Excel Expert, Finance

Weekday (YC W21)

. Guide research teams to close knowledge gaps and improve AI model performance on Excel-based tasks within finance.

Posted 9/18/2026contractRemote • United StatesMid-LevelSenior💰 $70 - $100 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced Excel expertise with a focus on financial modeling and AI training, ensuring high-quality task design and evaluation. Strong communication and problem-solving skills are essential for collaboration with research teams and subject matter experts.

Highest-signal resume keywords

Advanced Excel ExpertiseFinancial ModelingAI Training ExperienceVerbal and Written Communication SkillsProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advanced FormulasPivotTablesDashboardsPower QueryPower PivotMacros/VBAThree-Statement ModelsLBO/DCF ValuationForecasting

Soft Skills

Interpersonal Skills

Industry Keywords

Private EquityInvestment BankingHedge FundsEquity ResearchAccountingFP&A

Tech Stack

Tools & technologies

VBA

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Demonstrated advanced, professional-level Excel expertise, including advanced formulas (e.g., XLOOKUP, INDEX/MATCH, dynamic arrays), PivotTables, financial modeling, dashboards, Power Query, Power Pivot, and macros/VBA.
Hands-on professional experience applying Excel within a finance domain — private equity, investment banking, hedge funds, or equity research (accounting / FP&A also considered), including work such as three-statement models, LBO/DCF and valuation, and forecasting.
Demonstrable career progression in your field.
Prior experience in AI training, human data annotation, or model evaluation — ideally Rubrics-trained on Mercor or a comparable platform — is a strong plus.
Ability to engage reliably for 40 hours/week during weekdays through the end of September, then 20 hours/week thereafter.
Verbal and written communication skills, problem-solving skills, and interpersonal skills.
United States–based only.