Excel Expert - Finance

Weekday AI; United States; On-site; USD 96,000 - 138,000; Full time

Job summary

Weekday AI is seeking an advanced Excel expert to elevate training data for AI models in finance. The role focuses on three-statement modeling, valuation, forecasting, and data analysis across PE, IB, hedge funds, and equity research.

You will design tasks, write precise solutions, and provide structured feedback. Candidates should bring hands-on finance experience and proven Excel mastery, including XLOOKUP, dynamic arrays, Power Query/Power Pivot, and VBA.

Qualifications

• Advanced, professional-level Excel expertise including three-statement modeling and forecasting.
• Experience in finance domains such as private equity, investment banking, hedge funds, or equity research.
• Plus: AI training data annotation or model evaluation experience is a strong plus.
• Availability for 40 hours/week weekdays through Sept, then 20 hours/week thereafter.
• Based in the United States.

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 and write accurate, well-structured solutions.
• Evaluate Excel tasks and solutions and provide clear, written feedback.
• Collaborate with subject matter experts to ensure consistency and accuracy in training data.

Skills

Advanced Excel mastery

Finance domain experience

Strong communication

Tools

Excel (XLOOKUP, INDEX/MATCH)

PivotTables

Power Query

Power Pivot

Macros/VBA

Job description

This role is for one of our clients

Compensation: $70 - $100 per hour

We're seekingadvanced 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 asprivate equity, investment banking, hedge funds, and equity research(accounting / FP&A also welcome).

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.

Core Qualifications

• Demonstratedadvanced, 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 afinance 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 for40 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.