Remote Financial Planning & Analysis Lead

BOLD; Wisconsin; Remote; USD 110,000 - 130,000; Full time

Benefits offered by this job

Bi-annual bonus

401(k) plan with match

Equity in company

Flexible spending accounts (health, …)

Internet and home office reimbursement

Remote-friendly culture

Job summary

Bold is seeking a Senior Financial Analyst to drive global forecasting, budgeting, and strategic planning within its Operations group. You’ll partner with senior leadership to deliver accurate budgets, evaluate potential acquisitions, and track key performance metrics in a fast-growing environment.

The role emphasizes advanced financial modeling, cross-functional collaboration, and translating data into actionable recommendations for executives during core PST hours.

Qualifications

• Degree in Finance, Business, Statistics, Mathematics, or related fields.
• Minimum of 6 years of progressive experience in finance.
• Extensive experience building complex financial models and scenario analysis.
• Proven ability to present analyses to senior executives and act as a finance partner.

Responsibilities

• Craft, build and manage annual, quarterly and monthly budgets and forecasting models.
• Prepare reporting and analysis to understand key drivers and variances.
• Perform cost analysis; investigate fluctuations from forecasts.
• Develop financial models and metrics to measure performance for senior management.
• Assess deviations from targets and provide insights to leaders.
• Develop materials for senior management presentations and reviews.
• Create presentations that communicate analysis to facilitate decisions.
• Identify opportunities for automation of modeling and processes.

Skills

Financial modeling

Executive-level communication

Cross-functional partnership

Problem-solving

Education

Bachelor's degree in Finance or related field

Tools

NetSuite

Google Workspace

Excel

PowerPoint

Job description

Bold is seeking a Senior Financial Analyst to drive global forecasting, budgeting, and strategic planning within its Operations group. You’ll partner with senior leadership to deliver accurate budgets, evaluate potential acquisitions, and track key performance metrics in a fast-growing environment.

The role emphasizes advanced financial modeling, cross-functional collaboration, and translating data into actionable recommendations for executives during core PST hours.