Senior Financial Analyst (CFA Level 3 Required)

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in New York, NY, USA
In-Office or Remote
Senior level
Enterprise Web • HR Tech • Professional Services • Software
The Role
Review, interpret, and validate complex financial statements, models, and investment content. Analyze structured and unstructured financial data for accuracy and consistency, apply domain expertise to support AI model evaluation, and deliver high-quality work within a short (~2 week) remote engagement.
Summary Generated by Built In
Company Description

An enterprise client in the AI/LLM space is seeking highly qualified finance professionals to support a short-term project focused on reviewing and structuring complex financial information. This initiative contributes to improving the accuracy and reliability of financial data used in advanced AI systems.

You’ll work on tasks involving financial analysis, interpretation, and validation across a range of finance-related content.

    Job Description

    The client is looking for experienced finance experts with strong analytical capabilities and deep domain knowledge. This opportunity is ideal for professionals with backgrounds in:

    • Risk Management
    • Corporate Finance
    • Valuations
    • Investment Analysis
    • Financial Research or Data Quality Assurance

    What You’ll Do:

    • Review and interpret complex financial statements, models, and investment-related content
    • Analyze and validate structured and unstructured financial data
    • Ensure accuracy, consistency, and quality of financial information
    • Apply domain expertise to support AI model evaluation and improvement
    • Deliver work within defined timelines during the engagement period

    Qualifications

    Requirements:

    • CFA Level 3 cleared (mandatory)
    • Strong expertise in finance domains such as Risk, Corporate Finance, or Valuations
    • Experience working with financial statements, models, or investment materials
    • High attention to detail and strong analytical thinking
    • Excellent written and verbal communication skills
    • Ability to commit to a short-term project (~2 weeks)

    Nice to Haves:

    • Experience in financial data validation, QA, or research
    • Familiarity with AI/LLM-related projects or data annotation
    • Experience working with both structured and unstructured datasets

    Additional Information

    • Short-term, project-based engagement (~2 weeks)
    • Remote work opportunity
    • Work with a global team across multiple regions
    • No guaranteed long-term engagement beyond the project duration

    Skills Required

    • CFA Level 3 cleared
    • Strong expertise in Risk, Corporate Finance, or Valuations
    • Experience with financial statements, models, or investment materials
    • High attention to detail and strong analytical thinking
    • Excellent written and verbal communication skills
    • Ability to commit to a short-term project (~2 weeks)
    • Experience in financial data validation, QA, or research
    • Familiarity with AI/LLM-related projects or data annotation
    • Experience working with structured and unstructured datasets
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    The Company
    283 Employees
    Year Founded: 2025

    What We Do

    Lifted, an Upwork Company, is a B2B SaaS platform that helps enterprise organizations source, contract, manage, and pay contingent talent globally and compliantly. It supports multiple engagement models, including independent contractors, staff augmentation, and employer-of-record, while integrating with MSPs and VMSs to provide centralized visibility, spend control, and audit-ready compliance, delivering a white-labeled talent experience for hiring managers and contingent workforce programs.

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