Excel QA Lead - Remote
YO IT Consulting · Houston, TX · 2 wk ago
RemoteRemoteQuality AssuranceFull-time
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;
- 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.
Qualifications
- None specified.
Skills
- Excel proficiency;
- Quality assurance;
- Communication skills;
- Project management;
- Remote team management;
- AI and data annotation knowledge;
- Data analysis;
- Financial modeling;
- Spreadsheet modeling;
- Training and education;
- Documentation and style guide creation;
- Onboarding and training;
- QA and testing;
- Project coordination.
Benefits
- None specified.
Pay
- Hourly rate is negotiable based on experience and qualifications.
Schedule
- The role is flexible and can be worked remotely.