Financial Planning Analyst

Hire With Near; United States; A distancia; USD 90.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

100% Remote

15 PTO + US Holidays

Flexible schedule

Descripción de la vacante

The Theta team is seeking a Finance Analyst to build and review high-quality financial models from scratch and translate messy data into robust analytical structures. You will collaborate across domains to produce defensible financial logic and detailed schedules, with a proactive, independent mindset and strong English communication.

Nice to have experience with AI tools or automation, and the role is 100% remote with 40 hours per week, aligned to Pacific Time business hours.

Formación

• 3+ years of relevant finance experience in areas like investment banking, corporate finance, or credit.
• Proven track record of building real financial models from scratch.
• Advanced Excel modeling skills and strong understanding of core finance concepts.

Responsabilidades

• Build financial models from scratch across a wide range of complex finance use cases.
• Review, refine, and improve models created by others.
• Create realistic scenarios, assumptions, and supporting source materials.
• Build schedules for revenue, costs, working capital, capex, debt, covenants, and valuation.
• Turn messy data into clear, structured, defensible financial logic.
• Identify weak assumptions and defend modeling choices.

Conocimientos

Financial modeling

Excel modeling

Independent problem solving

English communication

Herramientas

Excel

Descripción del empleo

Our client, Theta, is an innovative firm hiring finance experts to build, review, and improve high-quality financial modeling work. They work as a global team to create meaningful impact by translating complex business situations, transactions, and messy source materials into clear, robust analytical structures.

About the Role:

We’re looking for a Finance Analyst who combines deep technical financial mastery with grit and confidence. You’ll build and review complex financial models from scratch and collaborate across domain teams to create detailed, defensible financial structures. This role requires someone who is highly analytical and proactive, takes initiative in the face of ambiguity, and delivers high-quality, real-world modeling logic even when working with incomplete information.

We are seeking full‑time commitment. Outside employment, consulting, or projects are permitted only if they do not conflict with your duties at Theta or involve competitor AI/model‑training companies.

You Will:

• Build financial models from scratch across a wide range of complex finance use cases.
• Review, refine, and improve models created by other finance experts.
• Create realistic finance scenarios, assumptions, and supporting source materials.
• Build detailed schedules for revenue, cost, working capital, capital expenditure, debt, covenants, valuation, and scenario analysis.
• Turn messy or incomplete source data into clear, structured, and defensible financial logic.
• Identify weak assumptions, broken logic, missing schedules, and oversimplified analysis in existing models.
• Explain modeling choices clearly and defend the underlying rationale behind your work.

About You:

Your Background:

• 3+ years of relevant finance experience in domains such as Investment Banking, Credit, Corporate Finance / FP&A, Debt Capital Markets, Private Equity, Risk, Quantitative Finance, or Private Credit.
• Proven track record of personally owning and building real financial models from scratch (beyond simply filling out templates).
• Advanced Excel modeling skills.
• Expert-level understanding of core finance concepts, including cash flow, valuation, leverage, liquidity, and capital structure.
• High degree of self-motivation, attention to detail, and ability to work independently with ambiguous problems.
• Excellent written and verbal English communication skills—comfortable presenting and defending modeling logic in a distributed environment.

Nice to Have:

• Experience with debt, credit, restructuring, commercial real estate, asset‑backed securities, asset‑based lending, or structured finance models.
• Background in creating or reviewing modeling tests, case studies, or training materials.
• Familiarity with artificial intelligence tools, automation, or data workflows.
• Compensation in USD
• 15 PTO + US Holidays 15 PTO + US Holidays (or local holidays top at max US holidyas offer)
• 100% Remote
• This is a full‑time engagement requiring 40 hours of work per week on average. You are expected to be available for at least four (4) hours each business day during the window of 10:00 a.m. to 8:00 p.m. Pacific Time, Monday through Friday.