively across product, engineering, and diverse teams.
Bachelors Degree in Computer Science, Finance, Accounting, Mathematics, or a related field. (Required)

Nice To Haves

3-5 years of professional experience in financial services, accounting, or tax planning, with a proven track record of performing or auditing complex calculations. (Preferred)
3-5 years of experience in a QA environment or a technical role where you were responsible for validating numerical outputs and software accuracy. (Preferred)

Responsibilities

Run manual tests against financial calculations in the UI and verify that all outputs are correct.
Write detailed test cases and scenarios based on release changes and specific financial requirements.
Review generated financial reports to ensure every calculation is accurate.
Thoroughly understand the business logic of financial features before beginning the testing process.
Document bugs clearly and work closely with engineers to debug and resolve issues.
Test implementations across multiple countries and specific bank requirements.
Collaborate with product and engineering teams to understand the full scope and requirements of new features.
Other duties as assigned.