Financial Expert

Confidential; United States; Remote; USD 55,000 - 124,000; Part time

Job summary

Zekai is seeking a Financial Expert for a 100% remote contractor role to help evaluate and enhance AI agents within financial domains. You will apply your finance expertise to train models, design multi-step finance and business prompts, and shape how AI systems learn to reason and perform.

Using Microsoft 365 tools, you will develop rubrics, review outputs, and provide structured feedback in clear written English. This position is open to applicants worldwide where allowed.

Qualifications

• Finance, accounting, FP&A, banking, or related field experience.
• Strong MS 365, especially Excel.
• Excellent written and verbal communication.
• Attention to detail and consistency with evaluation guidelines.
• Ability to produce objective, structured assessments.

Responsibilities

• Develop realistic, multi-step finance and business process prompts.
• Create detailed rubrics to assess AI outputs.
• Review AI agent responses using rubrics with structured feedback.
• Use Microsoft 365 apps to design and review tasks.
• Document assessments in written English.
• Collaborate asynchronously with project coordinators.

Skills

Finance background

Financial analysis

Excel proficiency

Written communication

Verbal communication

Attention to detail

Independent assessment

Rubric development (nice to have)

Tools

Excel

Word

PowerPoint

Outlook

Job description

Role Title: Financial Expert

Role Type: Contractor.

Location: Remote

our partner is engaging Financial Experts to participate in a customer-facing project focused on the evaluation and enhancement of AI agents within financial domains. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Scope of Work

• Develop realistic, multi-step finance and business process prompts that mirror actual industry workflows.
• Create detailed, objective rubrics to assess the quality, accuracy, and completeness of AI-generated outputs.
• Review and evaluate AI agent responses using your rubrics, providing structured, actionable feedback.
• Leverage Microsoft 365 applications (Excel, Word, PowerPoint, Outlook) to design and review tasks reflective of modern financial practices.
• Ensure all assessments and feedback are documented with clarity and precision in written English.
• Collaborate asynchronously with project coordinators to align on deliverable standards and expectations.

Preferred Qualifications

• Professional background in finance, accounting, FP&A, banking, consulting, or related fields.
• Strong expertise with Microsoft 365 tools, especially Excel, for analytical and documentation purposes.
• Exceptional written and verbal communication skills, with the ability to convey complex financial concepts clearly.
• Demonstrated attention to detail and consistency in following comprehensive evaluation guidelines.
• Ability to independently produce objective, structured assessments against well-defined criteria.
• Nice to have: experience in rubric development, data annotation, or AI model evaluation projects.

This is a 100% remote contract role, open to applicants worldwide in the countries the employer accepts.