Finance AI Task Author And Evaluator

About OpenTrain

OpenTrain AI is the hiring and contracting organization for this role and the leading platform for finding and building careers in AI training and data labeling. OpenTrain helps specialists discover projects, build a lasting professional profile, and apply to work that matches their expertise.

This is an opportunity to bring your finance experience into a rapidly growing field while developing a portfolio of work that demonstrates your analytical judgment.

• Remote freelance work through OpenTrain
• Create a profile and apply through OpenTrain
• Build experience in a growing AI training industry

About Finance AI Training

AI training is the human side of building modern artificial intelligence. Specialists create realistic examples, write tasks, and evaluate model outputs so AI systems can learn to reason more accurately and reliably.

In this role, your professional finance judgment will help train AI agents on the kinds of analytical problems encountered in investment, financing, reporting, forecasting, risk, and other real-world finance settings.

• Apply professional finance judgment to AI training
• Work on complex scenarios rather than high-volume throughput
• Help shape how AI systems handle finance analysis and decisions

The Role

OpenTrain is seeking an expert Finance AI Task Author and Evaluator to design realistic, complex finance scenarios and create the supporting materials used in AI training. You will draw on your current practice area to build models, memos, filings, and data, then author and evaluate tasks that test analytical judgment.

The work may span investment banking and M&A, private equity or credit, corporate finance and FP&A, research, asset management, quantitative finance, risk, treasury, technical accounting, real estate finance, or regulatory reporting.

• Expert-level finance experience required
• $100 per hour
• Remote hourly freelance contractor engagement
• English-language work
• Available to candidates in the listed European countries, Canada, and the United States

What You'll Do

You will construct finance problems grounded in professional practice and create the materials needed to make each scenario realistic and useful for AI training. You will also assess the quality of AI-generated work against standards used in live investment, financing, reporting, and regulatory contexts.

• Construct realistic finance problems based on professional practice
• Build financial models, supporting analysis, memos, filings, and data
• Author finance tasks used to train AI agents
• Evaluate finance tasks and model work for quality and analytical soundness
• Apply judgment to valuation, diligence, underwriting, forecasting, reporting, capital allocation, risk, or related decisions
• Explain and defend analytical assumptions, recommendations, and judgments

Required Experience And Skills

You should have at least three years of recent, substantive, hands-on finance experience and currently work in the field. Your background should include ownership of analysis or decisions such as a live transaction model, diligence process, valuation, forecast, financing, or recommendation memo.

Strong Excel and financial modeling capability is required. Familiarity with relevant tools is valuable where applicable, including Bloomberg, Capital IQ, FactSet, data rooms, ERP or consolidation systems, and quantitative or risk platforms.

• At least three years of recent finance experience
• Current professional practice in finance
• Hands-on experience building models and making analytical decisions
• Expertise in valuation, diligence, underwriting, forecasting, reporting, risk, or another relevant finance discipline
• Strong Excel and financial modeling skills
• Ability to construct realistic finance scenarios
• Ability to clearly explain and defend analytical assumptions and recommendations
• Familiarity with relevant finance platforms where applicable

Helpful Background

Advanced academic and professional credentials are welcome but are not stated as required. Experience across multiple finance disciplines or across buy-side and sell-side settings can also strengthen your fit for the work.

• MBA, MS, or PhD
• CFA, CPA, FRM, or actuarial designation
• Experience across multiple finance disciplines
• Experience in both buy-side and sell-side environments

Engagement Details

This is remote, hourly freelance work paid at $100 per hour. The role description specifies a minimum commitment of 10 hours per week and a default commitment of 40 hours per week; the structured listing indicates 20+ hours per week, so candidates should be prepared for a substantial weekly commitment.

• $100 USD per hour
• Hourly contractor engagement
• Part-time opportunity
• Minimum commitment stated in the role description: 10 hours per week
• Default commitment stated in the role description: 40 hours per week
• Structured listing time requirement: 20+ hours per week

Why Work With OpenTrain

OpenTrain gives AI-training contributors one place to manage opportunities, present credible experience, and grow a durable professional portfolio. Your profile can help you show the depth of your finance background and discover future work aligned with your skills.

AI training is remote and flexible by nature, making it possible to contribute from anywhere with the required setup while working at the intersection of finance and cutting-edge technology.

• Showcase specialized finance expertise in an AI training profile
• Build a portfolio of work over time
• Discover projects aligned with your professional skills
• Apply in minutes through OpenTrain