Financial Planning Analyst

About This Role

This role will involve serving as a domain expert in pricing strategy and financial analysis for consumer retail businesses, evaluating and refining AI-generated financial outputs, and providing structured feedback for AI workflow improvements.

Responsibilities

• Serve as a domain expert in pricing strategy and financial analysis for consumer retail businesses
• Evaluate and refine AI-generated outputs related to financial modeling, valuation, pricing strategy, and transaction analysis
• Provide structured feedback to improve the accuracy, reasoning, and robustness of AI workflows
• Stress-test complex financial scenarios and ensure outputs reflect real-world investment and strategic standards
• Contribute to the development of high-quality financial reasoning benchmarks and evaluation frameworks
• Collaborate cross-functionally with AI researchers, engineers, and product teams

Requirements

• Experience in M&A or coverage at a bulge bracket investment bank
• Experience as an investor at a large-cap or mid-market private equity firm
• Track record as an analyst at a hedge fund
• Deep familiarity with SEC EDGAR filings (10-Ks, 10-Qs, 8-Ks) and financial statement analysis
• Strong understanding of pricing strategy in consumer retail environments
• Ability to conceptualize and execute complex financial workflows at both a strategic and practical level
• Exceptional written and verbal communication skills
• High analytical rigor and structured thinking

Skills

* Required skills