Investment Banking Expert | Remote

Position: Financial Planning and Analysis Expert

Type: Contract

Compensation: $45 – $95/hour

Location: Remote

Commitment: 10-40 hours/week

Role Responsibilities

• Analyze complex financial and marketing datasets to generate actionable business intelligence.
• Develop, refine, and implement financial models, forecasts, and scenario analyses to support decision‑making.
• Create and improve analytical rubrics and frameworks to enhance AI model training and performance.
• Prepare, review, and optimize financial reporting aligned with US GAAP and IFRS standards.
• Collaborate with cross‑functional teams to support strategic planning initiatives.
• Ensure compliance with financial regulations and internal control requirements.
• Advise stakeholders on SaaS metrics including ARR, MRR, CAC, and LTV to inform growth strategies.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, Engineering, or a related quantitative field.
• Strong years of experience in finance, accounting, FP&A, audit, or SaaS finance.
• Investment banking experience strongly preferred.
• Exceptional written and verbal communication skills, with the ability to present complex financial concepts clearly.
• Strong analytical thinking and attention to detail.
• Professional certifications such as CPA, CFA, or equivalent are preferred.
• Strong years of overall professional experience preferred.
• Deep experience with SaaS metrics and performance analytics is advantageous.