Senior Financial Analyst
Role Overview
This senior-level role involves building and optimizing advanced financial models across domains like corporate finance and private equity, managing validation workflows, and creating problem sets for AI training. The analyst will work in a fast-moving, cross-functional team, directly impacting the quality and scalability of financial content used to train next-generation AI models.
Perks & Benefits
This is a full-time remote position based in LATAM with flexible work hours, requiring overlap with U.S. business hours. It offers opportunities for career growth into leadership roles in a scaling team, within a lean, mission-driven company environment focused on AI innovation.
Full Job Description
About the Role
Theta Software is hiring a high-agency Senior Financial Analyst to help scale its platform for AI model training and evaluation. This role blends deep financial modeling with operational execution. You'll build complex Excel models, lead validation workflows, and manage domain experts. It's a fast-moving environment with direct access to leadership and real growth opportunities.
This is not a traditional finance position, we’re looking for someone who thrives in unstructured environments, can switch between strategy and execution, and is excited to build high-quality financial content that trains next-generation AI models.
Key Responsibilities
Build and optimize advanced financial models across domains including corporate finance, private equity, and investment banking
Design and manage workflows for model validation, data cleaning, and reporting
Review and refine financial tools and exercises created by internal teams and collaborators
Create and test real-world financial problem sets used in training AI systems
Provide hands-on support ensuring the quality, accuracy, and clarity of financial deliverables
Collaborate with cross-functional teams to improve content and streamline operations
Requirements
2+ years in finance, preferably investment banking, private equity, or corporate finance
Strong Excel modeling skills (scenario analysis, complex formulas, data management)
Experience with high-complexity or large-scale financial analysis
Strong understanding of financial statements and accounting principles
High attention to detail, excellent organizational skills, and analytical thinking
Self-starter who operates well in a startup environment
Fluent English (C1 or C2) written and verbal communication must be strong
Candidates with small-business bookkeeping backgrounds will not be considered
Preferred Qualifications
Degree in Finance, Accounting, Economics, or related field
CFA, CPA, or similar certifications
Experience mentoring or managing junior analysts
Exposure to data visualization or modeling automation tools
Compensation & Logistics
Full-time remote role based in LATAM
Flexible work hours, but must overlap with U.S. business hours
Opportunity to grow into a leadership role in a scaling team
Success Indicators (First 3–6 Months)
Deliver 3–5 polished financial models across multiple domains
Lead 2–3 end-to-end financial content workflows with minimal oversight
Improve or redesign existing modeling frameworks for operational use
Consistently meet internal quality benchmarks for content and execution
Company Overview
Theta Software builds infrastructure for the world’s top AI labs. Through simulation environments and proprietary content, they help AI models train against high-fidelity, domain-specific datasets. The team is lean, fast-moving, and deeply mission-driven, working directly with the forefront of AI innovation.
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