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Boldin · 1 day ago

Financial Modeling Analyst

United States

Full-time

Remote

Mid Level

$105K/yr - $140K/yr

Boldin is a comprehensive financial planning platform dedicated to making financial confidence accessible to everyone. The Financial Modeling Analyst will act as a liaison between internal stakeholders and customers, focusing on improving financial planning models and enhancing user experience through detailed analysis and clear requirements.

Financial ServicesFinTechRetirement

Responsibilities

Triage requests and insights from customers, support, coaches, advisors, and internal teams

Distill feedback into a prioritized backlog of continual improvements to the model and planning experience

Identify themes, recurring issues, and emerging opportunities

Translate ideas and problems into clear, actionable, well-scoped requirements

Drive clarity by asking thoughtful, probing questions and ensuring alignment across engineering, design, and product

Maintain crisp documentation for models, scenarios, and expected outcomes

Determine the breadth of model scenarios that should be included in testing (edge cases, user realities, complex life events)

Validate calculations across diverse scenarios to ensure correctness and stability, including edge cases

Partner with engineering to diagnose model discrepancies and propose fixes

Explore potential new financial models (e.g., tax, allocation, estate planning, guardrails) and define their purpose, value, and mechanics

Propose enhancements that improve usability, increase user confidence, and support subscription growth and retention

Conduct lightweight discovery on model-driven opportunities that could increase conversion or deepen engagement

Thoroughly test features in development and staging to ensure accuracy, usability, and a seamless user experience

Validate numerical outputs, user flows, and edge-case behavior before release

Ensure defects or gaps are captured, communicated, and resolved prior to launch

Qualification

Analytical skillsPersonal finance experienceCommunication skillsAttention to detailProduct teamsEngineering teamsData teamsProblem-solving skillsScenario testingJIRACodaFigmaAnalytics platforms

Required

Strong analytical and problem-solving skills; comfortable with numerical logic and scenario evaluation

Experience in personal finance or fintech, including familiarity with forecasting, tax rules, budgeting, and retirement planning concepts

Exceptional clarity of communication — both written and verbal

Curiosity and persistence: you love asking questions until everything makes sense

Experience working with product, engineering, or data teams

High attention to detail, especially with calculations and complex rules

Ability to break down ambiguous problems into structured steps

Comfort reviewing model outputs, spreadsheets, or other quantitative artifacts

Preferred

Exposure to QA, scenario testing, or acceptance criteria writing

Comfort using tools like JIRA, Coda, Figma, or analytics platforms

Company

Boldin

Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content.

Founded in 2015