Project Overview

We are seeking a group of skilled Institutional Finance and Excel Modeling professionals to work as a project consultant in our AI Labor Marketplace. This is not a full-time employment position — you will be engaged as an expert project consultant on a contract basis.

Location: U.S.-based experts only

Engagement: Part-time, project-based expert evaluation work

Work Type: Remote

Finance experts will build realistic synthetic financial datasets, develop advanced Excel models (e.g., 3-statement models, LBOs, M&A and valuation scenarios), craft domain-specific prompts, produce gold-standard analytical answers, and record structured walkthroughs demonstrating professional financial reasoning and Excel execution.

This is a project-based consultant role. Consultants will be paid on a per-project basis; hourly rates are estimates based on anticipated completion time. Consultants control their own schedule, provide their own tools, and may simultaneously provide services to other vendors/employers (subject to those vendors’ allowances).

Responsibilities:

Contributors will:

• Build realistic, fully synthetic financial datasets
• Develop advanced Excel models incorporating complex formulas, Power Query, dashboards, and structured model architecture
• Construct domain-specific finance prompts tied to the models
• Produce complete, gold-standard analytical solutions
• Record screen-only walkthroughs explaining modeling decisions and financial reasoning
• Ensure outputs meet institutional finance and modeling standards
• Revise submissions if feedback is provided during review

Expected Outcomes:

• Professionally structured Excel files
• Clearly documented financial logic
• High-quality prompts and expert answers
• Concise, structured walkthrough recordings
• Models suitable for advanced AI evaluation and benchmarking

Qualifications

• 3–8+ years of experience in investment banking, transaction advisory, valuation, private equity–related consulting, or comparable institutional finance roles
• Advanced Excel proficiency (complex formulas, modeling best practices, Power Query; VBA optional)
• Demonstrated experience building financial models independently
• Strong written and verbal communication skills