Finance Expert - CFA Certified
Obsidian
Join a leading AI lab's cutting-edge GenAI team to be at the core of the AI revolution, where your expertise fuels the development of the most advanced Large Language Models. 1. Overview Join a leading AI lab's cutting-edge GenAI team and help build foundational AI models from the ground up. We're seeking Finance subject-matter experts (SMEs) with solid domain expertise to bring rigor and real-world financial judgment to our AI training data. This is a W-2 employment position with Cincinnatus LLC, with the opportunity to be placed at a leading AI Lab as part of their extended workforce. 2. Key Responsibilities Guide research and engineering teams to close knowledge gaps in financial reasoning, analysis, and decision-making. Design challenging, domain-relevant finance tasks and write accurate, well-reasoned solutions grounded in real financial practice. Evaluate AI model outputs against structured rubrics and provide clear, written feedback on correctness, judgment, and reasoning quality. Develop and refine evaluation guidelines and scoring rubrics specific to finance tasks. Collaborate with other subject matter experts to ensure consistency and accuracy in training data. 3. Core Qualifications 2+ years of dedicated professional experience in finance (e.g., investment banking, asset management, corporate finance, accounting/audit, corporate treasury, financial planning & analysis) — not a generalist role that only touches finance peripherally. Professional finance credential required: CFA, ACA, ACCA, or CPA. Ability to engage reliably for at least 10 hours/week during weekdays. Verbal and written communication skills, problem-solving skills, and interpersonal skills. About Cincinnatus LLC: Cincinnatus LLC is an enterprise staffing company that partners with leading technology companies to source and employ highly skilled professionals for contingent and contract-based opportunities. Cincinnatus serves as the employer of record for these engagements, providing W-2 employment, payroll, benefits, and compliance, while placing employees directly within client teams to work on high-impact initiatives. Equal Employment Opportunity: Cincinnatus is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or any other legally protected characteristic. #J-18808-Ljbffr Obsidian
$59.1k - $196k
...countries and impacts millions of lives every day. We turn ideas into reality. You are…As a member of one of the world’s largest Workday-certified teams, you’ll be part of a team of advisory professionals who deliver more than just technology. From rapid deployments to entire...SuggestedFull timeWork experience placementLive inWork at officeLocal area- ...develop maintainable solutions and provide support for integration testing and updates for new Workday releases. As a Workday Senior Certified Financials Senior Consultant, you will be responsible for ensuring the successful implementation of the Workday solution. You will...SuggestedWork experience placementRemote work
- ...Apart ~ Active designation(s) as a Certified Financial Planner (CFP), Certified Public... ...Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity... ...written communication skills ~ BS or BA in Finance, Accounting, or other related major preferred...SuggestedWork at officeRelocationMonday to FridayFlexible hours
$116.2k - $229.1k
Position Summary Insurance finance leaders today face disruption from artificial intelligence, market... ...finance, accounting, economics, or analytics • Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA) •...SuggestedLocal areaVisa sponsorship$90k - $120k
...Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent education and related trainingMinimum... ...certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management...SuggestedFull timePart timeWork at officeLocal areaShift workDay shift- ...set you apartActive designation(s) as a Certified Financial Planner (CFP), Certified Public... ...Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity... ...written communication skillsBS or BA in Finance, Accounting, or other related major preferredBenefitsComprehensive...Work at officeRelocationMonday to Friday
$100k - $220k
...financial services, preferably in wealth management or advisory. CFP®, CFA®, CPA, or other advanced financial designation preferred.... ...dependents, plus mental health support and unlimited access to a Certified Financial Planner (CFP) via Northstar. Family & Community...Full timeWork at officeRemote workFlexible hours- ...employee experience, we\'ve been certified as a Great Place to Work. So... ...needs. As a private banking expert, you\'ll know our products and... ...Fluency in English CISI Level 4+ OR CFA level 1 plus Investment... ...Employment type Full-time Job function Finance and Sales Referrals increase...Full timeImmediate startRemote work
$82.6k - $162.8k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale... ...immigration sponsorship may be available Preferred: Certified NetSuite Professional (NetSuite Administrator / Suite Foundation...Local areaVisa sponsorship$128k - $252.5k
...clients, this role offers the opportunity to support finance integration and separation efforts that help... ...:Master of Business Administration (MBA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or other advanced degreeExperience working in...Local area- ...services to clients and preparing financial plans and recommendations. The ideal candidate has 3-6 years of experience and is certified as a CFP or CFA. Benefits include a 401(k) plan with employer matching, multiple medical plans, insurance coverage, and a comprehensive...
- ...enterprise client in the AI/LLM space is seeking highly qualified finance professionals to support a short-term project focused on... ...defined timelines during the engagement period Qualifications CFA Level 3 cleared (mandatory) Strong expertise in finance domains...Temporary workRemote work
- ...preferred. Education: High School Diploma / GED required. Associate Degree or Bachelor's Degree preferred. Licensures/Certifications: Certified Revenue Cycle Specialist (CRCS)/American Association of Healthcare Administrative Management (AAHAM), or Certified Revenue Cycle...Full timePart timeWork at officeRemote workMonday to FridayShift work
$61k - $119k
...years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the... ...Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement...Full timeContract workFor contractorsWork at office- ...service industry and/or a sales environment where goals were met or exceeded Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Schedule Monday -...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Minimum...Temporary workWork at officeMonday to FridayShift workDay shift
$50k
...a track record of success State insurance licenses preferred Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone...Work at officeWork from homeHome officeFlexible hours$65k - $80k
...service industry and/or a sales environment where goals were met or exceeded.Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).Obtained your insurance licenses.Minimum Education...Temporary workWork at officeMonday to FridayDay shift$130k - $150k
...alongside PBs, serving as the planning and investment subject-matter expert. Translate complex financial concepts into clear, compelling... ...language proficiency (written and spoken). CIMA®, CAIA®, CFA®, or other relevant advanced designation. Proficiency with MoneyGuidePro...Work at officeLocal area$128k - $177k
...Position Summary:This individual will provide support to the Fund Finance product team within the Financial Institutions Group (FIG) for... ...credit profilesA Bachelor’s degree or equivalent work experienceA CFA designation and or a background in Financial Accounting are a...Full timeLocal areaRemote work$50 per hour
A leading private capital platform in New York is seeking Certified Private Investment Analysts to support investors and fund managers.... ...real deal flow. Ideal candidates will have a solid background in finance or related fields, with significant transaction experience for...Hourly payFor contractorsImmediate start$50 per hour
A financial services platform in New York seeks qualified finance professionals as Certified Portfolio & Deal Analysts. This independent contractor role involves supporting live transactions and ongoing portfolio analysis for investors and fund managers. Candidates must...Hourly payFor contractorsImmediate startFlexible hours$55.25k - $66.3k
...Proven track record of continued success in all industries and careers including, but not limited to: Accountants, Attorneys, Bankers, CERTIFIED FINANCIAL PLANNER™ professionals*, Community leaders, Consultants, Entrepreneurs, Fundraisers, Insurance agents, Military...Full timePart timeWork experience placementLocal area$110.7k - $218.3k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale... ...immigration sponsorship may be available Preferred: Certified NetSuite Professional (NetSuite Administrator / Suite Foundation...Local areaVisa sponsorship$140k - $175k
...a strategic advisor- Ability to make critical decisions independently and act as a business owner- Professional designation such as CFA or CFP is preferredLocation:The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week$121.44k - $154.84k
...better. In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm...Work experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Company DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a... ...retention and satisfactionCFP Certification or additional credentials (CFA, CPA, JD, ChFC) Why Join Us Competitive comp package that rewards...Work at office
$130k - $175k
Lending | Leveraged & Structured Corporate Finance Portfolio Management| Associate| New... ...capital strategy. The team is considered experts on the individual borrowers and relevant... ...excellent results. An advanced degree and/or a CFA is a plus.Experience working for a US...Full timeWork at officeWork from home- Job-ID31067142Reference25-28434Remote100% RemoteAmpcus Inc. is a certified global provider of a broad range of Technology and Business... ...motivated candidate to join our talented Team. Job Title: Banner Finance Consultant Location: New York Summary:Client is seeking a...
- Role Overview: Associate, Capital Call FinancingThe Global Fund Finance business within the Capital Solutions Group in Global Banking and... ...frameworksEducation: Bachelor’s degree required; CPA, CFA, or MBA preferredRequired LicensingSIE, Series 7, Series 63, and...
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