Finance & Accounting Specialist – Rubric Design, Remote

Xperteez Technology • ,

5d • Remote

About The Position

The Finance & Accounting Specialist will create challenging professional finance and accounting tasks and design detailed scoring rubrics that specify the calculations, assumptions, reasoning, and professional considerations expected in strong responses. The role includes evaluating AI-generated financial analyses for accuracy, methodology, logic, and completeness, and assessing whether assumptions and conclusions are reasonable and adequately supported.

The specialist will identify material errors in calculations, accounting treatment, valuation logic, financial interpretation, and risk analysis; critique peer rubrics for ambiguity, omissions, duplication, excessive subjectivity, or technical errors; and develop high-quality analyses, solutions, critiques, explanations, and reference-answer pairs. The role also supports AI training through the creation of tasks, rubrics, evaluations, preferences, and reference content for reinforcement learning and supervised fine-tuning. Outputs should follow appropriate finance and accounting conventions and terminology.

Requirements

• Bachelor’s degree or higher in Finance, Accounting, Economics, Business, Applied Mathematics, or a related discipline.
• Strong professional proficiency in English, minimum C1.
• At least 3 years of professional experience in finance, accounting, investment analysis, corporate finance, financial reporting, audit, consulting, risk, or a related field.
• Strong knowledge of professional methodologies, calculations, assumptions, and analytical standards relevant to the candidate’s specialty.
• Ability to create realistic professional finance or accounting tasks requiring judgment rather than simple factual recall.
• Ability to design detailed rubrics covering accuracy, methodology, assumptions, completeness, materiality, reasoning quality, and professional presentation.
• Ability to distinguish calculation errors, methodological errors, unsupported assumptions, and reasonable professional differences.
• Comfort critiquing rubrics created by other finance or accounting experts.
• High attention to detail when reviewing numerical accuracy, financial logic, terminology, assumptions, reconciliations, and conclusions.

Nice To Haves

• Relevant professional certifications such as CPA, CFA, ACCA, ACA, CMA, FRM, or equivalent, where applicable.
• Experience with training, examination writing, audit review, investment committee review, financial QA, research review, or professional assessment.
• Prior experience with AI evaluation, model benchmarking, annotation, RLHF, or rubric-based scoring.

Responsibilities

• Create challenging financial, accounting, valuation, investment, audit, or analytical tasks.
• Design scoring rubrics specifying expected calculations, assumptions, reasoning, and professional considerations.
• Evaluate AI-generated analyses for accuracy, methodology, logic, and completeness.
• Assess whether professional assumptions and conclusions are reasonable and sufficiently supported.
• Identify material errors in calculations, accounting treatment, valuation logic, financial interpretation, and risk analysis.
• Critique peer rubrics for ambiguity, missing components, duplication, excessive subjectivity, or technical errors.
• Develop high-quality analyses, solutions, critiques, and explanations.
• Generate tasks, rubrics, evaluations, preferences, and reference-answer pairs to support AI training, including RL and SFT.
• Ensure outputs reflect appropriate finance and accounting conventions and terminology.

What This Job Offers

• Career Level: Mid Level