Senior FP&A Expert - Financial Task Design and Evaluation

Overview

This remote, project-based contractor role supports an advanced AI evaluation project focused on realistic Financial Planning & Analysis (FP&A) workflows. You will design FP&A tasks and business scenarios, develop reference financial models, and evaluate AI-generated financial outputs for accuracy, completeness, and practical business relevance.

Responsibilities

• Design realistic FP&A tasks and business scenarios reflecting complex, real-world financial planning, forecasting, and decision-making workflows
• Develop financial models and reference solutions using Excel, including:
  • Traceable formulas
  • Documented assumptions
  • Scenario analysis
  • Consistency checks
• Create tasks covering core FP&A processes, including:
  • Annual budgeting
  • Rolling forecasts
  • Variance analysis
  • Headcount planning
  • Investment decisions
• Build and evaluate integrated financial analyses that include income statements, balance sheets, cash flow forecasts, working capital, and liquidity considerations
• Develop scenarios that use multiple sources of financial and business information (e.g., spreadsheets, contracts, emails, and management presentations)
• Evaluate AI-generated financial models, analyses, and recommendations for:
  • Technical accuracy
  • Financial consistency
  • Completeness
  • Sound business judgment
• Identify material errors, unsupported assumptions, inconsistencies, and weaknesses in financial models or conclusions
• Define clear evaluation criteria and acceptable outcomes, accounting for valid alternative financial approaches and reasonable assumptions
• Write precise task instructions, reference answers, and concise executive-level explanations that reflect the underlying financial analysis
• Apply structured evaluation guidelines consistently, providing clear, evidence-based rationales for assessments

Requirements

• 5+ years of relevant professional experience in Financial Planning & Analysis (FP&A), corporate finance, finance business partnering, or a closely related field (or equivalent demonstrated expertise)
• Advanced Excel and financial modeling skills, including building, reviewing, and auditing complex financial models with transparent formulas and well-documented assumptions
• Hands-on experience owning or supporting financial planning processes, including operating budgets, rolling forecasts, variance analysis, headcount planning, and investment evaluations
• Strong understanding of financial statements and accounting principles, including income statement, balance sheet, cash flow, working capital, liquidity, and debt covenants
• Ability to build scenario-based financial models, assess the impact of differing business assumptions, and evaluate multiple approaches
• Capability to independently reconcile complex or conflicting financial information across spreadsheets, contracts, business documents, and management reports
• Strong analytical judgment to identify material financial errors, flawed assumptions, inconsistencies, and unsupported conclusions
• Ability to assess quality and correctness of financial analyses, including recognizing valid alternative methodologies and defining clear acceptance criteria
• Excellent written English communication skills, with the ability to produce precise instructions, structured financial explanations, and concise executive memos
• Strong attention to detail and the ability to consistently apply detailed evaluation guidelines while using independent professional judgment

Preferred Qualifications

• Experience in software, technology, or SaaS businesses, including ARR, retention, gross margin analysis, and subscription-based financial planning
• Experience with financial model auditing, quality assurance, or reviewing financial deliverables prepared by others
• Previous exposure to AI evaluation, benchmark development, or designing structured analytical assessments
• Experience presenting financial analyses and recommendations to senior management or executive stakeholders

Compensation & Benefits

• $400 USD per accepted task
• Estimated task completion time: approximately 5–6 hours
• Indicative hourly rate: $67–$80/hour
• Actual earnings per hour will vary depending on time spent completing each task
• Compensation is based on successfully completed and accepted tasks, not on hours worked
• Fully remote with flexible working hours
• Part-time contractor role

Location

Remote (work from anywhere)

Application

Please submit your CV along with a brief note about your FP&A background, financial modeling experience, and areas of expertise. Highlight experience with budgeting, forecasting, and financial analysis, and any relevant software or SaaS industry exposure. If applicable, include experience building complex financial models, reviewing financial deliverables, or designing financial assessments and business cases.