Excel Modeling Pro for AI Finance Training

OpenTrain AI; Northern (KY); Hybrid; USD 96,000 - 138,000; Part time

Job summary

OpenTrain AI is seeking a Financial Modeling Excel Expert for a contractor role focused on AI training in financial modeling. You will apply advanced spreadsheet skills and real-world finance experience to craft or improve expert responses, assess model outputs, and explain your reasoning clearly.

Prior AI training or model evaluation experience is a strong plus, but the core qualification remains advanced Excel expertise and substantive finance experience.

Qualifications

• Advanced professional-level Excel capability.
• Hands-on finance experience in private equity, investment banking, hedge funds, or equity research; accounting or FP&A experience is also considered.
• Ability to work independently on remote contractor tasks and follow detailed instructions.
• Fluency in English.
• United States-based.

Responsibilities

• Review financial modeling materials and AI-generated work against project guidelines.
• Write or improve expert responses related to financial modeling.
• Explain your reasoning clearly in written feedback.
• Review source materials and model outputs against project guidelines.
• Apply rubrics consistently when evaluating work.
• Identify quality issues and explain judgments so model behavior can improve.
• Maintain accuracy and consistency across repeated review tasks.

Skills

Advanced Excel

XLOOKUP

INDEX/MATCH

Dynamic arrays

PivotTables

Power Query

Power Pivot

Macros/VBA

Private equity experience

Investment banking

Equity research

English fluency

Finance knowledge

Tools

Excel

XLOOKUP

INDEX/MATCH

Dynamic Arrays

PivotTables

Power Query

Power Pivot

Macros/VBA

Job description

OpenTrain AI is seeking a Financial Modeling Excel Expert for a contractor role focused on AI training in financial modeling. You will apply advanced spreadsheet skills and real-world finance experience to craft or improve expert responses, assess model outputs, and explain your reasoning clearly.

Prior AI training or model evaluation experience is a strong plus, but the core qualification remains advanced Excel expertise and substantive finance experience.