Project Overview

Join a growing community of professionals advancing the next wave of AI. As an AI Trainer, you’ll play a hands-on role by analyzing and providing feedback on data to improve LLM performance, helping ensure that the next generation of AI technology is accurate and trustworthy.

We are seeking a skilled Finance & Excel Modeling Expert to work as a project consultant in our AI Labor Marketplace. This is not a full-time employment position — you will be engaged as an expert project consultant on a contract basis.

Location: U.S.-based experts only

Engagement: Part-time, 1099 project-based expert evaluation work

Work Type: Remote

Project Summary

This project supports the development and evaluation of advanced AI systems by translating real-world finance and accounting workflows into realistic, structured, and evaluable Excel-based tasks.

Contributors will build realistic Excel datasets and financial models, craft domain-specific questions and prompts, produce accurate gold-standard answers, and record end-to-end walkthroughs demonstrating how an experienced finance professional reasons through and completes the work in Excel.

The work will specifically include AR aging analytics, balance reconciliation, budgeting, and allocations & cost-center modeling, along with broader financial analysis and modeling activities.

The goal is to capture not only the correct final output, but also the analytical reasoning, assumptions, calculations, modeling decisions, and Excel workflows that experienced finance professionals use to solve complex business problems.

Consultant Engagement Terms

This is a project-based consultant role. Consultants will be paid on a per-project basis; hourly rates are estimates based on anticipated completion time. Consultants control their own schedule, provide their own tools, and may simultaneously provide services to other vendors or employers (subject to those vendors’ allowances).

Responsibilities

Contributors will:

• Build realistic Excel datasets, financial models, analyses, and business scenarios
• Create Excel-based tasks involving AR aging analytics, balance reconciliation, budgeting, and allocations & cost-center modeling
• Translate real-world finance and accounting workflows into clear, realistic, and evaluable AI prompts
• Develop domain-specific questions that reflect authentic professional finance work
• Produce accurate, defensible gold-standard answers and completed Excel outputs
• Apply advanced Excel formulas, assumptions, data structures, analytical techniques, and financial modeling methodologies
• Analyze financial data, identify discrepancies, and validate calculations and assumptions
• Record end-to-end walkthroughs demonstrating how financial tasks are approached and completed in Excel
• Clearly communicate the reasoning, assumptions, calculations, and decisions behind each analysis
• Review completed work for accuracy, model integrity, clarity, and real-world relevance

Expected Outcomes

Successful contributors will produce:

• Realistic, professionally structured Excel datasets and financial models
• High-quality analyses involving accounts receivable aging, balance reconciliations, budgeting, allocations, and cost-center structures
• Realistic prompts and questions that meaningfully test AI capabilities on professional finance tasks
• Accurate and defensible gold-standard answers
• Clear demonstrations of professional finance reasoning and Excel workflows
• Well-structured models with transparent assumptions, formulas, and calculations
• Tasks requiring meaningful financial reasoning rather than simple spreadsheet manipulation
• Consistent, reproducible outputs that can support scalable AI training and evaluation

Qualifications

Required Qualifications

• 3+ years of professional experience in finance, accounting, FP&A, financial analysis, financial modeling, or a closely related field
• Advanced proficiency in Microsoft Excel, including formulas, financial modeling, data analysis, and working with structured financial datasets
• Hands-on professional experience with AR aging analytics, including analyzing outstanding receivables and interpreting aging data
• Hands-on professional experience with balance reconciliation, including identifying and investigating discrepancies
• Hands-on professional experience with budgeting, including building, analyzing, or maintaining budgets and related financial models
• Hands-on professional experience with allocations and cost-center modeling, including working with allocation methodologies, departmental or business-unit expenses, and cost-center structures
• Demonstrated ability to build clean, structured, and auditable Excel models
• Strong understanding of financial statements, business drivers, assumptions, and financial decision-making
• Ability to identify discrepancies, validate calculations, and evaluate the reasonableness of financial outputs
• Ability to clearly explain complex financial concepts, Excel workflows, calculations, and modeling decisions
• Ability to translate professional finance work into realistic questions, scenarios, and expected outputs
• Strong written and verbal communication skills
• High attention to detail and commitment to numerical accuracy

Relevant Professional Backgrounds

Strong candidates may come from backgrounds such as:

• Financial Planning & Analysis (FP&A)
• Corporate Finance
• Corporate Accounting
• Finance Operations
• Controllership
• Financial Reporting
• Commercial Finance
• Financial Analysis
• Financial Modeling
• Accounting Operations
• Business Finance / Finance Business Partnering

Preferred Qualifications

• Experience building forecasts, budgets, variance analyses, management reporting, or scenario models
• Experience working with complex or high-volume financial datasets
• Experience reviewing, auditing, or quality-checking financial models and spreadsheets created by others
• Experience presenting or explaining financial analyses to business stakeholders
• Experience creating repeatable financial processes, templates, or analytical workflows
• Familiarity with financial systems or ERP-generated data
• CPA, CFA, MBA, or other relevant finance/accounting credentials are a plus, but not required

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