Experience: 2+ years
Job Type: Full-time (Contractual / Freelancing)
Location: Remote US (exclusive)
Join our customer's team as a Financial Modeling Expert and play a vital role in shaping the next generation of AI-powered financial solutions. Leverage your expertise in sophisticated financial modeling, valuation analysis, and deal structuring to create high-fidelity, real-world tasks that drive the development of best-in-class AI tutors for one of the world's largest companies. Enjoy a unique part-time, remote opportunity with significant impact.
Key Responsibilities
- Design and build robust financial modeling tasks, referencing precise source documents and internet URLs for unambiguous data sourcing.
- Create highly detailed prompts and execution plans, enabling AI systems to construct comprehensive models from scratch.
- Develop gold-standard reference model files and objective rubrics for task accuracy, formatting, and advanced financial criteria.
- Construct detailed tasks across core domains such as DCF with WACC, trading comps, precedent transactions, and integrated 3-statement models.
- Develop advanced and industry-specific models, including LBO, merger, REIT conversion, sale leaseback, and bespoke transaction structures.
- Deliver due diligence analyses for specialized verticals (e.g., unit economics, cohort trends), ensuring real-world fidelity.
- Collaborate with cross-functional AI development teams, maintaining clear written and verbal communication throughout task lifecycle.
Required Skills And Qualifications
- 5+ years experience as a banker or financial modeling specialist within top-tier U.S. companies (investment banking, private equity, hedge fund, tech, or corporate development).
- Expert-level proficiency in valuation analysis, financial modeling, and deal modeling across diverse structures and industries.
- Demonstrated capability to design, build, and audit integrated 3-statement models, DCFs, LBOs, and bespoke transaction models from scratch.
- Advanced analytical and quantitative skills, with exceptional attention to detail and data accuracy.
- Strong written and verbal communication abilitiescomfortable documenting methodologies and collaborating with technical and non-technical teams alike.
- Experience sourcing and referencing financial data from primary filings (10-Ks, data rooms, etc.) with high fidelity.
- Proven ability to work independently, delivering high-quality results in a remote, asynchronous environment.
Preferred Qualifications
- Background in both investment banking (analyst/associate/VP) and buy-side roles (PE, hedge fund, growth equity, VC, or corp dev finance).
- Experience designing evaluation rubrics for technical or educational content.
- Familiarity with advanced due diligence and bespoke transaction models (spinouts, RMTs, IP licensing).
