Remote Subject Matter Expert: AI Workflow Specialist

Intelus, LLC; Manila; Hybrid; PHP 446,000 - 558,000; Part time

Job summary

Intelus, LLC is seeking a part-time expert who actively uses CaseWare Working Papers, Orion AdvisorTech, or AuditBoard to help map real-world workflows and evaluate AI tool performance within these platforms.

You will collaborate with the client’s internal team, provide hands-on demonstrations of complex workflows, and help design safe, accurate simulations that reflect day-to-day professional practices.

Qualifications

• Current, day-to-day hands-on expertise with CaseWare Working Papers, Orion AdvisorTech, or AuditBoard.
• Ability to demonstrate and explain realistic, complex workflows within the platform you currently use.
• For Orion AdvisorTech specialists, experience with Portfolio Accounting and/or Advisor Portfolio is of particular interest.
• For AuditBoard specialists, experience with SOXHUB and/or Internal Audit is of particular interest.
• Specialist-level experience, ideally 2–5 years, with relevant industry experience.

Responsibilities

• Identify and explain the most important real-world workflows performed by expert users of CaseWare Working Papers, Orion AdvisorTech, or AuditBoard.
• Demonstrate realistic, complex workflows from the perspective of a current, experienced user of your respective platform.
• Help the client understand how expert users interact with the software during day-to-day work.
• Help determine appropriate ways to score and grade an AI tool attempting to assist with or perform identified workflows.
• Support the creation of safe software simulations by providing expert input on how closely simulated workflows reflect the real-world application.
• Help evaluate whether AI tool performance observed in simulations is representative of performance within real-world software.
• Collaborate regularly with internal team members while meeting agreed deadlines and maintaining a high standard of work quality.

Skills

CaseWare Working Papers

Orion AdvisorTech

AuditBoard

Explain workflows

2–5 years experience

Job description

Intelus, LLC is seeking a part-time expert who actively uses CaseWare Working Papers, Orion AdvisorTech, or AuditBoard to help map real-world workflows and evaluate AI tool performance within these platforms.

You will collaborate with the client’s internal team, provide hands-on demonstrations of complex workflows, and help design safe, accurate simulations that reflect day-to-day professional practices.