Senior Financial Planning Analyst (FP&A)
BOLD
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Benefits offered by this job
Job summary
BOLD is seeking a Senior Financial Analyst to drive financial analysis, global forecasting, and strategic planning within our Operations group. You will partner with senior management to deliver budgets, evaluate acquisitions, and track core performance metrics in a fast-growing environment.
This role supports the FP&A team in end-to-end forecasting, budgeting, dashboards, 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.
- Experience building complex financial models and scenario analysis.
- Ability to present analyses to senior executives and act as a business partner.
- Excellent written, verbal, and presentation communication skills.
- Strong problem-solving and persuasion skills for forecasting needs.
- Ability to navigate matrix environments and meet tight deadlines.
- Advanced proficiency in Excel, PowerPoint, NetSuite, and Google Workspace.
- Willingness 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; publish dashboards and KPIs.
- Perform cost analysis; investigate period-over-period fluctuation and variance from forecasts.
- Support design and development of financial models and metrics to measure performance.
- Assess deviations from key metric targets and provide insights to leaders.
- Develop new materials and metrics for senior management presentations and reviews.
- Develop presentations that effectively communicate analyses for decision-making.
- Identify opportunities for automation of modeling and processes.
Skills
Education
Tools
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.
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.
- 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
- 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
- Advanced degree (MBA or MS) in Finance, Business, or a quantitative field
- Prior experience with SaaS or online subscription-ba
- Competitive salary
- Bi-annual bonus
- 401(k) plan with match
- Equity in company
- Flexible spending accounts (health, dependent care)
- Internet and home office reimbursement
- 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 PTO
- Sick time policy
- Observed holidays
- 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.
$110,000—$130,000 USD
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 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.
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