This project engages finance professionals with strong Excel skills to support the evaluation of AI systems used for financial analysis. Consultants will apply real-world finance experience to review, assess, and provide structured feedback on Excel-based financial reasoning tasks that mirror work commonly performed in analyst and associate roles across investment, corporate, and treasury finance.

This is a project-based consultant role. Consultants will be paid on a per-project basis; hourly rates are estimates based upon anticipated time of completion. Consultants will control their own schedule, provide their own tools to perform the work, and are free to simultaneously provide services to other vendors and employers to the extent permitted by those vendors and employers.

Responsibilities

Contributors will:

• Apply professional finance expertise to support AI model evaluation and improvement
• Create and analyze Excel-based financial information and provide structured written input
• Review and assess AI-generated outputs for accuracy, logic, and completeness

Expected Outcomes:

• Completed expert evaluation deliverables aligned with project guidelines
• Clear, well-reasoned written feedback informed by real-world finance analysis

Qualifications:

• 2–4 years of experience in Analyst- or Associate-level finance roles, such as: investment banking, private equity, or asset management; FP&A, financial analysis, or treasury
• Advanced/Expert Excel proficiency with experience building and working in analytical models, writing and editing macros, data modeling, nested formulas and advanced data analysis tools and features
• Solid financial reasoning and attention to detail
• Ability to clearly communicate analytical thinking in writing