Excel QA Lead - Remote

YO IT Consulting; San Antonio (TX); On-site; USD 55,000 - 96,000; Part time

Job summary

YO IT Consulting is seeking an experienced Excel Quality Assurance Lead for a remote hourly contractor role. You will oversee quality across AI training projects, review AI-generated formulas and spreadsheet workflows, and provide precise written feedback to ensure adherence to guidelines and client expectations.

This role entails evaluating formula correctness, data-analysis accuracy, and model clarity, while coordinating with trainers and QAs, onboarding contributors, and maintaining

Qualifications

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

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.

Skills

Excel expertise

Remote team leadership

QA feedback

Discord communication

Data analysis

Financial modeling

Pivot tables

Power Query

VBA/macros

Rubric-based review

English proficiency

Education

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

Tools

Excel

Google Sheets

Discord

PM systems

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.