Finance Expert – Remote Financial Document Review & Valuation Consultant
CapitexAI
Job description
About the role
We are seeking a seasoned finance professional to join our remote team as a Financial Document Review & Valuation Consultant. In this role you will apply advanced finance expertise to evaluate, annotate, and validate complex financial documents and analytical outputs, supporting high‑precision financial reasoning systems.
Key responsibilities
- Review and assess financial documents including investment memoranda, earnings reports, and regulatory filings.
- Evaluate structured analytical outputs for accuracy, valuation logic, and financial reasoning quality.
- Annotate and validate model‑generated financial analyses against professional finance standards.
- Identify gaps, inconsistencies, or misinterpretations in quantitative and qualitative financial outputs.
- Provide structured written feedback to improve analytical rigor and decision‑quality outputs.
Required profile
- CFA designation or senior‑level experience in investment banking, asset management, or top‑tier financial institutions.
- Deep expertise in financial statement analysis, valuation methodologies, and capital markets.
- Proven ability to evaluate complex financial reasoning with precision and consistency.
- Excellent written communication skills and ability to produce professional‑grade documentation.
- Strong attention to detail across numerical models, assumptions, and narrative financial analysis.
- Experience reviewing investment research, valuation models, or due‑diligence materials (preferred).
- Familiarity with institutional‑grade financial reporting and compliance standards (preferred).
Required skills
- Financial statement analysis
- Valuation methodologies
- Capital markets knowledge
What we offer
- Competitive hourly rate of $85‑$100.
- Flexible working hours.
- Fully remote engagement.
- Opportunity to contribute to high‑precision financial reasoning evaluation systems.
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