Senior Financial Analyst: Global Forecasting & Strategy

BOLD; Milton (MA); 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 (health, 0)

Internet and home office reimbursement

Medical/dental/vision insurance

Flexible PTO

Sick time policy

Observed holidays

Job summary

Bold, a global company, is seeking a Senior Financial Analyst to drive critical financial analysis, global 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 rapidly growing environment.

You will manage budgets and forecasting models, develop dashboards, and deliver insights to guide strategic decisions.

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 across departments
• Exceptional written, verbal, and presentation communication skills
• Strong persuasion and problem-solving skills for evolving forecasting needs
• Ability to navigate matrix environments and meet tight deadlines
• Advanced proficiency in Excel, PowerPoint, NetSuite, and Google Workspace
• Ability to collaborate during core PST business hours

Responsibilities

• Craft, build and manage annual, quarterly and monthly budgets and forecasting models
• Prepare reporting and analysis to understand key drivers and variances; maintain dashboards and KPIs
• Perform cost analysis; investigate period-over-period fluctuation and variance from forecasts
• Support design and development of financial models and metrics for senior management
• Assess deviations from targets and provide insights to leaders
• Develop materials and metrics for senior management presentations and reviews
• Create presentations that communicate analysis and support decision-making
• Identify opportunities for automation of modeling and processes

Skills

Financial analysis

Forecasting

Executive partnering

Communication

Education

Bachelor’s or higher in Finance/Business/Statistics/Math

Tools

Excel

PowerPoint

NetSuite

Google Workspace

Job description

Bold, a global company, is seeking a Senior Financial Analyst to drive critical financial analysis, global 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 rapidly growing environment.

You will manage budgets and forecasting models, develop dashboards, and deliver insights to guide strategic decisions.