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

Employment Type

Project-Based Independent Contractor (Remote)
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.

- Candidates must be able to commit to assigned work once projects are released and meet established turnaround times.

- Availability beginning at 6:00 AM Pacific Standard Time (PST) is required for project assignments.

Compensation

- United States: $55–$60 USD/hour

- Exceptional candidates may be considered for higher compensation based on experience and project requirements.

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.

This is not a traditional Investment Banking position.

Instead, you will apply your real-world expertise to evaluate complex AI-generated financial analyses, validate technical reasoning, identify inaccuracies, and help improve Large Language Models (LLMs) used within the finance industry.

We are looking for professionals who are recognized as experts within their field—individuals capable of evaluating financial reasoning with the same rigor expected in investment banking, corporate finance, transaction advisory, and institutional finance environments.
Requirements
Domain Expertise

Candidates should demonstrate expert-level knowledge in one or more of the following:

- Budgeting

- Forecasting

- Financial Planning

- Variance Analysis

- Cost Accounting

- Business Partnering

- Financial Reporting

- Strategic Planning

- Management Reporting

Preferred Qualifications

- Controller

- CFO

- FP&A Director

What Makes a Strong Candidate

- CFO

- Controller

- FP&A Director

- Owned budgeting

- Built forecasting models

- Presented to executive leadership

Key Responsibilities

- Evaluate AI-generated financial analyses for technical accuracy, completeness, and quality of reasoning.

- Identify factual inaccuracies, unsupported assumptions, logical inconsistencies, and calculation errors.

- Review financial models, valuation methodologies, and investment analyses produced by AI.

- 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.

Required Qualifications
Candidates should possess:

- Significant practical experience in Investment Banking, Corporate Finance, or Transaction Advisory.

- Strong knowledge of U.S. financial markets and corporate finance principles.

- Exceptional analytical and critical thinking skills.

- 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

One or more of the following is highly desirable:
Professional Certifications

- CFA (Completed or Candidate)

- CPA

- MBA (Finance)

- Chartered Accountant (CA)

Professional Background

- Investment Banking

- Big Four Transaction Advisory

- Valuation Advisory

- Private Equity

- Venture Capital

- Corporate Development

- Strategic Finance

Financial Platforms

- Bloomberg Terminal

- Capital IQ

- FactSet

- Refinitiv

- PitchBook

AI Experience

Previous experience with any of the following is highly desirable:

- AI Model Evaluation

- Reinforcement Learning from Human Feedback (RLHF)

- Prompt Engineering

- AI Annotation

- Larg