Senior Financial Analyst I, FP&A

BOLD; United States; 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

Internet and home office reimbursement

Medical, dental, and vision

Life & long-term disability insurance

Mental health support

Wellness reimbursement

Pet Insurance

Flexible PTO

Sick time policy

Holidays

Job summary

BOLD is seeking a Senior Financial Analyst to lead global forecasting, budgeting, and strategic planning. You will partner with senior management to deliver accurate budgets, evaluate targets, and track performance across a fast-growing operations group.

You will build models, analyze drivers, and present insights to guide strategic decisions while identifying automation opportunities and driving process improvements. This role is remote with PST hours flexibility.

Qualifications

• Degree in Finance, Business, Statistics, Mathematics, or related fields.
• 6+ years of progressive experience in finance.
• Experience building complex financial models and conducting analysis.
• Ability to present analyses to senior executives.
• Advanced Excel, PowerPoint, NetSuite, and Google Workspace skills.
• Ability to collaborate across PST business hours.

Responsibilities

• Craft and manage annual, quarterly, and monthly budgets and forecasts.
• Publish dashboards and KPIs and analyze drivers and variances.
• Perform cost analysis and investigate deviations from forecasts.
• Develop financial models and metrics to measure performance.
• Present insights to senior management and drive decision-making.
• Identify opportunities to automate modeling and processes.

Skills

Executive communication

Time management

Stakeholder management

Problem solving

Persuasion

Data storytelling

SaaS experience

Education

Bachelor's degree in Finance, Business, Statistics, Mathematics, or related fields

MBA or MS in Finance or quantitative field (advantage)

Tools

Excel

PowerPoint

NetSuite

Google Workspace

Job description

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

ABOUT THIS TEAM

The Financial Planning & Analysis team manages end-to-end forecasting, budgeting, andmanagement reporting across core product lines, new business initiatives, and global markets.Working cross-functionally, this team delivers actionable insights and performance tracking toempower leadership, guide key strategic decisions, and drive measurable results for theorganization 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 andpublish dashboards and other KPIs
• Perform cost analysis; investigate period-over-period fluctuation and variation fromforecasts
• Support design and development of financial models and metrics to measureperformance, highlight key issues for senior management and predict future activity
• Assess/analyze deviations from key metric targets and provide insight to business andfinance leaders
• Develop new and existing materials and metrics for senior management presentations,discussions and reviews
• Develop presentations that effectively communicate an analysis and facilitatesdecision-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 andqualitative financial analysis, and performing scenario analysis
• Proven ability to present analyses to senior executives and act as an effective businesspartner across all departments
• Exceptional written, verbal, and presentation communication skills, with the ability totranslate numerical data into clear business insights
• Strong persuasion and problem-solving skills to create practical solutions for evolvingforecasting needs
• Demonstrated ability to navigate matrix environments, manage shifting priorities, andconsistently 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

Eligibility

Eligible Hiring Locations

This position is 100% remote, work from home.

BOLD can hire full-time residents of the following U.S. States & Territories: 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, and Wisconsin.

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

#LI-Remote

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.