At Boldin, we believe financial confidence should be accessible to everyone. Money decisions shape our lives, yet too often people are left without the clarity or tools they need to make informed choices. We exist to change that.

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.

With over $20M raised and strong momentum, Boldin is entering a pivotal phase of growth. This is an opportunity to join a mission-driven team and help shape the future.

About the Role

We’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 teams
Distill feedback into a prioritized backlog of continual improvements to the model and planning experience
Identify themes, recurring issues, and emerging opportunities

Requirements & Clarity

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

Model Analysis & Scenario Coverage

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

Innovation & Model Enhancements

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

Quality & Feature Validation

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

Success in This Role Looks Like

Stakeholder requests flow smoothly into a clear, prioritized backlog and a “steady drumbeat” of improvements to the customer experience with the financial projections
The team has crisp requirements with minimal ambiguity
Model scenarios are thoroughly covered, and issues are caught before users see them
Users experience more accurate, intuitive, trustworthy planning
The app sees improved retention and conversion driven by model improvements
New model ideas are well-defined, well-reasoned, and user-driven, and every new feature and enhancement reflects Boldin’s mission—distinctive in purpose, yet grounded in industry best practices and competitive standards.
Model result quality is bulletproof - always as expected
Annual data assumptions (inflation, rates of return, tax brackets, etc) are maintained
Relevant regulatory and tax law changes are monitored, assessed, and prioritized for implementation

Qualifications:

Must-Have

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

Nice-to-Have

Exposure to QA, scenario testing, or acceptance criteria writing
Comfort using tools like JIRA, Coda, Figma, or analytics platforms

This is a fully remote position

Salary Range

$105,000 - $140,000

This 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.

Financial Modeling Analyst