Financial Modeling Excel Expert

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

About OpenTrain

OpenTrain is the #1 platform for finding and building careers in AI training and data labeling. We help people discover projects, build a professional profile, and apply for opportunities in minutes. Creating an OpenTrain account is free.

OpenTrain AI is recruiting for this contractor role supporting specialized financial modeling AI training work.

About AI Training Work

AI training is the human side of building modern artificial intelligence. Experts write responses, review model outputs, rate quality, and provide clear feedback so AI systems can learn from accurate, structured human judgment.

This role applies professional finance and Excel expertise to financial modeling tasks, helping models produce more reliable analysis and follow expert standards.

The Role

As a Financial Modeling Excel Expert, you will support AI training focused on financial modeling. You will use advanced spreadsheet knowledge and real-world finance experience to create 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 is advanced professional-level Excel expertise and substantive experience in finance.

• Role type: Contractor and part-time
• Location: United States only
• Language: English
• Subject area: Financial Modeling AI Training
• Experience level listed for the project: Entry level

What You'll Do

You will review financial modeling materials and AI-generated work against project guidelines. Your written judgments will help improve model behavior and maintain consistent quality across repeated evaluation and text-generation tasks.

• 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 workIdentify quality issues and explain judgments so model behavior can improve
• Maintain accuracy and consistency across repeated review tasks

Required Qualifications

This project requires advanced Excel capability and hands‑on finance experience. Candidates should be able to work independently on remote contractor tasks, follow detailed instructions, and communicate technical judgments with precision.

• Advanced professional-level Excel expertise
• Experience with XLOOKUP, INDEX/MATCH, dynamic arrays, PivotTables, financial modeling, Power Query, Power Pivot, and macros/VBA
• Hands‑on finance experience in private equity, investment banking, hedge funds, or equity research; accounting or FP&A experience is also considered
• Demonstrated career progression in your field
• Strong written communication and careful attention to detail
• Ability to follow detailed project instructions and apply rubrics consistently
• Prior AI training or model evaluation experience is a strong plus
• Fluency in English
• United States-based

Schedule and Compensation

The schedule is 40 hours per week on weekdays through the end of September, followed by 20 hours per week thereafter. The project requires at least 20 hours per week overall.

• Pay: $70-$100 per hour
• Schedule through the end of September: 40 weekday hours per week
• Schedule thereafter: 20 hours per week
• Estimated project earnings listed on OpenTrain: $22,400-$32,000 based on the stated schedule and duration

Build Your AI Training Career With OpenTrain

AI training and data labeling are growing fields where subject-matter experts help shape how advanced AI systems work. OpenTrain gives contributors a place to build a profile, show credible experience, discover relevant projects, and develop a durable portfolio in this rapidly expanding industry.