Excel QA Lead - Remote

YO IT Consulting; San Francisco (CA); On-site; USD 55,104 - 110,208; Part time

Job summary

YO IT Consulting is seeking an Excel Quality Assurance Lead for an hourly, remote contractor role. You will oversee QA across Excel training projects, review AI-generated formulas, and ensure adherence to rubrics and guidelines.

You will provide precise feedback, support onboarding, and maintain documentation while guiding remote trainers and QAs. The role emphasizes clarity, reproducibility, and strong Excel expertise, with selection including an AI interview and domain task.

Qualifications

• 3+ years of professional experience using Excel for analysis, reporting, financial modelling, 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 modelling 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.
• Experience leading or supporting remote teams of trainers, analysts, reviewers, finance professionals, educators, or QAs 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, modelling 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 analysis

Quality review

Feedback writing

Documentation

Onboarding

Education

Bachelor’s or Master’s degree (Finance, Accounting, Business, Data Analytics, Economics, Statistics, Operations, IS)

Tools

Discord

Google Sheets

Google Docs

Power Query

Power Pivot

VBA/macros

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 Title

Excel Quality Assurance Lead

Job Type

Contract

Location

Remote

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 modelling, 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 modelling 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 modelling 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, modelling 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.