Financial Expert ( Remote USA or LATAM)

About this role

Scope of Work

• Develop realistic, multi-step finance and business process prompts that mirror actual industry workflows.

• Create detailed, objective rubrics to assess the quality, accuracy, and completeness of AI-generated outputs.

• Review and evaluate AI agent responses using your rubrics, providing structured, actionable feedback.

• Leverage Microsoft 365 applications (Excel, Word, PowerPoint, Outlook) to design and review tasks reflective of modern financial practices.

• Ensure all assessments and feedback are documented with clarity and precision in written English.

• Collaborate asynchronously with project coordinators to align on deliverable standards and expectations.

Preferred Qualifications

• Professional background in finance, accounting, FP&A, banking, consulting, or related fields.

• Strong expertise with Microsoft 365 tools, especially Excel, for analytical and documentation purposes.

• Exceptional written and verbal communication skills, with the ability to convey complex financial concepts clearly.

• Demonstrated attention to detail and consistency in following comprehensive evaluation guidelines.

• Ability to independently produce objective, structured assessments against well-defined criteria.

• Nice to have: experience in rubric development, data annotation, or AI model evaluation projects.

Financial Experts to participate in a customer-facing project focused on the evaluation and enhancement of AI agents within financial domains. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.
Originally posted on Himalayas