Excel QA Lead - Remote

YO IT Consulting; New Zealand; Remote; NZD 55,000 - 103,000; Full time

Job summary

YO IT Consulting is seeking an Excel Quality Assurance Lead for an hourly, remote contractor role. You will oversee quality across Excel and spreadsheet AI training projects, review AI-generated formulas, and evaluate outputs against project guidelines.

You will provide precise written feedback, ensure adherence to rubrics, and support onboarding while maintaining documentation. Selection includes AI interview and a domain task.

Qualifications

• Bachelor’s or Master’s degree as listed.
• Strong English to follow guidelines and provide feedback.
• 3+ years of professional Excel experience for analysis, reporting, modeling, or QA.
• Strong knowledge of formulas, functions, references, dynamic arrays, pivots, charts, and data validation.
• Ability to identify issues like incorrect formulas, wrong references, circular logic, or missing edge cases.
• Familiar with XLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, FILTER, SORT, UNIQUE, LET, LAMBDA, Power Query, Power Pivot, VBA/macros, Solver, and scenario modeling.
• Experience leading or supporting remote teams of trainers, analysts, or QAs.
• Comfortable with Discord, Google Sheets/Docs, trackers, dashboards, Excel Online, and PM systems.
• Organized with style guides, trackers, FAQs, onboarding materials.
• Experience with AI training, data annotation, LLM evaluation, or rubric-based review is a plus.

Responsibilities

• Spot-check Excel/spreadsheet items and provide feedback through DMs.
• Review AI-generated formulas, spreadsheet workflows, financial models, and data-cleaning steps.
• Communicate guideline changes on Discord and Excel standards.
• Answer questions around formulas, references, lookup logic, and dynamic arrays.
• DM inactive contributors and manage activation follow-ups.
• Create Excel documentation, style guides, trackers, FAQs, and onboarding materials.
• Run onboarding/training calls for Excel contributors.
• Flag misleading analysis and fragile spreadsheet logic.
• Improve QA processes based on recurring spreadsheet-quality gaps.

Skills

Advanced Excel proficiency

QA leadership/mentoring

Spreadsheet modeling

Data analysis & financial modeling

Remote team collaboration

Education

Bachelor’s or Master’s degree in Finance, Accounting, Business, Data Analytics, Economics, Statistics, Operations, Information Systems, or equivalent

Tools

Discord

Google Sheets

Google Docs

Excel Online

Job description

About This Role

In this hourly, remote contractor role, you will work as an Excel Quality Assurance Lead to oversee quality, consistency, and trainer performance across Excel and spreadsheet AI training projects. You will review AI-generated Excel formulas, spreadsheet workflows, analysis explanations, and trainer/QA work; evaluate output quality against project guidelines; provide precise written feedback; and ensure contributors follow expected quality standards. You will assess work for formula correctness, spreadsheet logic, data-analysis accuracy, model structure, clarity, reproducibility, formatting, instruction-following, and adherence to project-specific rubrics. You will spot recurring quality issues, communicate updates to trainers and QAs, support onboarding, maintain documentation, and help activate contributors who are not working consistently. This role is a fast-growing AI Data Services company delivering training data for many of the world’s largest AI companies and foundation-model labs. Your Excel quality leadership will help ensure spreadsheet training data is accurate, practical, clearly explained, and aligned with client expectations. Selection process involves an AI interview, a domain-specific task, and an interview with a recruiter. Important: There is no immediate project for this role; however, if qualified, you will be among the first experts we reach out to when relevant opportunities arise. This will also provide you with access to future projects available through our expert network.

Job Description

Job Title: Excel Quality Assurance Lead

Job Type: Contract

Location: Remote

In this hourly, remote contractor role, you will work as an Excel Quality Assurance Lead to oversee quality, consistency, and trainer performance across Excel and spreadsheet AI training projects. You will review AI-generated Excel formulas, spreadsheet workflows, analysis explanations, and trainer/QA work; evaluate output quality against project guidelines; provide precise written feedback; and ensure contributors follow expected quality standards. You will assess work for formula correctness, spreadsheet logic, data-analysis accuracy, model structure, clarity, reproducibility, formatting, instruction-following, and adherence to project-specific rubrics. You will spot recurring quality issues, communicate updates to trainers and QAs, support onboarding, maintain documentation, and help activate contributors who are not working consistently. This role is a fast-growing AI Data Services company delivering training data for many of the world’s largest AI companies and foundation-model labs. Your Excel quality leadership will help ensure spreadsheet training data is accurate, practical, clearly explained, and aligned with client expectations. Selection process involves an AI interview, a domain-specific task, and an interview with a recruiter. Important: There is no immediate project for this role; however, if qualified, you will be among the first experts we reach out to when relevant opportunities arise. This will also provide you with access to future projects available through our expert network.

Your Profile

• Bachelor’s or Master’s degree in Finance, Accounting, Business, Data Analytics, Economics, Statistics, Operations, Information Systems, or equivalent professional experience.
• Strong grasp of English to follow guidelines and provide clear feedback.
• 3+ years of professional experience using Excel for analysis, reporting, financial modeling, operations, BI, accounting, data cleaning, training, or spreadsheet QA.
• Strong understanding of formulas, functions, cell references, lookup logic, dynamic arrays, pivot tables, charts, conditional formatting, data validation, and spreadsheet modeling best practices.
• Ability to identify issues such as incorrect formulas, wrong references, circular logic, poor assumptions, missing edge cases, fragile models, misleading charts, or incomplete explanations.
• Familiarity with advanced Excel features such as XLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, FILTER, SORT, UNIQUE, LET, LAMBDA, Power Query, Power Pivot, VBA/macros, Solver, and scenario modeling is preferred.
• Experience leading or supporting remote teams of trainers, analysts, reviewers, finance professionals, educators, or QAs is strongly preferred.
• Comfortable with Discord, Google Sheets, Google Docs, trackers, dashboards, Excel Online, Google Sheets, and PM systems.
• Highly organized and able to maintain style guides, trackers, FAQs, honeypots, calibration tasks, and onboarding materials.
• Experience with AI training, data annotation, LLM evaluation, spreadsheet QA, or rubric-based review is a strong plus.

Key Responsibilities

• Spot-check Excel/spreadsheet items and provide feedback through DMs.
• Review AI-generated formulas, spreadsheet workflows, financial models, data-cleaning steps, pivot-table guidance, charts, and explanations.
• Communicate guideline changes and Excel-specific standards on Discord.
• Answer questions around formulas, references, lookup logic, dynamic arrays, pivot tables, Power Query, modeling assumptions, and rubric interpretation.
• DM inactive contributors and manage activation follow-ups.
• Create Excel documentation, style guides, examples, trackers, FAQs, honeypots, and onboarding materials.
• Run onboarding/training calls for Excel contributors.
• Flag misleading analysis, fragile spreadsheet logic, incorrect formulas, or risky business/financial assumptions.
• Improve QA processes based on recurring spreadsheet-quality gaps.