Excel Expert - Finance

Key Responsibilities

• Guide research teams to close knowledge gaps and improve AI model performance on Excel-based tasks within finance.
• Design realistic, domain-relevant Excel tasks drawn from your professional experience, and write accurate, well-structured solutions.
• Evaluate Excel tasks and solutions and provide clear, written feedback.
• Collaborate with other subject matter experts to ensure consistency and accuracy in training data.

Core Qualifications

• Demonstrated advanced, professional-level Excel expertise, including advanced formulas (e.g., XLOOKUP, INDEX/MATCH, dynamic arrays), PivotTables, financial modeling, dashboards, Power Query, Power Pivot, and macros/VBA.
• Hands-on professional experience applying Excel within a finance domain — private equity, investment banking, hedge funds, or equity research (accounting / FP&A also considered), including work such as three-statement models, LBO/DCF and valuation, and forecasting.
• Demonstrable career progression in your field.
• Prior experience in AI training, human data annotation, or model evaluation — ideally Rubrics-trained on Mercor or a comparable platform — is a strong plus.
• Ability to engage reliably for 40 hours/week during weekdays through the end of September, then 20 hours/week thereafter.
• Verbal and written communication skills, problem-solving skills, and interpersonal skills.