Excel QA Lead - Remote

About the role

In this hourly, remote contractor role, you will work as an Excel Quality Assurance Lead to oversee 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;
• 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;
• Spot recurring quality issues, communicate updates to 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 such as 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 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.