[Remote] Financial Modeling Analyst

Note: The job is a remote job and is open to candidates in USA. Boldin is a comprehensive financial planning platform that helps people understand their financial picture, make smarter decisions with their money and time, and plan for the future with confidence. The Financial Modeling Analyst will serve as the connective tissue between internal stakeholders, customers, and financial planning models, focusing on improving the planning experience and ensuring accuracy in projections.ResponsibilitiesTriage requests and insights from customers, support, coaches, advisors, and internal teamsDistill feedback into a prioritized backlog of continual improvements to the model and planning experienceIdentify themes, recurring issues, and emerging opportunitiesTranslate ideas and problems into clear, actionable, well-scoped requirementsDrive clarity by asking thoughtful, probing questions and ensuring alignment across engineering, design, and productMaintain crisp documentation for models, scenarios, and expected outcomesDetermine the breadth of model scenarios that should be included in testing (edge cases, user realities, complex life events)Validate calculations across diverse scenarios to ensure correctness and stability, including edge casesPartner with engineering to diagnose model discrepancies and propose fixesExplore potential new financial models (e.g., tax, allocation, estate planning, guardrails) and define their purpose, value, and mechanicsPropose enhancements that improve usability, increase user confidence, and support subscription growth and retentionConduct lightweight discovery on model-driven opportunities that could increase conversion or deepen engagementThoroughly test features in development and staging to ensure accuracy, usability, and a seamless user experienceValidate numerical outputs, user flows, and edge-case behavior before releaseEnsure defects or gaps are captured, communicated, and resolved prior to launchSkillsStrong analytical and problem-solving skills; comfortable with numerical logic and scenario evaluationExperience in personal finance or fintech, including familiarity with forecasting, tax rules, budgeting, and retirement planning conceptsExceptional clarity of communication — both written and verbalCuriosity and persistence: you love asking questions until everything makes senseExperience working with product, engineering, or data teamsHigh attention to detail, especially with calculations and complex rulesAbility to break down ambiguous problems into structured stepsComfort reviewing model outputs, spreadsheets, or other quantitative artifactsExposure to QA, scenario testing, or acceptance criteria writingComfort using tools like JIRA, Coda, Figma, or analytics platformsCompany OverviewBoldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. It was founded in 2015, and is headquartered in Mill Valley, California, USA, with a workforce of 51-200 employees. Its website is https://www.newretirement.com.



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