Financial Analyst

We are seeking a motivated and experienced Financial Analyst to join our Finance Team. This role involves translating complex data into meaningful information to influence company decisions. You will review payment performance metrics like acceptance rates, chargebacks, and fraud rates to develop strategies for revenue growth and risk reduction. The analyst will also design reporting and tools for the e-commerce platform, working cross-functionally to drive growth and tackle new assignments.

Must Have

• Analyze and interpret large quantities of data related to payment performance metrics
• Monitor and forecast payment related metrics
• Predict customer behaviors through data analysis and modeling
• Understand key drivers of company KPIs through financial modeling
• Review and make recommendations for payment processor allocation strategies
• Make recommendations to improve operations, anti-fraud processes and system enhancements
• Finance or other Analytical degree required
• 2+ years work experience in an analytical role
• Ability to collaborate with and across teams
• Extensive experience in building complex financial models
• Conducting quantitative and qualitative financial analysis and scenario analysis
• Strong written, verbal and presentation communication skills
• Experience in presenting analysis to senior executives and working as a business partner
• Thrive in a complex, fast-paced environment
• 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
• Flexible spending accounts (health, dependent care)
• Internet and home office reimbursement
• Medical, dental, and vision insurance
• Life & long-term disability insurance
• Mental health support and resources
• Wellness reimbursement (gym, health apps, etc.)
• Pet Insurance
• Flexible PTO
• Sick time policy
• Observed holidays

Job Description

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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 data analysis 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

Benefits

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Outstanding Compensation

• Competitive salary
• Bi-annual bonus
• 401(k) plan with match
• Equity in company
• Flexible spending accounts (health, dependent care)
• Internet and home office reimbursement

100% Full Health Benefits

• 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.)
• Pet Insurance (optional)

Flexible Time Away

• Flexible PTO
• Sick time policy
• Observed holidays

Salary & Eligibility

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Starting pay range

$80,000—$95,000 USD

Pay Transparency

Individual pay is based on location, transferable skills, experience, and other relevant factors. This estimated range is based on the best available market data and factors, all of which are subject to change. This position may also be eligible for a bonus and medical, dental, vision, life, short and long-term disability insurance, 401(k), paid time off, sick leave, and paid holidays, all subject to applicable plan terms.

Eligible Hiring Locations

This position is 100% remote, work from home.

BOLD can hire full-time residents of the following U.S. States & Territories: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

California Residents: Please see our privacy notice for more info on how we handle your data.

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About BOLD

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We Transform Work Lives

As an established global organization, BOLD helps people find jobs. Our story is one of growth, success, and professional fulfillment. We create digital products that have empowered millions of people in 180 countries to build stronger resumes, cover letters, and CVs. The result of our work helps people interview confidently, finding the right job in less time. Our employees are experts, learners, contributors, and creatives.

We Celebrate and Promote Diversity and Inclusion

We value our position as an Equal Opportunity Employer. We hire based on qualifications, merit, and our business needs. We don’ discriminate regarding race, color, religion, gender, pregnancy, national origin or citizenship, ancestry, age, physical or mental disability, veteran status, sexual orientation, gender identity or expression, marital status, genetic information, or any other applicable characteristic protected by law.

Under San Francisco's Fair Chance Ordinance, qualified applicants with arrest and conviction records will be considered for the position.