Financial Analyst

Overview

This is an hourly, remote contractor role for a Financial Analysis Subject Matter Expert (SME). The work involves reviewing AI-generated financial analysis and business-finance responses and/or creating expert finance content. You will evaluate reasoning quality and step-by-step analytical problem-solving, and provide precise written feedback.

There is no immediate project for this role; however, if qualified, you will be among the first experts contacted when relevant opportunities arise. This also provides access to future projects available through the expert network.

Responsibilities

• Create AI training content, including detailed prompts and gold-standard finance outputs such as models, assumptions tables, narratives, sensitivity analyses, and investment-style summaries.
• Evaluate and rank AI responses to improve numeric correctness, rigor, clarity, and practical usefulness.
• Test AI outputs for calculation errors, misleading interpretations, unsafe assumptions, and bias.
• Validate reliability across business scenarios.
• Assess solutions for accuracy, clarity, and adherence to the prompt.
• Identify errors in financial modeling logic, assumptions, unit economics, valuation reasoning, forecasting, and metric interpretation.
• Fact-check finance concepts and calculations.
• Write high-quality explanations and model solutions that demonstrate correct methods.
• Rate and compare multiple responses based on correctness and reasoning quality.

Requirements

• Bachelor’s degree (or higher) in Finance, Accounting, Economics, Business, Mathematics/Statistics, or a related field.
• CFA/MBA is a strong plus.
• 5+ years of professional experience in financial analysis (FP&A, corporate finance, investment banking, equity research, consulting, or similar).
• Strong command of core finance concepts, including:
  • 3-statement logic
  • cash flow drivers
  • working capital
  • margin analysis
  • capital allocation
  • basic corporate accounting linkage
• Proven experience building and reviewing financial models, including:
  • forecasting
  • scenario/sensitivity analysis
  • cohort/unit economics
  • pricing/packaging analyses
• Comfortable with valuation reasoning (DCF mechanics, comps selection, multiple drivers) and ability to clearly state assumptions and limitations.
• Strong quantitative rigor and attention to detail, including units, sign conventions, time horizons, circularity, and error-checking.
• Ability to communicate complex analyses clearly in writing, including:
  • executive summary
  • key drivers
  • risks
  • recommendations
  • Minimum C1 English proficiency.
• Reliable, self-directed approach, with consistent quality in an hourly, remote contractor workflow across time zones.

Preferred Qualifications

• Prior experience with AI data training/annotation, finance QA, investment memo review, or analytics editorial work.

Compensation & Benefits

• Hourly, remote contractor role (exact rate not specified).

Location

• Remote