Finance Specialist - AI Trainer

Mercor; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Mercor is partnering with a leading AI lab to shape training data for finance AI. This role translates real-world FP&A and treasury work into structured, high-quality material that teaches AI to reason about how finance teams operate.

You will design realistic scenarios—budgets, rolling forecasts, cash flow and treasury tasks—while providing feedback to improve AI performance and collaborating with the research team.

Qualifications

• Finance / MBA background with strong financial-modeling skills and hands-on cash / treasury exposure.
• CTP certification is a plus for treasury-focused candidates.
• Corporate FP&A or treasury experience at a mid-size or larger company.
• Bachelor's degree in Finance, Accounting, or a related field.
• Strong written communication and attention to detail.

Responsibilities

• Design realistic scenarios from your work—operating budgets and rolling forecasts, flux / variance analysis and commentary, 13-week cash flow forecasts, daily cash positioning & bank administration, FX revaluation, debt / covenant compliance schedules, and formula-driven financial models
• Review and compare AI-generated FP&A / treasury outputs for accuracy and sound judgment on assumptions
• Provide clear written feedback that improves how AI performs planning and cash-management tasks
• Collaborate asynchronously with the research team

Skills

Financial modeling

Cash management exposure

Written communication

Education

MBA in Finance

Bachelor's degree in Finance or Accounting

CTP (Certified Treasury Professional)

Job description

Role Overview

Mercor is collaborating with a leading AI lab to engage experienced FP&A and treasury professionals. You'll translate real planning, analysis, and cash / treasury work into structured, high-quality training data that teaches AI to reason about how finance teams actually work.

Focus Areas

Financial planning & analysis (FP&A) treasury & cash management.

Key Responsibilities

• Design realistic scenarios from your work — operating budgets and rolling forecasts, flux / variance analysis and commentary, 13‑week cash flow forecasts, daily cash positioning & bank administration, FX revaluation, debt / covenant compliance schedules, and formula-driven financial models
• Review and compare AI-generated FP&A / treasury outputs for accuracy and sound judgment on assumptions
• Provide clear written feedback that improves how AI performs planning and cash‑management tasks
• Collaborate asynchronously with the research team

Ideal Qualifications

• Finance / MBA background with strong financial-modeling skills and hands‑on cash / treasury exposure
• CTP (Certified Treasury Professional) a plus for treasury‑leaning candidates
• Corporate FP&A or treasury experience at a mid‑size or larger company
• Bachelor's degree in Finance, Accounting, or a related field
• Strong written communication and attention to detail

Application Process

• Submit a resume or a short summary of your FP&A / treasury experience
• Complete a short form on your practice area, specialties, and certifications
• Selected applicants may complete a brief sample task