Senior FP&A & Strategic Forecasting Analyst

BOLD; Clayton (NC); 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

Medical, dental, and vision

Job summary

Bold is 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 deliver budgets, evaluate target acquisitions, and track core performance metrics while adapting to shifting business initiatives in a rapidly growing environment.

The Financial Planning & Analysis team manages end-to-end forecasting, budgeting, and

Qualifications

• Six-plus years of progressive finance experience.
• 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 for forecasting needs.
• Ability to navigate matrix environments and meet deadlines.
• Proficiency in Excel, PowerPoint, NetSuite, and Google Workspace.

Responsibilities

• Craft and manage annual, quarterly, and monthly budgets and forecasts.
• Prepare reporting and analyses; publish dashboards and KPIs.
• Conduct cost analysis and investigate variances from forecasts.
• Develop financial models and metrics for management insights.
• Assess deviations from targets and provide actionable insights.
• Develop management presentation materials for reviews.
• Create presentations to communicate analyses for decision-making.
• Identify opportunities to automate modeling and processes.

Skills

Financial modeling

Forecasting

Variance analysis

Executive presentation

Cross-functional partner

Excel

PowerPoint

NetSuite

Google Workspace

Strategic planning

Education

Degree in Finance/Business/Statistics/Mathematics

Tools

Excel

PowerPoint

NetSuite

Google Workspace

Job description

Bold is 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 deliver budgets, evaluate target acquisitions, and track core performance metrics while adapting to shifting business initiatives in a rapidly growing environment.

The Financial Planning & Analysis team manages end-to-end forecasting, budgeting, and