Senior Financial Analyst

Financial Modeling Specialist

Full-Time | Contractor

📍 Remote

🕒 Some overlap with U.S. business hours (PST)

🚀 About the Role

We’re looking for a highly technical, hands-on finance professional to join our team as a Financial Modeling Specialist.

In this role, you'll be responsible for building, reviewing, and improving complex end-to-end financial models used by sophisticated professional audiences, including Investment Banking, Private Equity, Corporate Finance, and more.

You'll work directly with leadership, taking ownership of projects from first principles through to a fully functioning model. This opportunity is ideal for someone who enjoys deep analytical work, thrives with autonomy, and wants to make a meaningful impact on a product used by finance professionals around the world.

📊 Key Responsibilities

• Financial Modeling
• Develop, maintain, and optimize full financial models (integrated IS/BS/CF) across areas such as:
• Corporate Finance
• Private Equity / LBO
• Investment Banking
• Valuation
• Risk
• Credit
• Quantitative Finance Modeling

Advanced Analysis

• Build and validate advanced modeling components, including:
• Revenue builds
• Detailed growth drivers
• Scenario and sensitivity analysis
• Capital structure analysis
• Cost of capital calculations

Model Review & Optimization

• Review, stress-test, and improve complex financial models and exercises created by internal teams and external experts.

Content & Problem Design

• Design and solve real-world financial problem sets for the platform, ensuring:
• Technical depth
• Accuracy
• Internal consistency
• Clear pedagogical value for users

Cross-Functional Collaboration

• Partner with finance experts and developers to ensure model integrity, scalability, and proper documentation.

Ongoing Support

• Provide operational support on financial content, including:
• Quality Assurance (QA)
• Debugging
• Continuous refinement and optimization of models

✅ Must-Haves

• Experience
• 2–8+ years of hands-on experience in areas such as:
• Investment Banking
• Private Equity / Venture Capital
• Risk
• Debt Capital Markets
• Corporate Finance
• Highly Technical FP&A / Strategic Finance
• Transaction Services
• Valuation
• Financial Advisory
• Asset-Backed Securities
• Asset-Based Lending
• Quantitative Finance

Technical Expertise

• Proven track record building complete, integrated financial models from scratch, including:
• Full three-statement models
• WACC calculations
• Valuation work (DCF, Comparable Analysis)
• Complex drivers and scenario analysis

Excel Mastery

• Advanced Excel skills, including:
• Complex formulas
• Dynamic modeling
• Multi-tab models
• Linked financial models

Financial Knowledge

• Deep understanding of:
• Corporate Finance
• Valuation
• Accounting Principles
• Financial statement flows across IS / BS / CF

Working Style

• Strong discipline around model structure, controls, checks, and documentation.
• Exceptional attention to detail and commitment to high-quality work.
• Ability to work independently and own projects from end to end.
• Strong time management skills in a remote, fast-paced environment.
• Strong English communication skills (written and verbal).

⭐ Nice to Have

• Experience designing or reviewing technical case studies or modeling assessments for hiring, training, or educational purposes.
• Degree in Finance, Economics, Accounting, Engineering, or another quantitative field.
• Certifications such as CFA, CPA, or equivalent.
• Experience mentoring or leading analysts and associates.
• Familiarity with programming, automation, or data tools that interact with financial models.

🚫 Excluded Profiles This role is not a fit for:

• Pure bookkeeping or small-business accounting profiles.
• Generic finance profiles with little specialization.
• Candidates who have only worked with pre-built templates and have not owned full model construction.

🎁 Perks &

Benefits

• Competitive compensation.
• 15 days of Paid Time Off (PTO) plus U.S. national holidays.
• Flexible remote work environment.
• Opportunity to grow into broader leadership or content-lead roles as the team expands.
• Work directly with an experienced and mission-driven leadership team.
• Join an innovative company operating at the intersection of AI, data, and high-end financial modeling.