Non-Investment Finance Expert – CL Funnel

This is a fully remote position, open to applicants in United States.

📋 Description

• Construct and assess PnL as well as mark-to-market reconciliations.

• Reconcile vendor/AP payments under cash constraints with purchase orders, P-cards, and aging controls.

• Create integrated three-statement and pro forma models, incorporating the effects of purchase accounting.

• Conduct covenant and credit analysis.

• Develop allocations for partnerships and professional services, including profit-pool waterfalls and capital accounts.

• Analyze term sheets, purchase/partnership agreements, trial balances, memos, and emails.

• Differentiate significant information from intentional distractions.

• Compose narratives suitable for CFOs and partners that articulate assumptions, variances, and recommendations.

• Generate and assess expert-quality financial work products for AI training and evaluation.

⛳️ Requirements

• Minimum of 3 years in a hands-on non-investment finance position.

• Background in product control/financial control, corporate FP&A, technical accounting, treasury/financial operations/AP–P2P, commercial banking credit, or professional services/partnership finance.

• CPA/CA/ACA/ACCA/CIMA or equivalent is highly preferred.

• Strong knowledge of US GAAP/IFRS; familiarity with ASC 805 and 606 is a plus.

• Proficient in advanced Excel modeling, including linked three-statement models, reconciliations, and pro formas.

• Ability to exercise professional judgment in situations with incomplete or ambiguous information.

• CFA/investing/portfolio management experience is not necessary.

• Engagement as an independent contractor.

• Must not require H1-B or STEM OPT sponsorship/support.

🏝️ Benefits

• Fully remote position.

• Flexible scheduling.

• Weekly payments through Stripe or Wise.

• Competitive compensation.

• Project timelines may be adjusted based on needs and performance.

• Opportunity to collaborate with leading researchers.

• Chance to contribute to the development of next-generation AI systems.

• Referral bonus of up to $340 for each successful referral.