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.
Responsibilities
- Triage requests and insights from customers, support, coaches, advisors, and internal teams
- Distill feedback into a prioritized backlog of continual improvements to the model and planning experience
- Identify themes, recurring issues, and emerging opportunities
- Translate ideas and problems into clear, actionable, well-scoped requirements
- Drive clarity by asking thoughtful, probing questions and ensuring alignment across engineering, design, and product
- Maintain crisp documentation for models, scenarios, and expected outcomes
- Determine 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 cases
- Partner with engineering to diagnose model discrepancies and propose fixes
- Explore potential new financial models (e.g., tax, allocation, estate planning, guardrails) and define their purpose, value, and mechanics
- Propose enhancements that improve usability, increase user confidence, and support subscription growth and retention
- Conduct lightweight discovery on model-driven opportunities that could increase conversion or deepen engagement
- Thoroughly test features in development and staging to ensure accuracy, usability, and a seamless user experience
- Validate numerical outputs, user flows, and edge-case behavior before release
- Ensure defects or gaps are captured, communicated, and resolved prior to launch
Skills
- Strong analytical and problem-solving skills; comfortable with numerical logic and scenario evaluation
- Experience in personal finance or fintech, including familiarity with forecasting, tax rules, budgeting, and retirement planning concepts
- Exceptional clarity of communication — both written and verbal
- Curiosity and persistence: you love asking questions until everything makes sense
- Experience working with product, engineering, or data teams
- High attention to detail, especially with calculations and complex rules
- Ability to break down ambiguous problems into structured steps
- Comfort reviewing model outputs, spreadsheets, or other quantitative artifacts
- Exposure to QA, scenario testing, or acceptance criteria writing
- Comfort using tools like JIRA, Coda, Figma, or analytics platforms
Company Overview
Boldin 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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