Lifted, an Upwork Company Logo

Lifted, an Upwork Company

Senior Financial Analyst (CFA Level 3 Required)

Posted Yesterday
Be an Early Applicant
In-Office or Remote
Hiring Remotely in New York, NY, USA
Senior level
In-Office or Remote
Hiring Remotely in New York, NY, USA
Senior level
Review, interpret, and validate complex financial statements, models, and investment content. Analyze structured and unstructured financial data for accuracy and consistency, apply domain expertise to support AI model evaluation, and deliver high-quality work within a short (~2 week) remote engagement.
The summary above was generated by AI
Company 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.

You’ll work on tasks involving financial analysis, interpretation, and validation across a range of finance-related content.

    Job Description

    The client is looking for experienced finance experts with strong analytical capabilities and deep domain knowledge. This opportunity is ideal for professionals with backgrounds in:

    • 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

    Requirements:

    • 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

    Similar Jobs

    19 Hours Ago
    Remote or Hybrid
    United States
    61K-92K Annually
    Junior
    61K-92K Annually
    Junior
    Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
    Execute end-to-end digital advertising across Search, Display, Social, and Video for a 50+ account portfolio. Monitor KPIs, perform keyword research, create ads, troubleshoot and optimize campaigns, produce monthly reports, consult with clients to retain and grow budgets, and maintain required platform certifications. Handle client communications, track actions for audit, and perform limited travel (5%).
    Top Skills: CSSFtpGoogle AdsGoogle AnalyticsHTMLHTTPMicrosoft AdvertisingSalesforceSeo
    19 Hours Ago
    Remote
    United States
    120K-200K Annually
    Entry level
    120K-200K Annually
    Entry level
    Software • Defense
    As an Outcome Engineer, you will architect multi-agent systems, implement automated governance, and build evaluation frameworks to enhance AI-powered workflows.
    Top Skills: AWSKubernetesLarge Language ModelsNode.jsPostgresRedisTypescriptVector Databases
    19 Hours Ago
    Remote
    United States
    200K-320K Annually
    Mid level
    200K-320K Annually
    Mid level
    Software • Defense
    As an Outcome Engineer at Onebrief, you will architect multi-agent systems, implement automated governance, and prototype AI tools, transforming product development in a collaborative environment.
    Top Skills: AWSKubernetesLarge Language ModelsNode.jsPostgresRedisTypescriptVector Databases

    What you need to know about the NYC Tech Scene

    As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

    Key Facts About NYC Tech

    • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
    • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
    • Key Industries: Artificial intelligence, Fintech
    • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
    • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
    • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account