Senior Financial Analyst - Global Forecasting & Strategy

BOLD; California; On-site; 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

Internet and home office reimbursement

Job summary

BOLD is seeking a Senior Financial Analyst to drive global forecasting, budgeting, and strategic planning within our fast-paced Operations group. You will partner with senior leadership to deliver accurate budgets, evaluate potential acquisitions, and track core performance metrics in a growing environment.

The Financial Planning & Analysis team provides end-to-end forecasting and management reporting across product lines and markets.

Qualifications

• Degree in Finance, Business, Statistics, Mathematics, or related fields.
• Minimum of 6 years of progressive experience in finance.
• Strong financial modeling, quantitative and qualitative analysis, and scenario planning.
• Ability to present analyses to senior executives and partner across departments.
• Excellent written, verbal, and presentation skills.
• Ability to navigate shifting priorities and meet tight deadlines.
• Proficiency in Excel, PowerPoint, NetSuite, and Google Workspace.
• Availability to collaborate during PST hours.

Responsibilities

• Build annual, quarterly, and monthly budgets and forecasting models.
• Prepare reporting and analysis; publish dashboards and KPIs.
• Perform cost analysis; investigate period-over-period fluctuation and variation from forecasts.
• Support development of financial models and metrics to measure performance for senior management.
• Assess deviations from metric targets and provide insights to leaders.
• Develop materials and metrics for senior management reviews.
• Develop presentations that communicate analysis and facilitate decision-making.
• Identify opportunities for automation of modeling and processes.

Skills

Financial modeling

Forecasting

Variance analysis

Executive communication

Data-driven decision making

Education

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

MBA or MS (preferred)

Tools

Excel

PowerPoint

NetSuite

Google Workspace

Job description

BOLD is seeking a Senior Financial Analyst to drive global forecasting, budgeting, and strategic planning within our fast-paced Operations group. You will partner with senior leadership to deliver accurate budgets, evaluate potential acquisitions, and track core performance metrics in a growing environment.

The Financial Planning & Analysis team provides end-to-end forecasting and management reporting across product lines and markets.