Finance & Accounting Specialist – Rubric Design
Rate: Up to $100/hr
Type: Contract
Location: US, Remote
Skills & technologies: Finance, Accounting, Corporate Finance, Investment Analysis, Financial Modeling, Valuation, Audit, Financial Reporting, English, Expert Review, Model Evaluation, Professional Judgment, Rubric Writing, Rubric Design, AI Evaluation, Risk Management
Work Scope:
Create professional finance tasks: Develop challenging financial, accounting, valuation, investment, audit, or analytical problems.
Design scoring rubrics: Define the calculations, assumptions, reasoning, and professional considerations expected in strong responses.
Evaluate financial outputs: Review AI-generated analyses for accuracy, methodology, logic, and completeness.
Assess professional judgment: Determine whether assumptions and conclusions are reasonable and sufficiently supported.
Identify material errors: Detect incorrect calculations, accounting treatment, valuation logic, financial interpretation, or risk analysis.
Critique peer rubrics: Review criteria for ambiguity, missing components, duplication, excessive subjectivity, or technical errors.
Develop reference content: Produce high-quality analyses, solutions, critiques, and explanations.
Support AI training: Generate tasks, rubrics, evaluations, preferences, and reference-answer pairs suitable for RL and SFT.
Maintain professional standards: Ensure outputs reflect appropriate finance and accounting conventions and terminology.
Requirements:
Bachelor’s degree or higher in Finance, Accounting, Economics, Business, Applied Mathematics, or a related discipline.
Relevant professional certifications such as CPA, CFA, ACCA, ACA, CMA, FRM, or equivalent are strongly preferred where applicable.
Strong professional proficiency in English, minimum C1.
3+ years of professional experience in finance, accounting, investment analysis, corporate finance, financial reporting, audit, consulting, risk, or a related field.
Strong knowledge of professional methodologies, calculations, assumptions, and analytical standards relevant to your specialty.
Ability to create realistic professional finance or accounting tasks that require judgment rather than simple factual recall.
Strong ability to design detailed rubrics covering accuracy, methodology, assumptions, completeness, materiality, reasoning quality, and professional presentation.
Ability to distinguish between calculation errors, methodological errors, unsupported assumptions, and reasonable professional differences.
Comfortable critiquing rubrics created by other finance or accounting experts.
High attention to detail when reviewing numerical accuracy, financial logic, terminology, assumptions, reconciliations, and conclusions.
Experience with training, examination writing, audit review, investment committee review, financial QA, research review, or professional assessment is strongly preferred.
Prior experience with AI evaluation, model benchmarking, annotation, RLHF, or rubric-based scoring is preferred.
Skills Required
- Bachelor's degree or higher in Finance, Accounting, Economics, Business, Applied Mathematics, or a related discipline
- Strong professional proficiency in English at minimum C1 level
- 3+ years of professional experience in finance, accounting, investment analysis, corporate finance, financial reporting, audit, consulting, risk, or a related field
- Strong knowledge of professional methodologies, calculations, assumptions, and analytical standards relevant to the specialty
- Ability to create realistic professional finance or accounting tasks requiring judgment rather than simple factual recall
- Ability to design detailed rubrics covering accuracy, methodology, assumptions, completeness, materiality, reasoning quality, and professional presentation
- Ability to distinguish calculation errors, methodological errors, unsupported assumptions, and reasonable professional differences
- Ability to critique rubrics created by other finance or accounting experts
- High attention to detail when reviewing numerical accuracy, financial logic, terminology, assumptions, reconciliations, and conclusions
- Relevant professional certification such as CPA, CFA, ACCA, ACA, CMA, FRM, or equivalent
- Experience with training, examination writing, audit review, investment committee review, financial QA, research review, or professional assessment
- Prior experience with AI evaluation, model benchmarking, annotation, RLHF, or rubric-based scoring
What We Do
Xperteez Technology is a business consulting and recruitment firm that bridges the gap between business needs and talent. The company specializes in providing IT consulting, digital marketing, and comprehensive recruitment solutions across various sectors, including BFSI, manufacturing, and e-commerce. They focus on connecting qualified job seekers with direct payroll opportunities at leading companies across India, emphasizing growth and technological excellence.
