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Excel Expert - Finance

📅 Sep 17
Advanced ExcelXLOOKUPINDEX/MATCHDynamic Arrays
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📜 Description

  • Guide research teams in closing knowledge gaps and improving AI performance on finance-related Excel tasks.
  • Create realistic Excel tasks based on professional finance experience and write accurate, well-structured solutions.
  • Evaluate Excel tasks and solutions and provide clear written feedback.
  • Collaborate with subject matter experts to ensure training data is consistent and accurate.

🛠️ Requirements

  • 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.
  • 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.
  • 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.

✨ Benefits

  • Data analysis — in domains such as private equity
  • Equity research (accounting / FP&A also welcome)
Full job description

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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