Analyst, Financial Modeling

The role

The Analyst, Financial Modeling will build custom financial models and maintain a template library using Excel add-ins. This role partners with product management and engineering teams to determine future product developments and ensures customer adoption.

What you will do

• Deliver a world-class customer experience.
• Work on custom model building for all customers globally.
• Ensure financial models are accurate, error-free, and reflect operational complexities.
• Work closely with cross-functional internal teams to help clients maximize product value.
• Maintain comprehensive documentation of assumptions, methodologies, and formulas.
• Perform rigorous testing to validate model outputs and verify formula integrity.
• Modify models to accommodate changing business circumstances, regulatory changes, or new data.
• Address complex financial challenges by creating innovative solutions within the modeling framework.
• Use Excel to produce high-quality models and reports for clients using AlphaSense add-in.
• Create and present easy-to-understand models for clients.

Required qualifications

• Post graduate degree in Finance, Accounting or similar.
• Professional qualification including Chartered Financial Analyst (CFA), FRM.
• 1-3 years of client-facing experience.
• Deep and proven expertise in finance.
• Experience building financial models in excel.
• Ability to interpret financial data and conduct analysis.
• Knowledge of basic accounting concepts.
• Solid understanding of financial analysis terminology and best practices, such as DCF and financial statements.
• Ability to sift through large data sets to extract meaningful information.
• Ability to work under pressure to meet tight deadlines.
• Advanced user of Microsoft Excel, PowerPoint and other Microsoft Office suite products.
• Strong analytical and quantitative skills.

Nice to have

• Experience working using CapIQ, Bloomberg or similar Excel add-ins
• Knowledge of VBA
• Ability to handle ambiguity, proactively identify challenges and present solutions
• An interest in AI, technology and software applications

About the company

AlphaSense provides market intelligence and search built on AI to remove uncertainty from decision-making. The company is headquartered in New York City with more than 2,000 employees across the globe.