Advisory & Transaction Services Expert (M&A / Valuation)

This role is for one of our clients

Compensation: $700 per task

We are collaborating with a leading AI lab to engage experienced transaction advisory and valuation professionals. You'll translate real M&A, due diligence, and valuation work into structured, high-quality training data that teaches AI to reason the way deal teams do.

Focus Areas

M&A / transaction advisory · financial due diligence (quality of earnings) · business valuation · purchase accounting (ASC 805) support.

Key Responsibilities

• Design realistic scenarios from your work — quality-of-earnings (QoE) analyses, working-capital and net-debt analyses, financial due-diligence findings, valuation models (DCF, comparable companies, precedent transactions), purchase price allocation (ASC 805), and deal / LBO models
• Review and compare AI-generated advisory outputs for analytical accuracy, defensible assumptions, and sound professional judgment
• Provide clear written feedback that improves how AI performs transaction and valuation tasks
• Collaborate asynchronously with the research team

Ideal Qualifications

• Transaction advisory (Big 4 TAS / boutique) and/or corporate development, investment banking, or valuation background
• CPA, and/or ASA / ABV / CFA a plus for valuation-leaning candidates
• Hands-on ownership of QoE, valuation, or deal models
• Bachelor's degree in Accounting, Finance, or a related field
• Strong written communication and attention to detail

Application Process

• Submit a resume or a short summary of your transaction advisory / valuation experience
• Complete a short form on your practice area, specialties, and certifications
• Selected applicants may complete a brief sample task

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.