• Design and develop institutional-quality financial modeling tasks based on real-world investment banking and private equity scenarios. • Create comprehensive prompts and execution plans, challenging AI systems to build financial models from scratch rather than templates. • Develop gold-standard reference models and objective evaluation rubrics to assess AI-generated outputs for accuracy, structure, and sound financial logic. • Build and review advanced transaction-oriented models, including integrated 3-statement models, DCFs (including WACC and sensitivity analysis), LBOs, M&A models, and growth equity frameworks. • Construct tasks that span specialized deal types such as recapitalizations, carve-outs, and bespoke structures. • Lead and document in-depth diligence analyses, including unit economics, cohort analysis, and margin driver assessment. • Collaborate asynchronously with AI researchers, providing clear written explanations for assumptions, methodologies, and modeling logic.

• Convert complex investment banking and M&A processes into structured, knowledge-rich deliverables suitable for AI training and evaluation. • Build, review, and annotate advanced financial models, including LBO, M&A, three-statement, and valuation models. • Prepare and refine investor-grade materials such as Investment Committee (IC) memos, CIM sections, and due diligence reports. • Evaluate and enhance AI-generated financial analyses to ensure transaction accuracy, logical rigor, and professional clarity. • Curate and structure transaction datasets to support finance-focused AI systems. • Collaborate closely with product and engineering teams to accurately capture authentic deal dynamics and decision-making frameworks. • Maintain exceptional standards of written and verbal communication across all deliverables.

• Design and develop institutional-quality financial modeling tasks based on real-world investment banking and private equity scenarios. • Create comprehensive prompts and execution plans, challenging AI systems to build financial models from scratch rather than templates. • Develop gold-standard reference models and objective evaluation rubrics to assess AI-generated outputs for accuracy, structure, and sound financial logic. • Build and review advanced transaction-oriented models, including integrated 3-statement models, DCFs (including WACC and sensitivity analysis), LBOs, M&A models, and growth equity frameworks. • Construct tasks that span specialized deal types such as recapitalizations, carve-outs, and bespoke structures. • Lead and document in-depth diligence analyses, including unit economics, cohort analysis, and margin driver assessment. • Collaborate asynchronously with AI researchers, providing clear written explanations for assumptions, methodologies, and modeling logic.

• Lead long-range planning, translating our strategic roadmap into a multi-year financial model that supports disciplined growth. • Partner with the CFO on capital structure strategy, resource allocation, and potential financing or M&A transactions. • Shape the financial narrative for Board meetings and executive decision-making. • Oversee Accounting to ensure audit readiness, compliance, and strong internal controls. • Strengthen financial reporting accuracy, transparency, and governance across the organization. • Optimize and evolve Finance / Accounting systems (ERP, planning, billing) to ensure data integrity and scalability. • Lead FP&A analysis on SaaS metrics, including CAC, LTV, NRR, gross margins, Rule of 40, etc. • Partner cross-functionally to improve operational efficiency, GTM performance, and forecast accuracy. • Ensure functional metrics are clearly connected to company-wide financial outcomes.