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Financial Documentation Expert (AI Training)

Level not stated IndiaUnited States
still open verified 13h ago posted 74d ago checked just now
Apply at apply.workable.com

This is the employer's own posting, not a copy on a job board.

What we know

Is it still open?

Confirmed still open

Last checked 13h ago — checked against the employer's own applicant tracking system, which is the company answering directly.

We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.

Check this listing's status as JSON

How old is it?

Posted 74d ago

The date the source published, not the day we noticed it (2026-07-03). Last seen at its source just now.

Is it remote?

Marked remote on the employer's board

Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.

Who may apply?

India, United States

The description states no restriction of its own. This is the source's own tag.

Pay not stated

Similar roles pay $112.4k–197.9k/yr

Middle 50% of 312 listings that do state pay — Finance · all levels · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.

Skills named in the ad

BudgetingFinancial ModelingFinancial Reporting

Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.

Carried by 1 source

The listing

This role is for one of our clients

$20 - $40/hourpay

Role Title: Financial Documentation Expert (AI Training)

Role Type: Contractor
Location: Remote

We are seeking experienced finance professionals to contribute their domain expertise to the development of next-generation AI systems. In this role, you will provide high-quality, self-authored financial documents that help improve AI models' ability to understand, analyze, and reason about complex financial concepts.

No prior AI experience is required—your professional expertise in finance, financial analysis, and documentation is the key qualification.

Requirements

Key Responsibilities

  • Submit original, self-created financial documents such as financial reports, investment analyses, valuation models, research papers, or internal business reports in PDF or Word format.
  • Provide documentation that includes rich, multimodal content such as tables, charts, graphs, diagrams, and financial visualizations.
  • Demonstrate strong financial expertise through detailed analysis, modeling, forecasting, and reporting.
  • Ensure all submitted materials are accurate, well-structured, professionally presented, and appropriately sourced.
  • Contribute documents of varying lengths (ideally 10–100 pages) to support diverse AI training scenarios.
  • Participate in project-related discussions and provide clarification on submitted materials when required.
  • Maintain confidentiality by removing or anonymizing any sensitive or proprietary information before submission.

Required Skills & Qualifications

  • Proven experience creating high-quality financial documentation, investment reports, valuation models, or business analyses.
  • Strong expertise in financial analysis, financial modeling, reporting, budgeting, forecasting, or investment research.
  • Experience presenting financial insights using charts, tables, dashboards, and other visual elements.
  • Excellent analytical, written, and verbal communication skills.
  • Exceptional attention to detail with a strong focus on accuracy and data integrity.
  • Ability to produce clear, well-organized, and technically sound documentation.

Preferred Qualifications

  • Background in Finance, Accounting, Economics, Investment Banking, Equity Research, Financial Consulting, Corporate Finance, or related fields.
  • Experience as a Financial Analyst, Finance Manager, Investment Analyst, Consultant, Research Professional, or Academic.
  • Familiarity with financial reporting standards, compliance requirements, and documentation best practices.
  • Experience developing comprehensive reports for internal business use, clients, or academic purposes.

Must-have Skills

  • Financial Analysis
  • Financial Documentation
  • Financial Modeling

Good-to-have Skills

  • Investment Research
  • Valuation
  • Corporate Finance
  • Financial Reporting
Apply at apply.workable.com