Own GTM financial planning and analysis, partnering with Sales, Marketing, and Customer Success leaders to guide investment decisions, improve forecasting, and support predictable ARR growth.
Financial modeling AI Expert
π Description
- Develop and maintain operating models covering business drivers, revenue, costs, and capital allocation.
- Build cash flow forecasts for short-term liquidity planning and long-term projections.
- Use AI and data-driven techniques to improve financial modeling and forecasting.
- Conduct sensitivity, scenario, downside, and stress-case analyses to assess financial resilience.
- Translate strategy into financial implications for profitability, risk, and investment decisions.
- Create dashboards and reports, collaborate across teams, and support fundraising, M&A, pricing, and cost optimization initiatives.
π οΈ Requirements
- Bachelorβs or Masterβs degree in Finance, Economics, Accounting, Engineering, or a related field; CFA/CA/MBA is a plus.
- 2β7 years of experience in financial modeling, corporate finance, investment banking, consulting, or related roles.
- Advanced proficiency in Excel and financial modeling techniques, including three-statement models, DCF analysis, and scenario modeling.
- Experience with AI/ML tools, Python, or financial analytics platforms to enhance modeling efficiency and insights.
- Strong expertise in operating models and cash flow forecasting methodologies.
- Proven ability to perform sensitivity analysis, build downside scenarios, and assess financial risk.
- Demonstrated capability to translate strategic initiatives into measurable financial outcomes.
- Strong analytical thinking, attention to detail, and problem-solving skills.
- Excellent communication and stakeholder management abilities.
- Experience working with large datasets and integrating structured/unstructured data into financial models.
Full job description
This role is for one of our clients
Compensation: $100-$120 per hour (20 hours per week commitment)
Job Type: Part-time / Contract
Location: US, UK, Canada, France, Portugal (remote)
We are seeking a Financial Modeling AI Expert to join our team and play a critical role in bridging advanced analytics with strategic financial decision-making. This role is ideal for professionals who combine strong financial modeling fundamentals with an understanding of AI-driven tools and data-led insights. You will work closely with finance leaders, strategy teams, and business stakeholders to build dynamic models that inform high-impact decisions.
Requirements
Key Responsibilities:
- Develop, maintain, and enhance robust operating models that capture business drivers, revenue streams, cost structures, and capital allocation strategies.
- Build detailed cash flow forecasts, including short-term liquidity planning and long-term financial projections, ensuring alignment with business goals.
- Apply AI and data-driven techniques to automate, optimize, and improve the accuracy of financial models and forecasting processes.
- Conduct sensitivity analysis and scenario planning, including downside and stress-case modeling, to evaluate financial resilience under varying market conditions.
- Translate business and corporate strategy into clear financial implications, enabling leadership to assess profitability, risk exposure, and investment priorities.
- Collaborate cross-functionally with product, operations, and leadership teams to gather inputs and validate model assumptions.
- Create dashboards, reports, and visualizations that communicate complex financial insights in a clear and actionable manner.
- Support strategic initiatives such as fundraising, M&A analysis, pricing strategies, and cost optimization efforts.
Required Skills & Qualifications:
- Bachelorβs or Masterβs degree in Finance, Economics, Accounting, Engineering, or a related field; CFA/CA/MBA is a plus.
- 2β7 years of experience in financial modeling, corporate finance, investment banking, consulting, or related roles.
- Advanced proficiency in Excel and financial modeling techniques, including three-statement models, DCF analysis, and scenario modeling.
- Experience with AI/ML tools, Python, or financial analytics platforms to enhance modeling efficiency and insights.
- Strong expertise in operating models and cash flow forecasting methodologies.
- Proven ability to perform sensitivity analysis, build downside scenarios, and assess financial risk.
- Demonstrated capability to translate strategic initiatives into measurable financial outcomes.
- Strong analytical thinking, attention to detail, and problem-solving skills.
- Excellent communication and stakeholder management abilities.
Preferred Qualifications:
- Experience working with large datasets and integrating structured/unstructured data into financial models.
- Familiarity with business intelligence tools such as Power BI, Tableau, or similar platforms.
- Exposure to startup or high-growth environments is advantageous.
What Youβll Gain:
- Opportunity to work at the intersection of finance, strategy, and AI innovation.
- High visibility with senior leadership and involvement in key strategic decisions.
- A collaborative environment focused on learning, growth, and impact.
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