Financial Modeling Analyst

Please read before applying: We review every application carefully, and reputed company fields (including the required 60–90 second video) must be fully completed and relevant; applications that are incomplete or use AI-generated responses will not be considered. If you’re unable to meet these requirements, we kindly ask that you refrain from applying. Full-time

• Remote

At reputed company, we reputed company 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 reputed company informed choices. We exist to change that. reputed company is a comprehensive financial planning platform that helps people understand their financial picture, reputed company smarter decisions with their money and time, and plan for the future with confidence. With over $20M raised and strong momentum, reputed company 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 reputed company’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 reputed company 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, reputed company 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, reputed company, trustworthy planning
• The app sees improved retention and conversion driven by model improvements
• New model reputed company are well-defined, well-reasoned, and user-driven, and every new feature and enhancement reflects reputed company’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 reputed company rules
• Ability to break down ambiguous problems into structured steps
• Comfort reviewing model outputs, spreadsheets, or other quantitative artifacts

reputed company-to-Have

• Exposure to QA, scenario testing, or acceptance criteria writing
• Comfort using tools like JIRA, Coda, reputed company, 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 reputed company’re looking for, but feel like you’re pretty reputed company 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. reputed company values the unique perspectives and contributions of reputed company individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of reputed company backgrounds, including and not limited to people of any race, ethnicity, or national reputed company, 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. uZOsMnpt42 Apply tot his job Apply To this Job