Financial Expert, USA, LATAM

Posted 3hrs ago

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Job Description

Financial Expert creating finance prompts and rubrics to evaluate AI agents. Applying financial domain expertise and Microsoft 365 skills in a remote contract project.

Responsibilities:

  • Develop realistic, multi-step finance and business process prompts reflecting actual industry workflows
  • Create detailed, objective rubrics to assess AI-generated outputs
  • Review and evaluate AI agent responses using rubrics
  • Provide structured, actionable feedback
  • Use Microsoft 365 applications, especially Excel, Word, PowerPoint, and Outlook, to design and review tasks
  • Document assessments and feedback clearly and precisely in written English
  • Collaborate asynchronously with project coordinators on deliverable standards and expectations

Requirements:

  • 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
  • Experience in rubric development, data annotation, or AI model evaluation projects is nice to have
  • Written English proficiency for clear and precise documentation

Benefits:

  • Employees can work remotely