Financial Formula Writer

Closed
The ReFrame Group
Vancouver, British Columbia, Canada
Sherry Han
Community Experience Coordinator
(1)
3
Preferred learners
  • Anywhere
  • Academic experience
Categories
Accounting Operations Project management Information technology
Skills
financial technology (fintech) mathematics willingness to learn wireframing financial services certified financial planner team building software development non-disclosure agreement (intellectual property law)
Project scope
What is the main goal for this project?

Number of positions available: 1

The ReFrame Team is looking for a mathematically inclined person with experience in software development. We are currently developing a FinTech Project that will build financial plans for our clients utilizing mathematical formulas to make recommendations, based on individual situations. The wireframes have been completed and the project is currently being coded. We are seeking the help of someone who can help write the formulas that will be the basis of the recommendations.

Getting started:

After signing an NDA, the student will meet the team building the project. They will work directly with a Certified Financial Planner, a web developer, and a leading coder in the industry. This exciting project has gained interest from several investment firms and is a great opportunity to gain insight into the FinTech and financial services world. At The ReFrame Group, we like to develop relationships and help like-minded students in any way we can with future endeavors.

This project will include:

  • Writing formulas that can be entered into the software to give recommendations.
  • Working directly with financial professionals, web developers, and coders
  • Virtual meeting check ins with ReFrame member to collaborate and track progress

Qualifications & Skills:

  • Proficient in Microsoft Excel
  • Ability to write financial formulas
  • Attention to detail & willingness to learn
About the company

We are the antithesis of the classic Insurance Broker.

Here at The ReFrame Group, we live by a shared belief that what we do matters and makes a difference. Our actions are directed by the intention of creating health, wealth, and wellness for the people in our community as we strive towards the goal of making their lives better, easier & safer.

The design thinking approach behind our service challenges the assumptions often made in, and about, the insurance industry. We’ve redesigned how we measure success, placing our client relationships and service delivery at the pinnacle of our approach. Our purpose is to help people thrive today and protect tomorrow. We are proud to be a Certified B Corporation.

The ReFrame Group began as an employee group benefits & retirement savings advisory. From this foundation we have expanded our services into individual and commercial insurance solutions, bringing on new team members with a combined 25 years of industry experience.