About the role
Role Overview We are looking for a Financial & Valuation Specialist to independently review, challenge, and validate Nace.ai ’s financial models and AI-driven investment workflows. Your role will be to critically assess underlying assumptions across a wide spectrum of financial activities. You will test model logic, verify compliance with respective standards and regulations, and ensure that outputs reflect real-world institutional practices. You will play a key part in guaranteeing the reliability, defensibility, and analytical rigor of our platform's methodologies.The candidate will also be involved in Model Training, Performance and Accuracy optimization, Dataset curation, and Product testing. Key
Responsibilities: Design and execute testing scenarios across a wide spectrum of financial workflows, including M&A, Financial Due Diligence (FDD), market analysis, stock screening, and complex business valuations. Critically assess the AI agent's reasoning chains to ensure it correctly interprets financial data, applies appropriate market approaches, and avoids "hallucinating" financial metrics or calculations. Validate whether the AI's outputs and current models align with accepted financial frameworks (IVS, IFRS/US GAAP fair value guidance) and real-world market practice. Provide clear, actionable recommendations on how to adjust assumptions, improve methodologies, or correct model mechanics. Explain why certain valuation or analytical approaches may be inappropriate and highlight potential financial or methodological risks. Translate complex financial mechanics and investment logic into actionable product
requirements and rulesets for the Product, Engineering, and Data teams. Participate in discussions and contribute expert insights when designing new finance- and valuation-related features.
Qualifications: 5+ years of professional experience in corporate finance, valuation, investment banking, transaction advisory, or audit advisory roles. Strong expertise in business valuation, financial modeling, market analysis, and the broader transaction lifecycle. Proven experience reviewing or building complex financial models (DCF, market approach, transaction multiples, LBOs, option pricing models). Ability to identify modeling errors or AI logic flaws and communicate them clearly to non-finance stakeholders. Strong analytical skills, structured thinking, and exceptional attention to detail. Excellent communication skills with the ability to explain complex financial concepts in a simple, practical way. Preferred
Qualifications: Experience with automated valuation tools or AI-driven financial modeling solutions. Experience in SaaS, fintech, or technology-driven product environments. Exposure to multi-jurisdictional valuation practices or cross-border transactions. Professional certifications (e.g., CFA, CPA, ASA, CBV). Experience reviewing financials for audits, M&A transactions, financial reporting, or litigation support.
About Nace.AI
Nace AI develops enterprise artificial intelligence systems that automate complex professional workflows by generating task-specific AI models and coordinating multiple specialized agents within a unified platform. The company’s core technology, known as a MetaModel, converts enterprise policies, procedures, and data into small, customized language models that are designed to execute tasks with higher precision and alignment to business requirements. Its platform orchestrates more than a hundred AI agents that can process large volumes of structured and unstructured data, including financial records, legal documents, and operational datasets, to produce structured outputs such as reports, audits, and compliance analyses. These agents operate autonomously across workflows, while human experts provide final validation to ensure accuracy and adherence to professional standards.
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Job details
Location
Palo Alto, CA
Funding
Total raised
$21.5M
Last stage
Seed
Investors
Founders
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.
