Financial Expert ( Remote USA or LATAM)

ELITEBRAIN•Pembroke Pines, FL
•Remote

About The Position

Financial Experts to participate in a customer-facing project focused on the evaluation and enhancement of AI agents within financial domains. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Requirements

  • Professional background in finance, accounting, FP&A, banking, consulting, or related fields.
  • Strong expertise with Microsoft 365 tools, especially Excel, for analytical and documentation purposes.
  • Exceptional written and verbal communication skills, with the ability to convey complex financial concepts clearly.
  • Demonstrated attention to detail and consistency in following comprehensive evaluation guidelines.
  • Ability to independently produce objective, structured assessments against well-defined criteria.
  • Written English proficiency

Nice To Haves

  • Experience in rubric development, data annotation, or AI model evaluation projects.

Responsibilities

  • Develop realistic, multi-step finance and business process prompts that mirror actual industry workflows.
  • Create detailed, objective rubrics to assess the quality, accuracy, and completeness of AI-generated outputs.
  • Review and evaluate AI agent responses using your rubrics, providing structured, actionable feedback.
  • Leverage Microsoft 365 applications (Excel, Word, PowerPoint, Outlook) to design and review tasks reflective of modern financial practices.
  • Ensure all assessments and feedback are documented with clarity and precision in written English.
  • Collaborate asynchronously with project coordinators to align on deliverable standards and expectations.
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