Excel/VBA Specialist
LearnVest - New York, NY

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As a dedicated member of the product technology team, you will work closely with the product owner(s) responsible for LearnVest's proprietary financial planing software. This will include work on back-end and front-end projects that impact the overall delivery of financial planning advice, the evolution of the software and the application of the LearnVest philosophy across the advice tools. You will be responsible for creating pilot platforms, enhancing existing programming, and some Quality Assurance checks when new releases occur. In addition to working with the product owner(s) you will gain experience in UI/UX, algorithmic programming, visual design and personal financial planning. Responsibilities:
Interact daily with Financial Planners via email and respond quickly to requests for support, in the style of a help-desk
Perform maintenance, testing, and quality control on formulas, macros, and formatting (including conditional formatting and data validation)
Write Excel formulas and VBA macros as needed to supplement existing software
Dynamically adjust the look and feel of worksheets based on requests from management
Report to planning team regularly on status of outstanding reported issues and new version releases
Maintain version control and release notes of software and release hotfixes as needed

Experience with writing and debugging complex Excel formulas
Fluency in VBA
Extreme attention to detail.
Flexibility to deal with frequently changing requirements
Competent communicator – able to explain complex technical concepts to nontechnical users
Experience with large scale financial modeling and a basic understanding of personal financial planning concepts strongly preferred