Excel QA Lead - Remote

About the role

This is an hourly, remote contractor role as an Excel Quality Assurance Lead at a fast-growing AI Data Services company. The role involves overseeing quality, consistency, and trainer performance across Excel and spreadsheet AI training projects.

Responsibilities

• Review AI-generated Excel formulas, spreadsheet workflows, analysis explanations, and trainer/QA work; evaluate output quality against project guidelines; provide precise written feedback; and ensure contributors follow expected quality standards.
• Audit work for formula correctness, spreadsheet logic, data-analysis accuracy, model structure, clarity, reproducibility, formatting, instruction-following, and adherence to project-specific rubrics.
• Identify and communicate recurring quality issues, update trainers and QAs, support onboarding, maintain documentation, and help activate contributors who are not working consistently.

Requirements

• Bachelor’s or Master’s degree in Finance, Accounting, Business, Data Analytics, Economics, Statistics, Operations, Information Systems, or equivalent professional experience.
• Strong grasp of English to follow guidelines and provide clear feedback.
• 3+ years of professional experience using Excel for analysis, reporting, financial modeling, operations, BI, accounting, data cleaning, training, or spreadsheet QA.
• Strong understanding of formulas, functions, cell references, lookup logic, dynamic arrays, pivot tables, charts, conditional formatting, data validation, and spreadsheet modeling best practices.
• Ability to identify issues such as incorrect formulas, wrong references, circular logic, poor assumptions, missing edge cases, fragile models, misleading charts, or incomplete explanations.
• Familiarity with advanced Excel features like XLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, FILTER, SORT, UNIQUE, LET, LAMBDA, Power Query, Power Pivot, VBA/macros, Solver, and scenario modeling is preferred.
• Experience leading or supporting remote teams of trainers, analysts, reviewers, finance professionals, educators, or QAs is strongly preferred.
• Comfortable with tools like Discord, Google Sheets, Google Docs, trackers, dashboards, Excel Online, Google Sheets, and PM systems.
• Highly organized and able to maintain style guides, trackers, FAQs, honeypots, calibration tasks, and onboarding materials.
• Experience with AI training, data annotation, LLM evaluation, spreadsheet QA, or rubric-based review is a strong plus.

Qualifications

• No immediate project for this role; however, if qualified, you will be among the first experts we reach out to when relevant opportunities arise.