Finance Data Associate for AI Training

In this role, you will develop high-quality reference datasets for AI training, transforming raw financial data into accurate, professional-grade documents. As the "Source of Truth" for the AI, your focus will be on ensuring the logic, formatting, and financial accuracy of every output are flawless.

• Financial Planning & Strategic Analysis: Build and maintain rolling forecasts (13-week cash, 24-month runway) and valuation models (DCF, Comp tables, M&A accretion). Execute scenario-based modeling, such as price-sensitivity and capital project ranking.
• Core Accounting & Audit Operations: Manage the monthly close process by reconciling bank statements to GL and preparing audit working papers. Calculate tax provisions and perform overhead allocations across departments.
• Performance Reporting & Dashboards: Develop KPI dashboards with visual indicators (trend lines, traffic-lights) and perform variance analysis (Actuals vs. Budget). Analyze customer behavior through revenue cohorts and retention curves.
• Specialized Commercial Underwriting: Perform risk-rated quoting and rental underwriting (Cap rates, exit sensitivities) for various business units.

• Education: Degree in Finance, Accounting, or Economics. Candidates with CFA / CA / CPA qualification will be highly preferred.
• Experience: 2, 5 years in a hands-on financial role (e.g., Financial Analyst, Auditor, or Accounts Manager).
• Mindset: Extreme attention to detail. Enjoy the "cleanup" and "build" phase of financial modeling.

• Advanced Excel: Deep comfort with data manipulation (lookups, pivots, nested logic) and financial modeling (NPV, IRR, DCF, sensitivity tables).
• Financial Reporting: Ability to synthesize raw General Ledger (GL) data into GAAP-standard P&L, Balance Sheets, and Cash Flow statements.
• Multi-Platform Documentation: Skilled at translating spreadsheet data into executive-level Word memos, PDF reports, and dashboard visualizations.

• Commitments Required: at least 4 hours per day and a minimum of 30 hours per week with 4 hours of overlap with PST.
• Engagement type: Contractor
• Engagement Length: 2 weeks

• Shortlisted candidates will be sent a Job Interest Form.
• After the profile review, an assessment will be shared, which must be completed within 48 hours.
• Based on the assessment outcomes, shortlisted candidates will be contacted.