Senior FP&A Expert - Financial Task Design and Evaluation

Accountabilities

• Design realistic FP&A tasks and business scenarios reflecting complex financial planning, forecasting, and corporate decision-making processes.
• Develop comprehensive financial models and reference solutions using Excel, ensuring transparent formulas, documented assumptions, scenario analysis, and consistency checks.
• Create practical exercises covering core FP&A activities, including annual budgeting, rolling forecasts, variance analysis, headcount planning, and investment evaluations.
• Build and assess integrated financial analyses incorporating income statements, balance sheets, cash flow forecasts, working capital, liquidity, and other relevant financial indicators.
• Develop complex business scenarios using multiple information sources, including spreadsheets, contracts, emails, management presentations, and other financial documentation.
• Review and evaluate AI-generated financial models, analyses, and recommendations for technical accuracy, financial consistency, completeness, and practical business relevance.
• Identify material financial errors, unsupported assumptions, inconsistencies, calculation issues, and weaknesses in financial models or business conclusions.
• Establish clear evaluation frameworks and acceptance criteria while recognising reasonable alternative financial methodologies and assumptions.
• Prepare precise task instructions, reference answers, and concise executive-level explanations that accurately communicate financial findings.
• Apply structured evaluation guidelines consistently and provide clear, evidence-based justifications for assessment decisions.
• Contribute professional FP&A knowledge to the development of challenging financial benchmarks designed to measure the ability of AI systems to perform complex finance-related tasks.

Requirements

• At least 5 years of relevant professional experience in Financial Planning & Analysis (FP&A), corporate finance, finance business partnering, or a closely related discipline, or equivalent demonstrated expertise.
• Advanced Excel skills and strong financial modelling capabilities, including building, reviewing, and auditing complex financial models with transparent formulas and well-documented assumptions.
• Practical experience managing or supporting financial planning processes, including operating budgets, rolling forecasts, variance analysis, headcount planning, and investment evaluations.
• Strong understanding of financial statements and accounting principles, including income statements, balance sheets, cash flow statements, working capital, liquidity, and debt covenants.
• Proven ability to build scenario-based financial models, evaluate different business assumptions, and assess their impact on financial performance.
• Experience reconciling complex or conflicting financial information across spreadsheets, contracts, business documents, and management reports.
• Excellent analytical and critical-thinking skills, with the ability to identify material financial errors, flawed assumptions, inconsistencies, and unsupported conclusions.
• Ability to assess the quality and accuracy of financial analyses, recognise valid alternative methodologies, and establish clear evaluation standards.
• Excellent written English communication skills, with the ability to prepare detailed task instructions, structured financial explanations, and concise executive-level reports.
• Exceptional attention to detail, combined with the ability to follow structured evaluation guidelines and exercise independent professional judgment.

Preferred Qualifications

• Experience working in software, technology, or SaaS businesses, particularly with annual recurring revenue (ARR), customer retention, gross margin analysis, and subscription-based financial planning.
• Experience in financial model auditing, quality assurance, or reviewing financial deliverables prepared by other professionals.
• Previous exposure to AI evaluation projects, benchmark development, or the design of structured analytical assessments.
• Experience presenting financial analyses, business cases, and recommendations to senior management or executive stakeholders.

Benefits

• Competitive compensation: USD 400 per successfully completed and accepted task, with an estimated completion time of 5–6 hours per task.
• Indicative hourly compensation of approximately USD 67–80, depending on the actual time required to complete each task.
• Fully remote working arrangement, allowing you to work from anywhere.
• Flexible working hours, with the freedom to organise your schedule around project requirements.
• Part-time, freelance, and independent contractor engagement.
• Opportunity to contribute to the evaluation and development of cutting-edge AI systems focused on complex financial analysis and business decision-making.
• Exposure to innovative AI applications while applying your professional FP&A expertise to practical, real-world financial scenarios.
• Opportunity to work independently and contribute specialist knowledge to advanced financial evaluation projects.