Financial Expert ( Remote USA or LATAM)

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.

Responsibilities

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.

Requirements

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.