Financial Modeling Specialist

Job Description

Job Description

Financial Modeling Specialist

Career Launch AI Talent Network

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)

About This Opportunity

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 at careerlaunch.ai.

Representative Role Overview

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.

Key Responsibilities

• 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

Desired Qualifications

• 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 workstreams 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

Why This Posting Matters

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

• Strategy & Management Consulting

• Technology (FAANG-level and startups)

• Product Management

• Data, Operations, and more

How Career Launch AI Helps Candidates

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

• AI-powered job application automation

• Personalized recruiter outreach

• 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.

How to Access Opportunities Like This

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

Career Launch Assessment Link:

Once enrolled, members receive:

• Access to the exclusive job board

• Personalized recruiter outreach

• Automated job applications

• Coaching and interview preparation

• Ongoing support until placement