MoneyGuide. Inc. is an innovative leader in the development and delivery of the online financial planning software, MoneyGuidePro.  Our products impact millions of people and are utilized in public and private companies across the United States.  Our employees feel pride in constantly improving our business and our software.  The typical MoneyGuide employee is hardworking, dedicated, and willing to go the extra mile for our customers. They are adaptive and flexible, embrace change, enjoy coming to work, and like to have fun.

Founded:  1997 Headquartered:  Powhatan
Phone:  (804) 744-5900 Website:
Software Business Analyst
1588 Oakbridge Terrace
Powhatan, VA 23139
United States of America
Full/Part Time:
Full Time
Job Type:
Years of Experience:
2 - 5 Years
Level of Education:
Bachelor's Degree


MoneyGuide, Inc. is the developer of MoneyGuidePro financial planning software. As an industry leader in innovation, we believe in providing advisors software that is smart, easy and adaptable to create friendly and meaningful goal-based financial plans for their clients. MoneyGuidePro is used by thousands of financial service professionals from small-size planning firms to large financial institutions.  We are seeking a motivated individual who will be required to gain a deep understanding of MoneyGuidePro. In addition to having a mastery of current functionality, the employee will be part of the team that works with our clients to understand their business and communicates their needs to the technical team Working with technical analysts, they will also be required to aid in the configuration of the software to meet customers’ needs, from implementation to maintenance, updates, and conversions.

Job Responsibilities and Duties: 

  • Partner and build relationships with clients to understand their business problems 

  • Manage client requests for custom development, configuration or core product enhancements 

  • Coordinate with the development team to create functional designs that satisfy the user requirements 

  • Manage business technology projects, monitor applications and provide analytical solutions to resolve technical issues

  •  Provide system configuration and application support to business clients for onboarding and upgrades


Skills and Requirements: 

  • Bachelor’s degree (degree in in Mathematics, Finance, Statistics, Economics, Computer Science, Engineering or other STEM related fields strongly preferred) 

  • General familiarity with the MGP software 

  • Baseline SQL skills 

  • Experience with JIRA / ticketing software 

  • Experience working in an Agile environment  

  • Experience, interest and aptitude in technology 

  • 3+ years experience in the financial services/financial planning industry and/or software development cycle

  •  Must enjoy working in a team environment with frequent customer contact

  •  Excellent communication and interpersonal skills

  •  Strong attention to detail and organizational skills

  •  Demonstrated skills in solving problems and responsibility for ensuring customer satisfaction

  •  Must be willing and able to handle the pressures of our fast-paced software development cycle




Language Requirements:
Manages Others:
Travel Required:
Pay Range:
to per
Pay Comments:
Version updated 5/3/2022 5:21 PM