Excel Expert: Finance

Mercor; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Mercor seeks an advanced Excel expert with deep finance experience to power its GenAI initiative. The role focuses on building and validating finance models and Excel-based tasks to train AI models and improve performance in finance-related tasks.

The candidate will design three-statement models, LBO/DCF valuation, and forecasting work within PE, IB, hedge funds, or equity research. Located in the United States, W-2 with Cincinnatus LLC.

Qualifications

• Demonstrated advanced, professional-level Excel expertise including complex formulas and modeling.
• Experience applying Excel in finance domains (PE, IB, hedge funds, equity research).
• Prior AI training or data annotation experience is a strong plus.

Responsibilities

• Guide research teams to close knowledge gaps and improve AI model performance on Excel-based tasks in finance.
• Design realistic, domain-relevant Excel tasks and write accurate, structured solutions.
• Evaluate Excel tasks and provide clear written feedback.
• Collaborate with other subject matter experts to ensure training data quality.

Skills

Advanced Excel

Financial modeling

Three-statement models

LBO/DCF valuation

Excel formulas

PivotTables

Power Query

Power Pivot

Macros/VBA

Data analysis

Tools

Excel automation

Job description

Join a leading technology company's GenAI initiative and put your financial-modeling expertise at the core of how the next generation of AI models learns to work in Excel.

1. Overview

We're seeking advanced Excel experts with deep, hands-on experience in finance — professionals who live in spreadsheets, building financial models and analyses at a senior, professional level. Your expertise will directly elevate the quality of the training data behind the most advanced Large Language Models.

This role is for finance professionals who apply advanced Excel — three-statement modeling, valuation, forecasting, and data analysis — in domains such as private equity, investment banking, hedge funds, and equity research (accounting / FP&A also welcome).

This is a W-2 employment position with Cincinnatus LLC, with the opportunity to be placed at a leading technology company as part of their extended workforce.

2. Key Responsibilities

• Guide research teams to close knowledge gaps and improve AI model performance on Excel-based tasks within finance.

• Design realistic, domain-relevant Excel tasks drawn from your professional experience, and write accurate, well-structured solutions.

• Evaluate Excel tasks and solutions and provide clear, written feedback.

• Collaborate with other subject matter experts to ensure consistency and accuracy in training data.

3. Core Qualifications

• Demonstrated advanced, professional-level Excel expertise, including advanced formulas (e.g., XLOOKUP, INDEX/MATCH, dynamic arrays), PivotTables, financial modeling, dashboards, Power Query, Power Pivot, and macros/VBA.

• Hands‑on professional experience applying Excel within a finance domain — private equity, investment banking, hedge funds, or equity research (accounting / FP&A also considered), including work such as three‑statement models, LBO/DCF and valuation, and forecasting.

• Demonstrable career progression in your field.

• Prior experience in AI training, human data annotation, or model evaluation — ideally Rubrics-trained on Mercor or a comparable platform — is a strong plus.

• Ability to engage reliably for 40 hours/week during weekdays through the end of September, then 20 hours/week thereafter.

• Verbal and written communication skills, problem‑solving skills, and interpersonal skills.

• United States–based only.

About Cincinnatus LLC: Cincinnatus LLC is an enterprise staffing company that partners with leading technology companies to source and employ highly skilled professionals for contingent and contract‑based opportunities. Cincinnatus serves as the employer of record for these engagements, providing W-2 employment, payroll, benefits, and compliance, while placing employees directly within client teams to work on high‑impact initiatives.

Equal Employment Opportunity: Cincinnatus is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or any other legally protected characteristic.