Senior Financial Analyst

# Senior Financial Analyst ## Company Overview Theta Software is a forward-thinking company at the intersection of AI, data, and high-end financial modeling. The organization prides itself on its innovative approach and is committed to delivering exceptional financial modeling solutions that meet the demands of professional audiences globally. ## Job Summary The Senior Financial Analyst will play a pivotal role in developing, reviewing, and enhancing complex financial models that serve a variety of high-stakes financial environments, including investment banking, private equity, and corporate finance. This technical, hands-on position requires a candidate who thrives on building solutions from the ground up and values autonomy while making a significant impact on the company's global product offerings. ## Responsibilities - Develop, maintain, and optimize comprehensive financial models (integrated Income Statement, Balance Sheet, and Cash Flow). - Build and validate advanced components of financial modeling, including revenue projections, growth drivers, sensitivity analyses, and capital structures. - Review, stress-test, and enhance complex financial models created by internal teams and other experts. - Design and resolve real-world financial scenarios for the platform, focusing on technical accuracy and educational value for users. - Collaborate with finance experts and developers to ensure the integrity, documentation, and scalability of financial models. - Provide ongoing operational support, including quality assurance, debugging, and continuous improvement of financial models. ## Qualifications - 2 – 8+ years of hands-on experience in investment banking, private equity, venture capital, risk management, corporate finance, strategic finance, or related fields. - Proven experience in constructing complete, integrated financial models from scratch, including full three-statement models and valuations (Discounted Cash Flow, comparable analysis). - Advanced Excel proficiency, including complex formulas, dynamic modeling, and multi-tab linked models. - Strong organizational skills with a focus on structure, thoroughness, and documentation. - Comprehensive understanding of corporate finance, accounting principles, and their interconnections within financial statements. - High attention to detail and commitment to maintaining a high quality of work. - Ability to work independently, manage projects end-to-end, and effectively prioritize tasks in a remote fast-paced environment. - Strong verbal and written English communication skills. ## Preferred Skills - Experience in designing or reviewing technical case studies or modeling assessments for training or educational purposes. - Bachelor's or Master's degree in Finance, Economics, Accounting, Engineering, or a related quantitative discipline. - Professional certifications such as CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant). - Experience mentoring or leading junior analysts or associates. - Familiarity with programming, automation, or data tools relevant to financial modeling. ## Experience 2 to 8+ years of relevant experience in financial analysis, investment banking, private equity, or similar fields. ## Environment The position is remote, allowing for flexibility. It may require overlapping with U.S. Pacific Standard Time (PST) business hours. The role thrives in a fast-paced, autonomous work environment. ## Salary Salary information is not specified. ## Growth Opportunities The role offers potential pathways for career advancement into broader leadership or content-lead positions as the team expands. ## Benefits - Competitive compensation. - 15 days of Paid Time Off (PTO) in addition to U.S. national holidays. - Flexible remote work options. - Collaboration with an experienced and mission-driven leadership team.