Finance Professional — AI Training Consultant

Time commitment: Part-time (3-5 hours/day, flexible schedule; designed to run alongside a full-time role)

Compensation: $100-150/h (Tiered structure based on expertise, seniority, and output quality)

About the Role

We are hiring experienced finance, audit, and insurance professionals to build, test, and evaluate frontier AI models applied to real-world, high-complexity professional work. Today’s models can summarize a 10-K or run basic text tasks. None of them can independently execute a three-statement model from scratch, reconcile complex portfolio discrepancies, handle ISDA/CSA collateral adjustments, draft a committee-ready credit memo, or conduct an audit flux commentary that would survive partner review. In this role, you will take full ownership from Day 1—translating your hands-on institutional experience into structured evaluation environments, real-world proof-of-concept (POC) datasets, and stress-tested financial tasks.

Responsibilities

• Scenario & POC Development: Design end-to-end financial, audit, and insurance scenarios from scratch—defining the entity, financials, capital structure, accounting constraints, and regulatory policies.
• Hands-on Execution & Recording: Complete complex analyses within our environment while recording your workflow and documenting expert judgment calls (e.g., normalization add-backs, facility sizing, underwriting risk factors, and accounting treatments).
• AI Error Diagnosis: Review where AI models fail and diagnose whether the root cause is a mechanical error, analytical flaw, or missing domain judgment.
• Specialized Domain Integration:
  • Collateral & Derivatives: ISDA SIMM methodology, ISDA CSA public templates, CME SPAN documentation, interest rate settlement reconciliation, and margin calls.
  • Liquidity & Treasury: Basel III LCR/NSFR frameworks, BCBS intraday liquidity principles, cash flow sweep schedules, and subsidiary balance sheet modeling.
  • Audit & Accounting: Intercompany breaks, bank/sub ledger reconciliations, accruals, prepaid amortization, variance/budget flux commentary, and statutory reporting.
  • Insurance & Risk: Technical underwriting, loss ratio analysis, claims processing workflows, reserve modeling, and actuarial evaluation.

Requirements

• Ownership: Day-1 ability to structure ambiguous financial problems into fully auditable deliverables without relying on static templates.
• Advanced Excel Capabilities (Must-Have): Live formula chains, dynamic scenario toggles, and stress-testing models from scratch (no static tables).
• Systems & Data Platforms: Hands-on experience with institutional platforms such as Bloomberg, Capital IQ, FactSet, Moody’s (CreditLens/RiskCalc), NetSuite, SAP, Workiva, Anaplan, nCino, Sageworks, Tally, SQL, or Python.
• Credentials (Preferred, not mandatory): CA, CPA, ACCA, CFA (charter or passed levels), FRM, CIA, or formal bank credit/treasury training.

Qualifications

We are seeking professionals with 4+ years of hands-on experience and direct ownership over deliverables that go to committees, partners, board members, or auditors.

Skills

Priority Expertise Domains: Please apply if you have hands-on expertise in ANY of the following areas:

• Investment Banking, M&A & Private Equity: Building live dynamic 3-statement models, LBOs, DCFs, comps, accretion/dilution, and scenario stress-testing.
• Audit & Technical Accounting: External/internal audit, statutory reporting, month-end close, intercompany consolidation, tax provisions, and flux commentary.
• Treasury & Liquidity Management: Intraday liquidity, Basel III (LCR/NSFR) reporting, interest settlements, and cash positioning.
• Credit Underwriting & Capital Markets: Middle-market/corporate credit memos, covenant modeling (FCCR/Total Leverage), borrowing base eligibility (AR/inventory), and collateral management.
• Insurance & Actuarial Analysis: Risk assessment, policy underwriting, claims management, and statutory insurance accounting.

Benefits

• Direct Impact on Frontier AI: You won't just be annotating text; you will actively build the complex environments, datasets, and ground-truth baselines used to train and evaluate cutting-edge Reinforcement Learning (RL / RLAIF) agents on domain-specific financial reasoning.
• True Ownership from Day 1: Design real-world scenarios from scratch—defining the entities, constraints, and edge cases. You have full creative and technical authority over how complex financial, audit, and insurance workflows are represented.
• Pioneer the Future of Professional AI: Help bridge the critical gap between standard model capabilities and the nuanced judgment required by credit committees, audit partners, and treasury directors.
• High-Flexibility Model: Work on your own schedule, fully remote, engineered to integrate smoothly alongside your existing professional commitments.