Excel Specialist (Finance & Banking)

Excel Specialist (Finance & Banking)

Posted 1 day ago by micro1

Apply
Negotiable
Undetermined
Remote
EMEA
Apply
Artificial Intelligence Auditing Banking Bloomberg Terminal Corporate Finance Data Entry External Auditing Finance Financial Analytics Financial Modeling Financial Planning & Analysis (FP&A) Forecasting Google Sheets Investment Banking Investments Management Microsoft 365 Microsoft Excel Net Present Value Pivot Tables And Charts Powerquery Spreadsheets Templates Usability Workflows

Summary: The Excel Specialist – AI Trainer role involves leveraging advanced Excel skills to enhance AI's understanding of spreadsheet workflows. This position requires designing realistic Excel tasks and providing expert feedback on data accuracy and usability. Ideal candidates will have a finance background and a passion for clear communication and documentation. The role is remote and can be either full-time or part-time.

Key Responsibilities:

  • Design and create realistic Excel tasks, templates, and workflows that mirror authentic business scenarios.
  • Annotate, review, and validate AI-generated spreadsheets to ensure logical structure, data accuracy, and usability.
  • Deliver expert feedback on formula logic, data entry methods, and spreadsheet best practices.
  • Collaborate with cross-functional teams to guarantee high-quality, relevant, and actionable training data.
  • Document typical spreadsheet processes and outline common Excel troubleshooting strategies.
  • Assess and enhance the clarity and practicality of AI training materials through detailed critique and suggestions.
  • Maintain consistent, professional written and verbal communication throughout all project phases.

Key Skills:

  • 3+ years of professional experience in a finance-focused role (e.g., investment banking, FP&A, corporate finance, asset management, or similar).
  • Mastery of Excel for finance applications: financial modeling, forecasting, complex formulas (e.g., INDEX/MATCH, NPV, IRR), pivot tables, and dashboards.
  • Strong attention to detail and familiarity with spreadsheet auditing and logic troubleshooting.
  • Excellent written communication skills and ability to articulate financial reasoning clearly.
  • Self-motivated and comfortable working independently in a deadline-driven remote setting.

Salary (Rate): undetermined

City: undetermined

Country: undetermined

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:

Job Title: Excel Specialist – AI Trainer

Job Type: Contract (Full-time or Part-time)

Location: Remote

Job Summary: Are you passionate about unleashing the full power of Microsoft Excel and eager to see your expertise shape the next generation of artificial intelligence? Join our customer’s team as an Excel Specialist – AI Trainer and play a pivotal role in advancing AI’s understanding of real-world spreadsheet workflows. This role is ideal for Excel professionals who thrive on precision, enjoy documentation, and excel in clear communication.

Key Responsibilities:

  • Design and create realistic Excel tasks, templates, and workflows that mirror authentic business scenarios.
  • Annotate, review, and validate AI-generated spreadsheets to ensure logical structure, data accuracy, and usability.
  • Deliver expert feedback on formula logic, data entry methods, and spreadsheet best practices.
  • Collaborate with cross-functional teams to guarantee high-quality, relevant, and actionable training data.
  • Document typical spreadsheet processes and outline common Excel troubleshooting strategies.
  • Assess and enhance the clarity and practicality of AI training materials through detailed critique and suggestions.
  • Maintain consistent, professional written and verbal communication throughout all project phases.

Required Skills and Qualifications:

  • 3+ years of professional experience in a finance-focused role (e.g., investment banking, FP&A, corporate finance, asset management, or similar).
  • Mastery of Excel for finance applications: financial modeling, forecasting, complex formulas (e.g., INDEX/MATCH, NPV, IRR), pivot tables, and dashboards.
  • Strong attention to detail and familiarity with spreadsheet auditing and logic troubleshooting.
  • Excellent written communication skills and ability to articulate financial reasoning clearly.
  • Self-motivated and comfortable working independently in a deadline-driven remote setting.

Preferred Qualifications:

  • Experience training colleagues or creating SOPs, templates, or process documentation.
  • Familiarity with Excel add-ins like Power Query, Solver, or Bloomberg plugins.
  • Exposure to Google Sheets or collaborative financial tools.
Apply
Similar Jobs
Loading data...