Valuation Analyst — AI-Driven Financial Modeling

Pomona College; New York, Northern (NY, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Analyst – Financial Valuation in New York performs hands-on financial analysis for valuation assignments, reviewing financial statements and legal documents, and supporting client deliverables. You will build Excel models, conduct market research, and contribute across the process in a small, ownership-driven team.

The role requires strong accounting knowledge, writing skills, and experience using AI tools to improve research and analysis while maintaining independent judgment.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Economics, or related field.
• Strong understanding of financial statements and basic accounting concepts.
• Internship or work experience in valuation, investment, banking, or consulting.
• Strong Excel skills.
• Strong analytical and critical-thinking abilities.
• Strong written and verbal communication skills.
• Attention to detail and organization.
• Ability to manage multiple priorities and deadlines.
• Self-motivated and able to work independently.
• Willingness to take ownership and follow through.
• Experience using AI tools in finance, accounting or research.
• Ability to review AI outputs and apply independent judgment.

Responsibilities

• Perform financial analysis for valuation assignments.
• Review statements, agreements, and client materials.
• Identify facts, trends, inconsistencies, and open items.
• Build and maintain Excel-based financial models and analyses.
• Assist with drafting valuation reports and client deliverables.
• Turn complex information into clear written analysis.
• Conduct company, industry, and market research.
• Follow up on missing information and questions.
• Manage multiple assignments with deadlines and accuracy.
• Communicate professionally with clients, auditors, and team.
• Use AI tools in day-to-day financial work and research.
• Review AI-generated output for accuracy and relevance.
• Use independent judgment and own the final work product.

Skills

Excel

Financial analysis

AI in finance

Writing skills

Independent thinker

Data organization

Attention to detail

Prioritization

Communication

Analytical thinking

Education

Bachelor's degree

Tools

AI tools

Job description

Analyst – Financial Valuation in New York performs hands-on financial analysis for valuation assignments, reviewing financial statements and legal documents, and supporting client deliverables. You will build Excel models, conduct market research, and contribute across the process in a small, ownership-driven team.

The role requires strong accounting knowledge, writing skills, and experience using AI tools to improve research and analysis while maintaining independent judgment.