Develop, maintain, and enhance robust operating models that capture business drivers, revenue streams, cost structures, and capital allocation strategies.
Build detailed cash flow forecasts, including short-term liquidity planning and long-term financial projections, ensuring alignment with business goals.
Apply AI and data-driven techniques to automate, optimize, and improve the accuracy of financial models and forecasting processes.
Conduct sensitivity analysis and scenario planning, including downside and stress-case modeling, to evaluate financial resilience under varying market conditions.
Translate business and corporate strategy into clear financial implications, enabling leadership to assess profitability, risk exposure, and investment priorities.
Collaborate cross-functionally with product, operations, and leadership teams to gather inputs and validate model assumptions.
Create dashboards, reports, and visualizations that communicate complex financial insights in a clear and actionable manner.
Support strategic initiatives such as fundraising, M&A analysis, pricing strategies, and cost optimization efforts.

Bachelor’s or Master’s degree in Finance, Economics, Accounting, Engineering, or a related field; CFA/CA/MBA is a plus.
2–7 years of experience in financial modeling, corporate finance, investment banking, consulting, or related roles.
Advanced proficiency in Excel and financial modeling techniques, including three-statement models, DCF analysis, and scenario modeling.
Experience with AI/ML tools, Python, or financial analytics platforms to enhance modeling efficiency and insights.
Strong expertise in operating models and cash flow forecasting methodologies.
Proven ability to perform sensitivity analysis, build downside scenarios, and assess financial risk.
Demonstrated capability to translate strategic initiatives into measurable financial outcomes.
Strong analytical thinking, attention to detail, and problem-solving skills.
Excellent communication and stakeholder management abilities.
Experience working with large datasets and integrating structured/unstructured data into financial models is preferred.
Familiarity with business intelligence tools such as Power BI, Tableau, or similar platforms is advantageous.
Exposure to startup or high-growth environments is advantageous.

Financial Modeling AI Expert

Key skills