Financial Modeling Analyst
NewRetirement
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $105,000 - $140,000 per year
About the role
- 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
Requirements
- 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
Benefits
- Competitive salary
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
analytical skillsproblem-solving skillsnumerical logicscenario evaluationforecastingtax rulesbudgetingretirement planningmodel validationtesting
Soft skills
clarity of communicationcuriositypersistenceattention to detailability to break down problemscollaborationdocumentationuser experience focuscritical thinkingproactive questioning