Financial Modeling Analyst

Overview

Job Description

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

Required 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

Benefits

• - Competitive salary
• - Opportunities for professional growth and development
• - Inclusive hiring process
• - Diverse and inclusive culture
• - Reasonable accommodations for applicants with differing abilities