Senior Financial Analyst (CFA Level 3 Required)

Upwork; New York (NY); On-site; USD 68,880 - 137,760; Part time

Job summary

A leading freelance platform is seeking finance professionals for a short-term project in New York. You'll review complex financial statements and validate data while contributing to AI model improvements. Required qualifications include CFA Level 3 and expertise in finance domains like Risk and Corporate Finance. This role offers remote work and involves collaboration with a global team over a ~2-week engagement period.

Qualifications

• Strong expertise in finance domains such as Risk, Corporate Finance, or Valuations.
• Experience with financial statements, models, or investment materials.
• Excellent written and verbal communication skills.

Responsibilities

• Review and interpret complex financial statements and models.
• Analyze and validate structured and unstructured financial data.
• Ensure accuracy and quality of financial information.

Skills

Risk Management

Corporate Finance

Valuations

Investment Analysis

Financial Research

Education

CFA Level 3 cleared

Job 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.

Job Description

• 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

• 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