Senior Excel Modeling Specialist for Finance AI Training

Weekday AI; United States; On-site; USD 96,000 - 138,000; Full time

Job summary

Weekday AI is seeking an advanced Excel expert to elevate training data for AI models in finance. The role focuses on three-statement modeling, valuation, forecasting, and data analysis across PE, IB, hedge funds, and equity research.

You will design tasks, write precise solutions, and provide structured feedback. Candidates should bring hands-on finance experience and proven Excel mastery, including XLOOKUP, dynamic arrays, Power Query/Power Pivot, and VBA.

Qualifications

• Advanced, professional-level Excel expertise including three-statement modeling and forecasting.
• Experience in finance domains such as private equity, investment banking, hedge funds, or equity research.
• Plus: AI training data annotation or model evaluation experience is a strong plus.
• Availability for 40 hours/week weekdays through Sept, then 20 hours/week thereafter.
• Based in the United States.

Responsibilities

• Guide research teams to close knowledge gaps and improve AI model performance on Excel-based tasks within finance.
• Design realistic, domain-relevant Excel tasks and write accurate, well-structured solutions.
• Evaluate Excel tasks and solutions and provide clear, written feedback.
• Collaborate with subject matter experts to ensure consistency and accuracy in training data.

Skills

Advanced Excel mastery

Finance domain experience

Strong communication

Tools

Excel (XLOOKUP, INDEX/MATCH)

PivotTables

Power Query

Power Pivot

Macros/VBA

Job description

Weekday AI is seeking an advanced Excel expert to elevate training data for AI models in finance. The role focuses on three-statement modeling, valuation, forecasting, and data analysis across PE, IB, hedge funds, and equity research.

You will design tasks, write precise solutions, and provide structured feedback. Candidates should bring hands-on finance experience and proven Excel mastery, including XLOOKUP, dynamic arrays, Power Query/Power Pivot, and VBA.