Senior Financial Analyst, FP&A

BOLD; South Carolina; On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Bi-annual bonus

401(k) with match

Equity in company

Flexible spending accounts (health,dep

Internet and home office reimbursement

Wellness reimbursement

Job summary

Bold is seeking a Senior Financial Analyst to drive critical financial analysis, forecasting, and strategic planning within our Operations group. You will partner with senior management to deliver budgets, evaluate acquisitions, and track key performance metrics in a fast-growing environment.

The role requires strong financial modeling, scenario analysis, and the ability to translate numbers into actionable business insights.

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 performing scenario analysis.
• Proven ability to present analyses to senior executives and act as a business partner.
• Excellent written, verbal, and presentation communication skills.

Responsibilities

• Craft and manage annual, quarterly and monthly budgets and forecasting models.
• Prepare reporting and analysis, maintain dashboards and KPIs.
• Perform cost analysis and investigate variances from forecasts.
• Develop financial models and metrics to measure performance for senior management.
• Present analyses to executives and support decision-making.
• Identify automation opportunities and improve modeling processes.

Skills

Financial modeling

Executive communication

Cross-functional partner

Problem solving

Forecasting

Education

Bachelor's degree in Finance/Business/Statistics/Math

MBA or MS (preferred)

Tools

NetSuite

PowerPoint

Excel

Google Workspace

Job description

We are seeking a multi-faceted, execution-focused Senior Financial Analyst to drive critical financial analysis, global forecasting, and strategic planning within our fast-paced Operations group. As a key partner to senior management, you will dive into the details to deliver accurate budgets, evaluate target acquisitions, and track core performance metrics while proactively adapting to shifting business initiatives in a rapidly growing environment.

ABOUT THIS TEAM

The Financial Planning & Analysis team manages end-to-end forecasting, budgeting, and management reporting across core product lines, new business initiatives, and global markets. Working cross-functionally, this team delivers actionable insights and performance tracking to empower leadership, guide key strategic decisions, and drive measurable results for the organization worldwide.

WHAT YOU’LL DO

• Craft, build and manage annual, quarterly and monthly budgets and forecasting models
• Prepare reporting and analysis to help understand key drivers and variances; maintain and publish dashboards and other KPIs
• Perform cost analysis; investigate period-over-period fluctuation and variation from forecasts
• Support design and development of financial models and metrics to measure performance, highlight key issues for senior management and predict future activity
• Assess/analyze deviations from key metric targets and provide insight to business and finance leaders
• Develop new and existing materials and metrics for senior management presentations, discussions and reviews
• Develop presentations that effectively communicate an analysis and facilitates decision-making for senior management
• Identify opportunities for automation of modeling and other process improvements

WHAT YOU’LL NEED

• Degree in Finance, Business, Statistics, Mathematics, or related fields
• Minimum of 6 years of progressive experience in finance
• Extensive experience building complex financial models, conducting quantitative and qualitative financial analysis, and performing scenario analysis
• Proven ability to present analyses to senior executives and act as an effective business partner across all departments
• Exceptional written, verbal, and presentation communication skills, with the ability to translate numerical data into clear business insights
• Strong persuasion and problem-solving skills to create practical solutions for evolving forecasting needs
• Demonstrated ability to navigate matrix environments, manage shifting priorities, and consistently meet tight deadlines
• Advanced proficiency in Excel, PowerPoint, NetSuite, and Google Workspace
• Ability to seamlessly collaborate during core PST business hours

WHAT’S GOOD TO HAVE

• Advanced degree (MBA or MS) in Finance, Business, or a quantitative field
• Prior experience with SaaS or online subscription-ba

Benefits

Outstanding Compensation

• Competitive salary
• Bi-annual bonus
• 401(k) plan with match
• Equity in company
• Flexible spending accounts (health, dependent care)
• Internet and home office reimbursement

100% Full Health Benefits

• Medical, dental, and vision (optional plans for your family)
• Life & long-term disability insurance (optional)
• Mental health support and resources
• Wellness reimbursement (gym, health apps, etc.)
• Pet Insurance (optional)

Flexible Time Away

• Flexible PTO
• Sick time policy
• Observed holidays

Eligible Hiring Locations

• Arizona
• California
• Colorado
• Connecticut
• District of Columbia (Washington D.C)
• Florida
• Georgia
• Illinois
• Indiana
• Kentucky
• Maine
• Maryland
• Massachusetts
• New Hampshire
• New Jersey
• New York
• North Carolina
• Ohio
• Pennsylvania
• Puerto Rico
• South Carolina
• Tennessee
• Texas
• Utah
• Virginia
• Washington
• Wisconsin

California Residents: Please see our privacy notice for more info on how we handle your data.

Individual pay is based on location, transferable skills, experience, and other relevant factors. This estimated range is based on the best available market data and factors, all of which are subject to change. This position may also be eligible for a bonus and medical, dental, vision, life, short and long-term disability insurance, 401(k), paid time off, sick leave, and paid holidays, all subject to applicable plan terms.

Starting pay range

$110,000—$130,000 USD

About Bold

We Transform Work Lives

As an established global organization, BOLD helps people find jobs. Our story is one of growth, success, and professional fulfillment. We create digital products that have empowered millions of people in 180 countries to build stronger resumes, cover letters, and CVs. The result of our work helps people interview confidently, finding the right job in less time. Our employees are experts, learners, contributors, and creatives.

We Celebrate And Promote Diversity And Inclusion

We value our position as an Equal Opportunity Employer. We hire based on qualifications, merit, and our business needs. We don't discriminate regarding race, color, religion, gender, pregnancy, national origin or citizenship, ancestry, age, physical or mental disability, veteran status, sexual orientation, gender identity or expression, marital status, genetic information, or any other applicable characteristic protected by law.

Under San Francisco's Fair Chance Ordinance, qualified applicants with arrest and conviction records will be considered for the position.