About the Role:
This position is aimed at experienced Financial Planning & Analysis professionals to contribute to an innovative AI evaluation project focused on complex financial workflows and business decision-making. The role involves leveraging expertise in financial modeling, budgeting, forecasting, and corporate finance to design realistic business scenarios and analytical tasks. You will develop reference solutions and assess AI-generated financial models against professional standards. This is a flexible, fully remote, project-based opportunity.
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Accountabilities:
- Design realistic FP&A tasks and business scenarios that reflect 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 such as 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 and analyses for technical accuracy, financial consistency, completeness, and practical 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, recognizing reasonable alternative methodologies.
- 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 financial benchmarks for assessing AI systems' performance on complex tasks.
Requirements:
- At least 5 years of relevant professional experience in Financial Planning & Analysis (FP&A), corporate finance, or a closely related discipline, or equivalent demonstrated expertise.
- Advanced Excel skills and strong financial modeling capabilities, including building, reviewing, and auditing complex financial models.
- Practical experience managing financial planning processes such as operating budgets, rolling forecasts, and variance analysis.
- Strong understanding of financial statements and accounting principles, including income statements, balance sheets, and cash flow statements.
- Proven ability to build scenario-based financial models and evaluate different business assumptions.
- Experience reconciling complex financial information across various documents.
- Excellent analytical and critical-thinking skills to identify material financial errors and flawed assumptions.
- Excellent written English communication skills for preparing detailed task instructions and executive-level reports.
- Exceptional attention to detail and the ability to follow structured evaluation guidelines.
Preferred Qualifications:
- Experience in software, technology, or SaaS businesses, including annual recurring revenue (ARR) and subscription-based financial planning.
- Exposure to AI evaluation projects, benchmark development, or structured analytical assessments.
- Experience presenting financial analyses and recommendations to senior management.
Benefits:
- Competitive compensation: USD 400 per successfully completed task, with an estimated completion time of 5–6 hours per task.
- Indicative hourly compensation of approximately USD 67–80, depending on actual completion time.
- Fully remote working arrangement, allowing you to work from anywhere.
- Flexible working hours to organize your schedule around project requirements.
- Part-time, freelance, and independent contractor engagement.
- Opportunity to contribute to cutting-edge AI systems focused on financial analysis and business decision-making.
- Exposure to innovative AI applications while applying professional FP&A expertise to real-world financial scenarios.
- Opportunity to work independently and contribute specialist knowledge to advanced financial evaluation projects.
