Overview
This is an hourly, remote contractor role for a Financial Analysis Subject Matter Expert (SME). The role involves reviewing AI-generated financial analysis and business-finance responses, creating expert finance content, and providing precise written feedback. The focus is on evaluating reasoning quality and step-by-step analytical problem-solving.
Responsibilities
- Review AI-generated financial solutions for accuracy, clarity, and adherence to prompts.
- 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 demonstrating correct methods.
- Rate and compare multiple responses based on correctness and reasoning quality.
- Develop 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, bias, and validate reliability across business scenarios.
Requirements
- Bachelor’s degree or higher in Finance, Accounting, Economics, Business, Mathematics/Statistics, or a related field.
- CFA or MBA is a strong plus.
- Minimum 5 years of professional experience in financial analysis roles such as FP&A, corporate finance, investment banking, equity research, consulting, or similar.
- Strong understanding of core finance concepts including 3-statement logic, cash flow drivers, working capital, margin analysis, capital allocation, and corporate accounting linkage.
- Proven experience building and reviewing financial models including forecasting, scenario/sensitivity analysis, cohort/unit economics, and pricing/packaging analyses.
- Comfortable with valuation reasoning including DCF mechanics, comps selection, and clearly stating assumptions and limitations.
- Strong quantitative rigor and attention to detail, including units, sign conventions, time horizons, circularity, and error-checks.
- Ability to communicate complex analyses clearly in writing with at least C1 English proficiency.
- Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones.
- Prior experience with AI data training/annotation, finance quality assurance, investment memo review, or analytics editorial work is strongly preferred.
Preferred Skills
- Variance Analysis
- Excel/Sheets proficiency
- Financial Analysis and Modeling
- Data Interpretation
- Forecasting & Budgeting
- Valuation (DCF/Comps)
- Unit Economics
- KPI Dashboards
Additional Information
- There is no immediate project available for this role. Qualified candidates will be among the first contacted when relevant opportunities arise.
- This role provides access to future projects through an expert network.
Location
Remote contractor position, working across time zones on an hourly basis.