Andrew Rose

Backend-heavy fintech platforms for HSA, IRA, SEP/SIMPLE, and 401(k) operations: financial rails, integrations, front ends, and the DevOps that ships them. Promoted from Junior Software Engineer in 2024.

• Joined the HSA platform as a backend engineer before launch and automated its money movement end-to-end: mutual fund trade execution and settlement through NSCC/DTCC, NACHA/ACH processing, transfers between accounts, and customer confirms and statements for 1,700+ accounts and $15M+ in assets.
• Lead developer on a new in-house Individual IRA platform: automated contributions, online distributions, ACH and check processing, NSCC/DTCC trade execution, and IRS Form 5498 and 1099-R generation.
• Led design and development of services within the platform's 40-microservice backend (NestJS, PostgreSQL, RabbitMQ, GraphQL/Hasura), extending it from a single product into shared infrastructure for IRA, SEP/SIMPLE, and 401(k), and built the Next.js middle-office app staff use to run it.
• Built the first online experience for SEP/SIMPLE plan sponsors: a self-service employer portal for contribution and demographic uploads, enrolled employees, and bank accounts, with full audit history. It replaced a spreadsheet-and-email workflow across 25 plans and saves up to 10 hours of back-office work per week.
• Solely designed and delivered the firm's largest third-party integration: a payroll API that automates biweekly payroll and demographic feeds for 401(k) recordkeeping across 50+ employer connections (scaling toward 300), eliminating ~2 hours of manual CSV prep per employer per pay cycle.
• Built a team-wide Claude Code plugin, adopted across the engineering team, that orchestrates AI agents with shared skills, rules, and workflows for QA, code review, guardrails, and coding standards, with MCP connections into Jira, GitLab, and Graylog.
• Developed features for the firm's public websites and modernized their releases: replaced manual pushes to three load-balanced servers with Docker Swarm and GitLab CI/CD pipelines that build, test, and deploy with rollback on failure, and took over running the Swarm cluster and GitLab runners.
• Solo-built client-facing account performance reporting end-to-end, from calculation services to UI, using the Modified Dietz method for cash-flow-adjusted returns.
• Replaced the firm's fund-data provider, automating daily fund and monthly performance ingestion into downstream systems and the public site and cutting licensing costs by roughly 80%.

Enterprise IT and infrastructure in a compliance-driven environment (promoted from Technician I).

• Administered 250+ employee accounts and 500+ network devices via Active Directory while maintaining network performance, security, and uptime.
• Automated Windows imaging, deployment, and updates with PowerShell and Python, cutting provisioning and update time.
• Led compliance-driven infrastructure upgrades, deploying and configuring servers and switches to gaming-industry security standards.