Financial modeling AI Expert

Weekday AI

5h • Remote

About The Position

This role is for one of our clients and is a part-time/contract position. 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

• Bachelor’s or Master’s degree in Finance, Economics, Accounting, Engineering, or a related field; CFA/CA/MBA is a plus.
• 2–7 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.

Nice To Haves

• 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.

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.

Benefits

• 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.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level