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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Financial Forecaster, with a strong background in FP&A, financial reporting, and technical accounting. Capable of navigating complex multidimensional models and ensuring compliance with GAAP and non-GAAP standards.
Highest-signal resume keywords
Financial Forecaster ProficiencyFP&A ExperienceTechnical Accounting KnowledgeGAAP ComplianceScenario Creation and Locking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingMultidimensional Model NavigationCSV Data LoadingVariance CommentaryCovenant Mechanics KnowledgeScenario Notes UnderstandingAssumption Change LogsEntity and Segment KnowledgeForecast Vintage ManagementDocument Type Identification
Soft Skills
Sound JudgmentAttention to Detail
Certifications & Qualifications
CPACFAMBA
Industry Keywords
FP&AFinancial ReportingTechnical AccountingLender ReportingTreasuryControllershipGAAPNon-GAAPCompliance CertificatesSEC Reporting
About the role
Key responsibilities & impact- Review and QA AI-agent rollouts in Financial Forecaster against the actual model and source documents
- Determine whether agents use the correct scenario, account, coordinate, accounting basis, conclusion, and deliverable
- Identify failure modes and tasks that are too easy or solvable without using Financial Forecaster
- Refine task prompts and seeded worlds to reflect authentic FP&A and lender-reporting work
- Update grading guidance so correct answers pass and wrong answers fail
- Detect gating failures, including wrong scenario or vintage, wrong accounting basis, excluded add-backs, unwritten model corrections, and conclusions given away by source documents
- Catch plausible-but-wrong answers involving incorrect grain or inconsistencies across reporting packs
- Work on projects training and enhancing AI systems for Mercor and its AI-lab and enterprise partners
Requirements
What you’ll need- Use Financial Forecaster regularly, weekly or more, as part of current or recent professional work
- 5+ years of professional experience in FP&A, financial reporting, technical accounting, lender reporting, treasury, or controllership
- Experience as an FP&A analyst/manager, financial reporting analyst, technical accounting analyst, treasury/lender-reporting analyst, or controller
- Ability to navigate multidimensional models, dimensions, account hierarchies, and exact-grain cube slices
- Ability to create, configure, identify, and lock scenarios, including understanding parent inheritance and forecast vintage
- Ability to distinguish input accounts from calculated accounts and determine when to edit formulas versus override assumption cells
- Experience loading actuals and driver data through CSV imports with correct units and scale
- Knowledge of scenario notes, driver notes, policy notes, planning notes, assumption change logs, and variance commentary
- Ability to identify tasks and outputs Financial Forecaster cannot produce
- Ability to read models, reporting packs, scenarios, overrides, and inherited values
- Ability to trace reported figures to their account, scenario, and coordinate and distinguish genuine tie-outs from coincidences
- Knowledge of entity, department, segment, consolidated, product, region, time, and facility dimensions
- Knowledge of covenant mechanics, including frozen GAAP, test periods, fixed charge coverage, total net leverage, EBITDA add-backs and caps, funded indebtedness, borrowing base, eligible accounts, redetermination, and compliance certificates
- Understanding of parent/child scenarios, consolidated versus entity results, and the effect of amendments, consents, or waivers
- Knowledge of GAAP, non-GAAP, covenant measures, non-GAAP reconciliation, AICPA PFI guidance, ASC 205-40, ASC 280, SAB 99 / Topic 1M, Release 33-10751, and Reg S-K Item 303
- Ability to identify correct document types and complete deliverables
- Familiarity with scenario creation and locking, saved views, and exports for large result sets
- Sound judgment on accuracy and completeness, including identifying plausible-but-wrong answers
- Bonus: credit agreement compliance and borrowing base reporting; going concern or impairment analysis; segment reporting; SEC reporting or disclosure committee experience; hands-on experience across multiple models and entities
- CPA, CFA, or MBA welcome but not required
- Must be eligible to work without H1-B or STEM OPT support
Benefits
Comp & perks- Fully remote role with flexible scheduling
- Projects can be extended, shortened, or concluded early depending on needs and performance
- Weekly payments via Stripe or Wise
- Competitive pay
- Collaboration with leading researchers
- Opportunity to help shape next-generation AI systems
- Referral payments of up to $440 per successful referral (restrictions may apply)
