Senior AI Finance & M&A Strategy Expert

Weekday AI; San Francisco (CA); Hybrid; USD 138,000 - 207,000; Full time

Job summary

Weekday AI is seeking a senior Investment Banking & M&A Finance Domain Expert in the Bay Area for a hybrid role. The candidate will contribute extensive investment banking and M&A experience to evaluate AI-generated financial outputs and to design benchmark tasks based on real-world workflows.

The role requires 5+ years of finance experience, an advanced degree, and the ability to work ~40 hours/week for a six-month engagement.

Qualifications

• 5+ years of substantive professional experience in investment banking, M&A advisory, or related finance fields.
• Strong expertise in financial modeling, valuation, and transaction analysis.
• Familiarity with large language models and AI tools to evaluate financial reasoning.

Responsibilities

• Evaluate finance-related tasks and AI outputs for accuracy and professional relevance.
• Create instruction specifications and reference solutions for complex financial problems.
• Develop benchmarks and datasets covering M&A analysis, valuation, and deal financing.

Skills

Investment banking & M&A expertise

Financial modeling

Valuation

Due diligence

AI tool familiarity

Education

MBA or advanced finance degree preferable

CFA, CPA or equivalent (advantageous)

Job description

Weekday AI is seeking a senior Investment Banking & M&A Finance Domain Expert in the Bay Area for a hybrid role. The candidate will contribute extensive investment banking and M&A experience to evaluate AI-generated financial outputs and to design benchmark tasks based on real-world workflows.

The role requires 5+ years of finance experience, an advanced degree, and the ability to work ~40 hours/week for a six-month engagement.