Financial Modeling Analyst

At Boldin, we believe financial confidence should be accessible to everyone. Money decisions shape our lives, yet too often people are left without the clarity or tools they need to make informed choices. We exist to change that. Boldin is a comprehensive financial planning platform that helps people understand their financial picture, make smarter decisions with their money and time, and plan for the future with confidence. With over $20M raised and strong momentum, Boldin is entering a pivotal phase of growth. This is an opportunity to join a mission-driven team and help shape the future. About This Role We’re looking for a highly curious, detail-driven analyst to serve as the connective tissue between internal stakeholders, customers, and our financial planning models. You will triage requests, translate feedback into clear requirements, validate model outputs, and surface opportunities to improve the planning experience. Your work will directly impact user trust, retention, and the accuracy of Boldin’s projections. This role sits at the intersection of financial modeling, product, analysis, and QA.

Key Responsibilities

Backlog & Stakeholder Intake

• 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

Requirements & Clarity

• 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

Model Analysis & Scenario Coverage

• 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

Innovation & Model Enhancements

• 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

Quality & Feature Validation

• 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

Success in This Role Looks Like

• Stakeholder requests flow smoothly into a clear, prioritized backlog and a “steady drumbeat” of improvements to the customer experience with the financial projections
• The team has crisp requirements with minimal ambiguity
• Model scenarios are thoroughly covered, and issues are caught before users see them
• Users experience more accurate, intuitive, trustworthy planning
• The app sees improved retention and conversion driven by model improvements
• New model ideas are well-defined, well-reasoned, and user-driven, and every new feature and enhancement reflects Boldin’s mission—distinctive in purpose, yet grounded in industry best practices and competitive standards.
• Model result quality is bulletproof - always as expected
• Annual data assumptions (inflation, rates of return, tax brackets, etc) are maintained
• Relevant regulatory and tax law changes are monitored, assessed, and prioritized for implementation

Qualifications

Must-Have

• 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

Nice-to-Have

• CFP® certification strongly preferred (or active pursuit of certification)
• Exposure to QA, scenario testing, or acceptance criteria writing
• Comfort using tools like JIRA, Coda, Figma, or analytics platforms

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