Lead Forecasting & Financial Analyst

Overview

This role involves leading the development and improvement of critical components within a complex, business-critical forecasting model. Work is performed inside a modern, modular forecasting system and experimentation framework to drive step-change improvements in how well clients’ education benefit program forecasts are produced.

The organization is seeking a Lead Forecast Modeling Analyst to scale the impact of its Forecasting and Financial Analytics team.

Posting Date: August 14, 2026
This role will stay open for a minimum of 3 days.

Responsibilities

• Develop and improve usage-based forecasting models for critical components of clients’ education benefits using advanced statistical and machine learning techniques.
• Improve forecast accuracy and shorten the monthly refresh cycle by using a backtesting and experimentation framework to test methodological changes with rigor.
• Build tooling and processes to detect and catch correctable model issues.
• Transfer forecasting logic from individual approaches into well-structured, documented, tested code, adding redundancy for a business-critical forecast.
• Partner cross-functionally with Analytics, Data Science, Data Engineering, Product, and Technology teams to improve the data, systems, and infrastructure the forecast depends on.
• Mentor and guide junior team members to foster continuous learning and innovation.
• Produce insights, analyses, and recommendations to help internal stakeholders understand forecast drivers and the impact on client and internal business metrics.

Requirements

• 5+ years of total experience in analytics, data science, forecasting, or financial planning & analysis.
• Strong experience with SQL and the ability to transform and structure large datasets into reusable formats.
• Proficiency in Python and/or R, with depth across time-series and machine learning forecasting methods, along with strong judgment about tradeoffs among accuracy, interpretability, and stability.
• Experience operationalizing models, including backtesting, validation, monitoring, drift detection, and retraining (ideally on a platform such as Databricks with experiment tracking, e.g., MLflow).
• A track record of becoming productive quickly in an existing codebase and improving it collaboratively.
• Experience with Looker, Tableau, Omni, or similar data visualization tools.
• Fluency with AI-assisted development tools such as Cursor, Claude Code, or similar coding agents.
• Ability to translate forecasts—including uncertainty—into clear recommendations for non-technical stakeholders.

Preferred Qualifications

None stated.

Compensation & Benefits

Base salary range: $140,000 - $190,000 plus stock options.
Compensation offered will be based on a combination of factors such as experience, competencies, and internal equity.

Benefits include:

• Access to low-cost, high-quality health care options through Collective Health and Kaiser (due to coverage limitations, Kaiser is currently only available in CA & CO)
• Access to a 401k
• Vacation policy
• 8 days of fully-paid sick leave
• Family-friendly benefits, including 12 weeks of parental leave for non-birthing parents and 18-20 weeks for birthing parents; 2-week ramp-up period for when employees return from a leave of 6 weeks or more; employer-paid short-term and long-term disability; employer-sponsored life insurance; fertility and caregiving benefits
• Well-rounded wellness benefits, including free and low cost mental health resources and financial wellbeing support services
• Education benefits and tuition assistance

The organization is an equal opportunity employer and is committed to creating an inclusive environment for all employees. If you have a disability or special need that requires accommodation, please let the recruiter know.

Location

Home and headquarters are in Denver. Some roles allow remote work.

Roles based outside of the Denver office can sit in any of the following 32 states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI and Washington D.C. State locations and specifics are subject to change as hiring requirements shift.

Please refer to the job location referenced below the job posting title to determine location.