Build and evaluate advanced Excel finance tasks for AI training data. Responsibilities include creating financial models and analyses, designing realistic finance scenarios, writing solutions, reviewing task accuracy, providing feedback, and collaborating with subject matter experts. The role requires advanced Excel skills, including formulas, PivotTables, dashboards, Power Query, Power Pivot, macros, and VBA, plus professional finance experience in areas such as private equity, investment banking, hedge funds, equity research, accounting, or FP&A.
This role is for one of our clients
Compensation: $70 - $100 per hour
We're seeking advanced Excel experts with deep, hands-on experience in finance — professionals who live in spreadsheets, building financial models and analyses at a senior, professional level. Your expertise will directly elevate the quality of the training data behind the most advanced Large Language Models.
This role is for finance professionals who apply advanced Excel — three-statement modeling, valuation, forecasting, and data analysis — in domains such as private equity, investment banking, hedge funds, and equity research (accounting / FP&A also welcome).
Requirements
Key Responsibilities
- Guide research teams to close knowledge gaps and improve AI model performance on Excel-based tasks within finance.
- Design realistic, domain-relevant Excel tasks drawn from your professional experience, and write accurate, well-structured solutions.
- Evaluate Excel tasks and solutions and provide clear, written feedback.
- Collaborate with other subject matter experts to ensure consistency and accuracy in training data.
Core Qualifications
- Demonstrated advanced, professional-level Excel expertise, including advanced formulas (e.g., XLOOKUP, INDEX/MATCH, dynamic arrays), PivotTables, financial modeling, dashboards, Power Query, Power Pivot, and macros/VBA.
- Hands-on professional experience applying Excel within a finance domain — private equity, investment banking, hedge funds, or equity research (accounting / FP&A also considered), including work such as three-statement models, LBO/DCF and valuation, and forecasting.
- Demonstrable career progression in your field.
- Prior experience in AI training, human data annotation, or model evaluation — ideally Rubrics-trained on Mercor or a comparable platform — is a strong plus.
- Ability to engage reliably for 40 hours/week during weekdays through the end of September, then 20 hours/week thereafter.
- Verbal and written communication skills, problem-solving skills, and interpersonal skills.
- United States–based only.
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