Senior Financial Planning & Analysis (FP&A) SME (AI Evaluation) | U.S.

About the role

We are seeking an experienced Quantitative Finance Subject Matter Expert to support the development, evaluation, and improvement of advanced Artificial Intelligence (AI) models.

Requirements

• Domain Expertise
• Significant practical experience in Investment Banking, Corporate Finance, or Transaction Advisory.
• Strong knowledge of U.S. financial markets and corporate finance principles.
• Advanced financial modeling and valuation capabilities.
• Excellent written English communication skills.
• Ability to independently evaluate complex financial analyses and articulate technical feedback.
• Strong attention to detail and commitment to quality.

Preferred Qualifications

• CFA (Completed or Candidate)
• CPA
• Chartered Accountant (CA)
• Professional Certifications in Finance
• Experience with AI Model Evaluation, Reinforcement Learning from Human Feedback (RLHF), Prompt Engineering, AI Annotation, Large Language Model (LLM) Evaluation, AI Quality Assurance, Benchmark Dataset Development
• U.S. Market Knowledge

What Makes a Strong Candidate?

• Led complex financial analyses or valuation engagements.
• Reviewed or approved the work of other finance professionals.
• Supported or led high-profile transactions.
• Presented recommendations to executive leadership, investment committees, or clients.
• Built financial models used in strategic business decisions.
• Applied expert judgment to evaluate complex financial scenarios.

Required Qualifications

• Availability beginning at 6:00 AM Pacific Standard Time (PST).
• Commitment to assigned work once projects are released and meeting established turnaround times.
• Ability to commit to remote work.

Compensation

United States: $55–$60 USD/hour. Exceptional candidates may be considered for higher compensation based on experience and project requirements.

Benefits

No benefits are offered for this project-based role.

Skills

• Evaluate AI-generated financial analyses for technical accuracy, completeness, and quality of reasoning.
• Identify factual inaccuracies, unsupported assumptions, logical inconsistencies, and calculation errors.
• Create, review, and refine finance-related prompts, benchmark responses, and evaluation datasets.
• Apply detailed annotation guidelines consistently while maintaining exceptional quality standards.
• Provide structured, actionable feedback that improves AI model performance.
• Collaborate with Project Managers, Quality Assurance teams, and AI Researchers to improve evaluation methodologies.
• Maintain productivity and quality expectations while working independently in a remote environment.

Benefits

No benefits are offered for this project-based role.

Pay

United States: $55–$60 USD/hour. Exceptional candidates may be considered for higher compensation based on experience and project requirements.

Schedule

This is an ad-hoc, project-based opportunity. Work is assigned based on client demand and project availability. Hours are not guaranteed and may vary from week to week. Availability beginning at 6:00 AM Pacific Standard Time (PST) is required for project assignments.

Trial Gig (Required)

As part of the selection process, all shortlisted candidates must successfully complete a Trial Gig designed to evaluate technical finance expertise, analytical reasoning, written communication, attention to detail, and the ability to assess AI-generated financial responses. Please Note: Successful completion of the Trial Gig is required before joining the production project. Candidates who meet the required quality standards will receive an offer to join the project and will be compensated for successfully completing the Trial Gig. Candidates who do not meet the required quality standards will not move forward on this project and will not receive compensation for the Trial Gig. Strong candidates who are not selected may remain in our talent network and be considered for future AI evaluation projects that better align with their expertise.