Financial Planning & Analysis Expert For AI Training

About OpenTrain

OpenTrain is the #1 platform for people building careers in AI training and data labeling. The platform helps contributors discover projects, consolidate work across platforms, and build a unified portfolio they control — all from a free account.

Work posted through OpenTrain connects you directly with AI training opportunities where your real-world expertise shapes how models learn and perform.

About AI training work in finance

AI training (also called data labeling or human feedback work) is the human side of building intelligent systems: people prepare, rate, and refine examples so models learn the right behaviors. In finance-focused projects, contributors feed models the domain knowledge and judgment needed to interpret financial documents, forecasts, and SaaS performance metrics.

This type of work is highly flexible and remote-friendly — a way to apply professional finance skills to cutting-edge model development while choosing hours that fit your schedule.

The role

OpenTrain is recruiting a remote Financial Planning & Analysis (FP&A) Expert to contribute high-quality, real-world financial input for AI training initiatives. You will apply your financial modeling and accounting knowledge to improve model outputs, create evaluation rubrics, and support fine-tuning with domain-accurate examples.

This is a contractor, part-time opportunity: expected 20+ hours per week, paid hourly at $58 USD.

• Employment type: Contractor, Part-time
• Location: Remote; open worldwide
• Time commitment: 20+ hours per week
• Pay: $58 per hour (PAY_PER_HOUR, USD)

What you'll do

You will work with document-based financial data and deliver structured annotations, evaluation ratings, and fine-tuning inputs that teach models to reason about finance and SaaS performance.

• Analyze complex financial and marketing datasets to produce actionable business intelligence for AI models.
• Develop, refine, and implement advanced financial models, forecasts, and scenario analyses.
• Create comprehensive rubrics and scoring guidelines that capture professional judgment for model evaluation.
• Prepare, review, and optimize financial reporting consistent with US GAAP / IFRS standards.
• Collaborate with cross-functional teams to support strategic planning and decision-making.
• Ensure compliance with financial regulations and internal controls in annotation outputs.
• Advise on SaaS metrics such as ARR, MRR, CAC, and LTV to guide model behavior and evaluation.

Requirements

You must meet the stated minimum qualifications and be able to communicate complex concepts clearly in writing and verbally.

• Bachelor’s degree in Accounting, Finance, Economics, Engineering, or a related quantitative field (required).
• Minimum 3 years’ experience in finance, accounting, FP&A, audit, or SaaS finance (required).
• Exceptional written and verbal communication skills; able to distill complex concepts for diverse audiences (required).
• Strong analytical mindset and attention to detail (required).
• Language: English (required).

Helpful background

The following qualifications are not required but will strengthen your application and the value you provide to the project.

• Investment banking experience.
• Professional certifications such as CPA or CFA.
• 7+ years of overall professional experience.
• In-depth experience with SaaS metrics and performance analytics.

Project details and tools

The work focuses on document data and uses evaluation ratings and fine-tuning style label tasks to improve model outputs. Labeling will be done via a third-party or proprietary tool (listed as OTHER). You will create rubrics, score examples, and deliver structured annotations suitable for supervised learning and RLHF pipelines.

• Data type: Document
• Label types: Evaluation rating, Fine-tuning
• (proprietary or third-party)
• Pay structure: Hourly (PAY_PER_HOUR)

Who should apply and how to get started

This role is a great fit for FP&A professionals, accountants, and finance analysts who want flexible, remote work that directly shapes AI behavior. If you enjoy translating financial judgment into clear, teachable rules and examples, this project will leverage your expertise.

To apply, create a free OpenTrain account, complete your profile, and submit your application to the OpenTrain listing. Applications should highlight relevant finance experience, any certifications, and examples of financial modeling or reporting work.

• Worldwide applicants welcome; English required.
• Prepare to show examples of financial models, reports, or rubrics during evaluation.
• OpenTrain helps you track the project, manage your portfolio, and apply in minutes.