Remote M&A Advisory Specialist - Financial Modeling

YO AI Labs; New York (NY); Remote; USD 165,000 - 248,000; Full time

Job summary

YO AI Labs seeks experienced Investment Banking – M&A Advisory professionals to support an AI training project focused on financial analysis, valuation, modeling, and industry research. Remote contractor role with no prior AI experience required.

You will review transaction materials, build and troubleshoot valuation models in Excel, and prepare client presentations. Strong communication and attention to detail are essential for success in this project.

Qualifications

• Strong expertise in M&A advisory, investment banking, and valuation.
• Hands-on experience with company research, target screening, and pitchbooks.
• Advanced Excel skills including scenario analysis and model troubleshooting.
• Excellent analytical, written, and verbal communication.

Responsibilities

• Conduct company and industry research to support financial analysis.
• Perform buyer and target screening, comparable company analysis, and financial modeling.
• Build, update, and troubleshoot Excel-based valuation and transaction models.
• Prepare and review client presentations, pitchbooks, and transaction materials.
• Identify numerical errors, valuation issues, strategic weaknesses, and unclear logic.
• Explain accounting treatments, valuation adjustments, deal sensitivities, and key assumptions.
• Provide clear, accurate written and verbal feedback on complex financial concepts.

Skills

M&A advisory

Financial modeling

Valuation

Advanced Excel

Pitchbook prep

Analytical communication

Tools

Excel

PowerPoint

Job description

YO AI Labs seeks experienced Investment Banking – M&A Advisory professionals to support an AI training project focused on financial analysis, valuation, modeling, and industry research. Remote contractor role with no prior AI experience required.

You will review transaction materials, build and troubleshoot valuation models in Excel, and prepare client presentations. Strong communication and attention to detail are essential for success in this project.