Finance and Accounting AI Task Author

About OpenTrain

OpenTrain is the #1 platform for finding and building careers in AI training and data labeling. We connect skilled contributors with projects where they help shape how modern AI systems learn, reason, and respond.

• Build a profile that showcases your AI training experience
• Discover projects across a fast-growing technology industry
• Apply in minutes and develop a long-term professional portfolio

About AI Training Work

AI training is the human side of building artificial intelligence. Subject-matter experts create examples, evaluate model outputs, and define what accurate reasoning looks like so advanced systems can perform reliably in specialized fields such as finance and accounting.

• Work remotely with a computer and internet connection
• Use your professional knowledge to influence cutting-edge AI systems
• Choose flexible project work that can fit around other commitments

The Role

OpenTrain AI is seeking a Finance and Accounting AI Task Author to create expert-level accounting reconciliation tasks for training and evaluating advanced AI agents. You will transform realistic enterprise finance scenarios into objective, numerically rigorous exercises involving invoice and payment matching, billing against recognized revenue, and margin analysis.

This role combines finance expertise with task design, rubric writing, validation, and quality review. It is a fully remote freelance contract for finance professionals in South Africa, with a flexible, task-based commitment of 20+ hours per week.

• Contractor and part-time work arrangement
• Location: South Africa
• Working language: English
• Pay: $60–$120 per hour

What You’ll Do

You will design complete finance tasks that test multi-step reasoning and produce verifiable outcomes. Each exercise should reflect realistic accounting workflows while remaining clear enough to evaluate consistently.

• Author prompts for payment matching, revenue reconciliation, and margin report analysis
• Write scoring rubrics defining exact numerical outcomes and required reasoning
• Prepare financial data, documents, and system states that mirror realistic workflows
• Solve each task to verify figures, balances, and rubric accuracy
• Adjust data complexity, source-document ambiguity, and reasoning requirements to reach the intended difficulty
• Review and correct AI-drafted prompts and rubrics when provided

Required Qualifications

You should have hands-on experience as an accountant, finance analyst, or closely related finance professional. Strong numerical reasoning and experience with multi-step reconciliation problems are required.

You should understand revenue recognition principles, matching rules, and standard accounting workflows. You must also be able to define verifiable correctness criteria, including exact figures, reconciled balances, and documented variance explanations.

• Hands-on accounting or finance analyst experience
• Strong numerical reasoning and multi-step reconciliation experience
• Knowledge of revenue recognition and payment-matching principles
• Understanding of standard accounting workflows
• Ability to define exact correctness criteria and variance explanations
• Comfort with financial documents, spreadsheets, and accounting system outputs

Helpful Background

The following experience can further support your work on finance-focused AI tasks, although it is helpful rather than required.

• Finance experience in mining, manufacturing, or enterprise B2B environments
• Familiarity with SAP, Sage, Pastel, NetSuite, or comparable ERP platforms
• CA(SA), CIMA, or ACCA credentials
• Experience in audit, financial controls, revenue assurance, or IFRS
• An iterative approach to testing and refining tasks for difficulty and gradability

Why Join This Project

This project lets you apply practical accounting judgment to the development of advanced AI. By creating precise reconciliation scenarios and evaluation standards, you will help teach AI agents to work with financial information more accurately and transparently.

OpenTrain is free to join and helps contributors grow an AI training career by bringing opportunities together, making applications straightforward, and supporting a portfolio of credible project experience.

• Fully remote freelance work
• Flexible, task-based commitment
• Directly apply your accounting and finance expertise to AI development
• Build experience in a rapidly growing AI training field