About this role
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Role Title: Financial Expert
Role Type: Contractor.
Location: Remote
our partner is engaging Financial Experts to participate in a customer-facing project focused on the evaluation and enhancement of AI agents within financial domains. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.
Scope of Work
- Develop realistic, multi-step finance and business process prompts that mirror actual industry workflows.
- Create detailed, objective rubrics to assess the quality, accuracy, and completeness of AI-generated outputs.
- Review and evaluate AI agent responses using your rubrics, providing structured, actionable feedback.
- Leverage Microsoft 365 applications (Excel, Word, PowerPoint, Outlook) to design and review tasks reflective of modern financial practices.
- Ensure all assessments and feedback are documented with clarity and precision in written English.
- Collaborate asynchronously with project coordinators to align on deliverable standards and expectations.
Preferred Qualifications
- Professional background in finance, accounting, FP&A, banking, consulting, or related fields.
- Strong expertise with Microsoft 365 tools, especially Excel, for analytical and documentation purposes.
- Exceptional written and verbal communication skills, with the ability to convey complex financial concepts clearly.
- Demonstrated attention to detail and consistency in following comprehensive evaluation guidelines.
- Ability to independently produce objective, structured assessments against well-defined criteria.
- Nice to have: experience in rubric development, data annotation, or AI model evaluation projects.
This is a 100% remote contract role, open to applicants worldwide in the countries the employer accepts.
