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Posted 4 months ago
Requirements and responsibilities
About the RoleWe’re looking for a highly curious, detail-driven analyst to serve as the connective tissue between internal stakeholders, customers, and our financial planning models. You will triage requests, translate feedback into clear requirements, validate model outputs, and surface opportunities to improve the planning experience. Your work will directly impact user trust, retention, and the accuracy of Boldin's projections.This role sits at the intersection of financial modeling, product, analysis, and QA.Key Responsibilities:Backlog & Stakeholder Intake: Triage requests and insights from customers, support, coaches, advisors, and internal teamsBacklog & Stakeholder Intake: Distill feedback into a prioritized backlog of continual improvements to the model and planning experienceBacklog & Stakeholder Intake: Identify themes, recurring issues, and emerging opportunitiesRequirements & ClarityTranslate 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 outcomesModel Analysis & Scenario CoverageDetermine 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 fixesInnovation & Model EnhancementsExplore potential new financial models 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 engagementQuality & Feature ValidationThoroughly 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 launchSuccess in This Role Looks LikeStakeholder requests flow smoothly into a clear, prioritized backlog and a steady drumbeat of improvements to the customer experience with the financial projectionsThe team has crisp requirements with minimal ambiguityModel scenarios are thoroughly covered, and issues are caught before users see themUsers experience more accurate, intuitive, trustworthy planningThe app sees improved retention and conversion driven by model improvementsNew model ideas are well-defined, well-reasoned, and user-driven, and every new feature and enhancement reflects Boldin's missionModel result quality is bulletproof - always as expectedAnnual data assumptions are maintainedRelevant regulatory and tax law changes are monitored, assessed, and prioritized for implementationQualificationsMust-HaveStrong 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 artifactsNice-to-HaveExposure to QA, scenario testing, or acceptance criteria writingComfort using tools like JIRA, Coda, Figma, or analytics platformsThis is a fully remote positionSalary Range$105,000 - $140,000This position offers a competitive salary between $105,000 and $140,000, depending upon experience and qualifications. Salary may vary by location, based on factors such as the cost of living. We are committed to paying our employees fairly and providing opportunities for professional growth and development.We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities. We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.
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