Financial Documentation Expert (AI Training)

Posted 3 Days Ago
Be an Early Applicant
2 Locations
Remote
20-40 Hourly
Mid level
Artificial Intelligence • HR Tech • Professional Services • Software
The Role
Contractor role to create original, high-quality financial documents (reports, analyses, models) with rich visuals (tables, charts, graphs) to train AI. Ensure accuracy, anonymize sensitive data, contribute long-form documents (10–100 pages), and clarify submissions as needed.
Summary Generated by Built In

This role is for one of our clients

$20 - $40/hourpay

Role Title: Financial Documentation Expert (AI Training)

Role Type: Contractor
Location: Remote

We are seeking experienced finance professionals to contribute their domain expertise to the development of next-generation AI systems. In this role, you will provide high-quality, self-authored financial documents that help improve AI models' ability to understand, analyze, and reason about complex financial concepts.

No prior AI experience is required—your professional expertise in finance, financial analysis, and documentation is the key qualification.


RequirementsKey Responsibilities
  • Submit original, self-created financial documents such as financial reports, investment analyses, valuation models, research papers, or internal business reports in PDF or Word format.
  • Provide documentation that includes rich, multimodal content such as tables, charts, graphs, diagrams, and financial visualizations.
  • Demonstrate strong financial expertise through detailed analysis, modeling, forecasting, and reporting.
  • Ensure all submitted materials are accurate, well-structured, professionally presented, and appropriately sourced.
  • Contribute documents of varying lengths (ideally 10–100 pages) to support diverse AI training scenarios.
  • Participate in project-related discussions and provide clarification on submitted materials when required.
  • Maintain confidentiality by removing or anonymizing any sensitive or proprietary information before submission.
Required Skills & Qualifications
  • Proven experience creating high-quality financial documentation, investment reports, valuation models, or business analyses.
  • Strong expertise in financial analysis, financial modeling, reporting, budgeting, forecasting, or investment research.
  • Experience presenting financial insights using charts, tables, dashboards, and other visual elements.
  • Excellent analytical, written, and verbal communication skills.
  • Exceptional attention to detail with a strong focus on accuracy and data integrity.
  • Ability to produce clear, well-organized, and technically sound documentation.
Preferred Qualifications
  • Background in Finance, Accounting, Economics, Investment Banking, Equity Research, Financial Consulting, Corporate Finance, or related fields.
  • Experience as a Financial Analyst, Finance Manager, Investment Analyst, Consultant, Research Professional, or Academic.
  • Familiarity with financial reporting standards, compliance requirements, and documentation best practices.
  • Experience developing comprehensive reports for internal business use, clients, or academic purposes.
Must-have Skills
  • Financial Analysis
  • Financial Documentation
  • Financial Modeling
Good-to-have Skills
  • Investment Research
  • Valuation
  • Corporate Finance
  • Financial Reporting

Skills Required

  • Proven experience creating high-quality financial documentation, investment reports, valuation models, or business analyses.
  • Strong expertise in financial analysis, financial modeling, reporting, budgeting, forecasting, or investment research.
  • Experience presenting financial insights using charts, tables, dashboards, and other visual elements.
  • Excellent analytical, written, and verbal communication skills.
  • Exceptional attention to detail with a strong focus on accuracy and data integrity.
  • Ability to produce clear, well-organized, and technically sound documentation.
  • Background in Finance, Accounting, Economics, Investment Banking, Equity Research, Financial Consulting, Corporate Finance, or related fields.
  • Experience as a Financial Analyst, Finance Manager, Investment Analyst, Consultant, Research Professional, or Academic.
  • Familiarity with financial reporting standards, compliance requirements, and documentation best practices.
  • Experience developing comprehensive reports for internal business use, clients, or academic purposes.
  • Must-have skills: Financial Analysis, Financial Documentation, Financial Modeling.
  • Good-to-have skills: Investment Research, Valuation, Corporate Finance, Financial Reporting.
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The Company
Year Founded: 2021

What We Do

Weekday is an AI-powered recruitment platform that helps startups hire top-tier engineering and product talent. By leveraging a massive database of white-collar professionals and advanced outreach tools, the company streamlines the hiring process through automated sourcing, AI-driven resume screening, and white-glove contingency services. Their mission is to modernize recruitment by enabling companies to discover and engage passive candidates efficiently, ensuring high-quality hires for critical roles.

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