Financial Modeling Specialist

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)

This posting represents the type of Financial Modeling Specialist roles featured within the Career Launch AI Private Job Board.
It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive finance, consulting, and analytics-driven opportunities that may not appear on public job boards. This description reflects a typical early-career financial modeling–focused role accessible through the network.

More information is available .

A leading investment bank, private equity firm, corporate finance team, or strategic advisory group may seek a Financial Modeling Specialist to support complex financial analyses across transactions, strategic planning, capital allocation, and performance forecasting.

This role is ideal for candidates who excel in building robust financial models, translating assumptions into insights, and supporting senior professionals with data-driven decision-making across M&A, capital markets, and corporate strategy initiatives.

Build, maintain, and audit advanced financial models, including 3-statement operating models, DCF, LBO, accretion/dilution, and scenario analyses

Develop forecasting and sensitivity analyses to evaluate business performance, investment returns, and strategic outcomes

Analyze historical financials, operating metrics, and key value drivers to support modeling assumptions

Support M&A, capital raising, restructuring, and strategic finance engagements through model-based insights

Customize models for deal execution, valuation, budgeting, and long-range planning purposes

Prepare clear model outputs, exhibits, and analytical summaries for internal and client-facing presentations

Assist with due diligence, data validation, and model documentation

Collaborate with senior bankers, investors, and corporate finance leaders across deal and strategy workflows

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related quantitative discipline

Strong passion for financial modeling, forecasting, and analytical problem-solving

Demonstrated proficiency in building structured, flexible, and auditable financial models

Excellent quantitative, analytical, and communication skills

Ability to manage multiple models and work streams in a fast-paced environment

High attention to detail with a strong sense of ownership and accountability

Prior internship or experience in investment banking, private equity, FP&A, consulting, valuation, or transaction services is beneficial

Advanced proficiency in Excel, with working knowledge of PowerPoint and financial research platforms

This Financial Modeling Specialist description reflects the types of opportunities available exclusively to Career Launch AI members, including:

Roles shared directly with Career Launch AI by employers

Opportunities not posted publicly

Warm introductions to hiring managers and recruiters

AI-supported job targeting and application support

Interview coaching and modeling-focused preparation

Career Launch AI members gain access to 1,000+ curated roles across:

Investment Banking

Private Equity & Venture Capital

Corporate Finance & FP&A

Technology (FAANG-level and startups)

Product Management

Data, Operations, and more

Career Launch AI is a career acceleration platform designed to help candidates secure competitive roles more efficiently. Members receive:

AI-powered job application automation

Warm introductions to decision-makers

Sector-specific resume optimization

Interview preparation and ongoing support

This posting is an example of the types of positions members may pursue through the platform.

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

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