Lifted, an Upwork Company Logo

Lifted, an Upwork Company

Senior Financial Analyst (CFA Level 3 Required)

Posted 2 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in New York, NY
Senior level
In-Office or Remote
Hiring Remotely in New York, NY
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

    An Hour Ago
    Remote
    United States
    100K-160K Annually
    Entry level
    100K-160K Annually
    Entry level
    Artificial Intelligence • Blockchain • Professional Services • Security • Consulting • Cybersecurity • Defense
    Perform hands-on application and system security assessments: discover and validate vulnerabilities, develop proof-of-concepts and custom tooling, conduct threat modeling and architecture reviews, and communicate clear remediation guidance to clients while contributing to security research.
    Top Skills: AslrCC++CfiDepGoJavaScriptPythonRustTypescript
    An Hour Ago
    Remote or Hybrid
    140K-165K Annually
    Senior level
    140K-165K Annually
    Senior level
    AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
    Create reusable "paved paths" (documentation, reference architectures, IaC modules, code templates, and tools) to simplify building on enterprise platforms. Partner with architects and platform teams, develop and maintain templates and AI-assisted developer workflows, gather feedback from application teams, and iterate to maximize usability and adoption across a large, federated engineering organization.
    Top Skills: Agent-Based ToolsAWSAzureCi/CdCloudformation (Cft)GCPInfrastructure As Code (Iac)Internal Developer AssistantsPrompt EngineeringPulumiTerraform
    3 Hours Ago
    Remote
    United States
    155K-170K Annually
    Senior level
    155K-170K Annually
    Senior level
    Software
    The role involves leading projects as a full-stack engineer, focusing on SaaS products, enhancing user experiences, and building accessible software.
    Top Skills: CSSHTMLPostgresTypescript

    What you need to know about the Boston Tech Scene

    Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

    Key Facts About Boston Tech

    • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
    • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
    • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
    • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
    • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
    • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account