Finance Workflow Annotator for AI Training

Contribute domain expertise to train next generation AI by capturing, executing, and documenting realistic, multi step finance and data analysis workflows. This role focuses on producing accurate, reproducible workflow artifacts that show how analysts move from raw data to reconciliations, models, reports, and insights, while maintaining strict data security and privacy.

• Design and document detailed, multi step finance and data analyst workflows that reflect real tasks, for example data pulls, reconciliation, model building, reporting, and analysis.
• Independently execute each workflow in real tools such as Snowflake and Excel or Google Sheets, recording every step, decision, input, and output.
• Embed collaboration interactions naturally into workflows, for example Slack threads for cross functional coordination and shared documents for distribution and feedback.
• Create comprehensive documentation for each scenario in the annotation platform, including step by step instructions, rationale, formulas, SQL queries, and illustrative screenshots or results.
• Identify and flag ambiguous or edge case scenarios for the project team, and update workflows based on feedback to improve accuracy and coverage.
• Maintain high standards of data security and privacy in all workflow execution and documentation.

• Minimum 2 years of hands on experience in FP&A, accounting, financial analysis, or data analytics, with practical use of advanced spreadsheets and data warehousing tools such as Snowflake.
• Ability to write robust SQL queries for reporting, reconciliation, and ad hoc analysis tasks.
• Demonstrated accuracy, attention to detail, and reliability producing financial workflows and documentation.
• Strong written and verbal communication, able to explain complex steps and context to annotators unfamiliar with the work.
• Familiarity with collaborative tools such as Slack and Microsoft 365 or Google Workspace as part of finance and data workflows.
• Preferred, but not required: experience with financial modeling, forecasting, or BI dashboards such as Looker, Tableau, or Power BI.
• Advantageous: prior experience in data annotation, process documentation, or quality assurance.

• Role type: Contractor, freelance engagement.
• Location: Remote.
• Work is assigned and completed through the internal annotation platform, with flexible, self directed participation and clear project deliverables.
• No prior experience in AI required, domain expertise in finance and data workflows is the focus.

Pay range: $14.00 to $36.00 per hour.

• Required skills highlighted in the project include finance domain knowledge, annotation experience, and a focus on security and privacy.
• Candidates will be evaluated for fit based on demonstrated finance and data analysis experience and the ability to produce clear, reproducible workflow documentation.
• To express interest, submit your application through the provided recruitment channel. If selected, you will be engaged as a contractor and assigned tasks via the internal annotation platform, where you will deliver the documented workflows and incorporate reviewer feedback.

The hiring organization is an AI data lab that converts real world subject matter expertise into training data, evaluations, and feedback loops to improve AI systems. Experts contribute across domains including finance, healthcare, and engineering, helping shape how models learn and reason.