Financial Analyst

We are seeking a motivated and experienced Financial Analyst to join our Finance Team. Candidates should be business-minded, data-driven, and able to translate large and complex data sets into meaningful information, with a desire to influence company decisions and performance. Using strong analytical skills, you will review data surrounding payment performance metrics (such as payment acceptance rates, chargebacks, fraud rates) to develop strategies that drive revenue growth while reducing risk. You will partner cross-functionally to drive growth and design necessary reporting and tools for our e-commerce platform.

Must Have

• Analyze and interpret large quantities of data related to payment acceptance, chargebacks, fraud rates, and other payment performance metrics
• Monitor and forecast payment related metrics, and predict customer behaviors through data analysis and modeling
• Understand the key drivers of company KPIs and their relative contribution to business performance through financial modeling
• Review and make recommendations toward payment processor allocation strategies to drive revenue growth
• Make recommendations to improve operations, anti-fraud processes and system enhancements
• Finance or other Analytical degree
• 2+ years work experience in an analytical role
• Extensive experience in building complex financial models, conducting quantitative and qualitative financial analysis and scenario analysis
• Advanced Microsoft Excel and PowerPoint Skills
• Strong analytical, quantitative, and problem-solving skills

Good to Have

• Master’s degree
• Experience with SiSense, Tableau or other data visualization tools
• Previous experience in Payments

Perks & Benefits

• Competitive salary
• Bi-annual bonus
• 401(k) plan with match
• Equity in company
• Internet and home office reimbursement
• In-Office Catered Breakfast & Lunches
• Medical, dental, and vision (optional plans for your family)
• Life & long-term disability insurance (optional)
• Mental health support and resources
• Wellness reimbursement (gym, health apps, etc.)
• Flexible PTO
• Sick time policy
• Observed holidays

About this team

As our Financial Analyst, you will report to the Finance Director, Payments, and will be a key member of the team supporting BOLD’s payments team. We are seeking candidates who are business-minded, data-driven, and able to translate large and complex data sets into meaningful information and have the desire to influence the company’s decision-making and performance. Using your strong analytical skills, you will review data surrounding payments performance metrics (such as payment acceptance rates, chargebacks, and fraud rates) in order to develop strategies to drive revenue growth within the business while reducing risk. You should be a strong partner who enjoys working cross-functionally to drive growth. You should also be comfortable creating and taking on assignments where you may have little prior knowledge and seeing them to completion. In addition, you will help design the necessary reporting and tools required to effectively review and make changes to our e-commerce platform.

What you'll do

• Analyze and interpret large quantities of data as it related to payment acceptance, chargebacks, fraud rates, and other payment performance metrics
• Monitor and forecast payment related metrics, and predict customer behaviors through dataanalysis and modeling
• Understand the key drivers of company KPIs (Key Performance Indicators such as conversion rate, life time value of a customer, chargeback rate, and fraud rate) and the relative contribution of those drivers to the business performance through financial modeling
• Review and make recommendations toward our payment processor allocation strategies in order to drive revenue growth
• Make recommendations to improve operations, anti-fraud processes and system enhancements

What you'll need

• Finance or other Analytical degree required
• 2+ years work experience in an analytical role such as finance or business analytics
• Ability to collaborate with and across teams throughout the company, including Finance, Platform, Customer Support, Product, and Marketing to drive results
• Extensive experience in building complex financial models, conducting quantitative and qualitative financial analysis and scenario analysis
• Strong written, verbal and presentation communication skill
• Experience in presenting analysis to senior executives and working as a business partner across all departments
• Thrive in a complex, fast-paced environment;
• Advanced Microsoft Excel and PowerPoint Skills
• Strong analytical, quantitative, and problem-solving skills

What's good to have

• Master’s degree
• Experience with SiSense, Tableau or other data visualization tools
• Previous experience in Payments is a plus