Role Description
We are seeking an experienced Financial Planning & Analysis (FP&A) Subject Matter Expert to support the development, evaluation, and improvement of advanced Artificial Intelligence (AI) models. This is not a traditional Investment Banking position. Instead, you will apply your real-world expertise to:
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Evaluate complex AI-generated financial analyses
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Validate technical reasoning
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Identify inaccuracies
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Help improve Large Language Models (LLMs) used within the finance industry
We are looking for professionals who are recognized as experts within their field—individuals capable of evaluating financial reasoning with the same rigor expected in investment banking, corporate finance, transaction advisory, and institutional finance environments.
Qualifications
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Expert-level knowledge in one or more of the following:
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Budgeting
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Forecasting
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Financial Planning
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Variance Analysis
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Cost Accounting
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Business Partnering
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Financial Reporting
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Strategic Planning
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Management Reporting
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Preferred Qualifications:
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Controller
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CFO
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FP&A Director
Requirements
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Significant practical experience in Investment Banking, Corporate Finance, or Transaction Advisory
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Strong knowledge of U.S. financial markets and corporate finance principles
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Exceptional analytical and critical thinking skills
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Advanced financial modeling and valuation capabilities
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Excellent written English communication skills
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Ability to independently evaluate complex financial analyses and articulate technical feedback
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Strong attention to detail and commitment to quality
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One or more of the following is highly desirable:
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Professional Certifications
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CFA (Completed or Candidate)
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CPA
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MBA (Finance)
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Chartered Accountant (CA)
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Professional Background in:
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Investment Banking
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Big Four Transaction Advisory
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Valuation Advisory
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Private Equity
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Venture Capital
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Corporate Development
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Strategic Finance
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AI Experience in:
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AI Model Evaluation
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Reinforcement Learning from Human Feedback (RLHF)
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Prompt Engineering
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AI Annotation
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Large Language Model (LLM) Evaluation
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AI Quality Assurance
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Benchmark Dataset Development
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U.S. Market Knowledge in:
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SEC Filings
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Public Equities
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Financial Statements
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Valuation Methodologies
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Corporate Earnings
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Macroeconomic Indicators
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Investment Analysis
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Capital Markets
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Financial Ratios
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Portfolio Concepts
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Market Trends
Trial Gig
As part of the selection process, all shortlisted candidates must successfully complete a Trial Gig designed to evaluate:
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Technical finance expertise
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Analytical reasoning
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Written communication
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Attention to detail
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Ability to assess AI-generated financial responses
Please note:
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Successful completion of the Trial Gig is required before joining the production project.
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Candidates who meet the required quality standards will receive an offer to join the project and will be compensated for successfully completing the Trial Gig.
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Candidates who do not meet the required quality standards will not move forward on this project and will not receive compensation for the Trial Gig.
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Strong candidates who are not selected may remain in our talent network and be considered for future AI evaluation projects that better align with their expertise.