Finance & Excel Modeling AI Trainer

LinkedIn
LinkedIn

Accounting & Finance, Software Engineering, Data Science

United States

Posted on Aug 14, 2026

About the project

Project Overview

We are seeking a group of skilled Finance and Excel Modeling professionals to work as a project consultant in our AI Labor Marketplace. This is not a full-time employment position — you will be engaged as an expert project consultant on a contract basis.

Location: U.S.-based experts only

Engagement: 1099, part-time, project-based expert evaluation work

Work Type: Remote

The goal of this project is to learn from some of the best finance experts in the world on how they best use Excel. Experts will create and build expert‑authored datasets, analysis questions, authoritative solutions, and narrated workflows that mirror how finance professionals actually work in Excel — at a scale and complexity (100+ pages/sheets) that reflects real, high-stakes finance work.

This is a project-based consultant role. Consultants will be paid on a per-project basis; hourly rates are estimates based on anticipated completion time. Consultants control their own schedule, provide their own tools, and may simultaneously provide services to other vendors/employers (subject to those vendors’ allowances).

Responsibilities:

Contributors will:

  • Build realistic, fully synthetic financial datasets
  • Develop advanced Excel models incorporating complex formulas, Power Query, dashboards, and structured model architecture
  • Construct domain-specific finance prompts tied to the models
  • Produce complete, gold-standard analytical solutions
  • Record screen-only walkthroughs explaining modeling decisions and financial reasoning
  • Ensure outputs meet institutional finance and modeling standards
  • Revise submissions if feedback is provided during review

Expected Outcomes:

  • Professionally structured Excel files
  • Clearly documented financial logic
  • High-quality prompts and expert answers
  • Concise, structured walkthrough recordings
  • Models suitable for advanced AI evaluation and benchmarking

Qualifications

  • 5+ years of experience in finance and excel modeling, and relevant roles
  • Advanced Excel proficiency (complex formulas, modeling best practices, Power Query; VBA optional)
  • Demonstrated experience building financial models independently
  • Strong written and verbal communication skills

Requirements added by the job poster

• Can start immediately

• Authorized to work in the United States