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Finance Specialist - CFA/ACA/ACCA/CPA Required

Role overview

Qualifications

  • 2+ years of professional experience in investment banking, asset management, corporate finance, accounting, audit, corporate treasury, or financial planning and analysis
  • Professional certification: CFA, ACA, ACCA, CPA
  • Strong analytical, problem-solving, and financial reasoning skills
  • Excellent written and verbal communication abilities

Responsibilities

  • Partner with research and engineering teams to improve AI models' understanding of financial concepts, analysis, and decision-making
  • Design realistic, domain-specific finance tasks and develop accurate reference solutions based on industry best practices
  • Evaluate AI-generated outputs using structured evaluation frameworks, providing detailed feedback
  • Collaborate with fellow subject matter experts to ensure consistency, quality, and reliability across training datasets

About the company

Weekday (YC W21) logo

Weekday (YC W21)

Staffing & Recruiting

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Company details

IndustryStaffing & Recruiting
Company size11 - 50

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Job description

This role is for one of our clients

Compensation: $65 - $90 per hour

Join a cutting-edge AI research initiative and help shape the next generation of Large Language Models. We are seeking experienced Finance Specialists with strong industry expertise to contribute high-quality financial knowledge and real-world judgment to AI model training and evaluation. Your expertise will help improve AI systems' ability to reason through complex financial concepts, analyses, and decision-making scenarios.

This is a fully remote, independent contractor opportunity with flexible scheduling, allowing you to contribute meaningful work while maintaining your existing commitments.

Requirements

Key Responsibilities

  • Partner with research and engineering teams to improve AI models' understanding of financial concepts, analysis, and decision-making.
  • Design realistic, domain-specific finance tasks and develop accurate, well-reasoned reference solutions based on industry best practices.
  • Evaluate AI-generated outputs using structured evaluation frameworks, providing detailed written feedback on accuracy, reasoning, and financial judgment.
  • Create, refine, and maintain scoring rubrics and evaluation guidelines for finance-related tasks.
  • Collaborate with fellow subject matter experts to ensure consistency, quality, and reliability across training datasets.
  • Help identify knowledge gaps and recommend improvements to enhance AI performance in finance-related use cases.

Required Qualifications

  • 2+ years of professional experience in one or more of the following areas:
    • Investment Banking
    • Asset Management
    • Corporate Finance
    • Accounting & Audit
    • Corporate Treasury
    • Financial Planning & Analysis (FP&A)
  • Professional certification required:
    • CFA
    • ACA
    • ACCA
    • CPA
  • Strong analytical, problem-solving, and financial reasoning skills.
  • Excellent written and verbal communication abilities.
  • Ability to commit at least 10 hours per week during weekdays.
  • Experience translating complex financial concepts into clear, structured explanations.

Preferred Qualifications

  • Experience developing financial models, valuation analyses, budgeting, forecasting, or investment research.
  • Familiarity with financial reporting standards, regulatory frameworks, and corporate financial analysis.
  • Prior experience reviewing technical work, creating documentation, or developing evaluation frameworks.
  • Interest in AI, data quality, or emerging technologies is a plus.

Role Details

  • Employment Type: Independent Contractor
  • Work Arrangement: Fully Remote
  • Schedule: Flexible; minimum 10 hours per week during weekdays
  • Project Duration: Based on business requirements and performance, with potential for extension

Equal Opportunity

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

Contract & Payment Terms

  • You will be engaged as an independent contractor.
  • This is a fully remote opportunity that can be completed on your own schedule.
  • Projects may be extended, shortened, or concluded early depending on business needs and performance.
  • Your work will not involve access to confidential or proprietary information from any employer, client, or institution.
  • Payments are made weekly via Stripe or Wise based on services rendered.
  • Please note: We are unable to support H1-B or STEM OPT candidates at this time.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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