Excel Expert — Finance

Advanced Excel judgment for AI

Help research teams improve AI performance on professional spreadsheet tasks. The focus is advanced financial modeling and analysis in private equity, investment banking, hedge funds or equity research, with accounting and FP&A backgrounds also considered.

Task development and evaluation

• Identify gaps in how models approach Excel work and help researchers address them through training examples.
• Design realistic assignments drawn from your professional experience and produce accurate, well organized solutions.
• Review spreadsheet tasks and completed answers, explaining quality issues through clear written feedback.
• Work with other subject specialists so that training material remains accurate and consistently assessed.

Spreadsheet qualifications

You need advanced professional command of formulas such as XLOOKUP, INDEX/MATCH and dynamic arrays, as well as PivotTables, financial modeling, dashboards, Power Query, Power Pivot and macros or VBA.

Practical finance experience should include work such as integrated three statement models, LBO or discounted cash flow analysis, other valuation work and forecasts. The role calls for senior professional spreadsheet judgment backed by clear career progression.

Previous AI training, human data annotation or model evaluation experience is a strong advantage, particularly familiarity with rubric based review. Clear spoken and written communication, practical problem solving and effective work with colleagues are also required.

Employment and stated schedule

Applicants must be based in the United States. The schedule specified in the source is 40 hours each week during weekdays through the end of September, followed by 20 hours weekly thereafter.

This is W2 employment through an employer of record partner, with an opportunity to work as part of a technology client’s extended workforce. The employment partner manages payroll and benefits while the role contributes to the client’s AI research initiative.