Finance Expert – AI Model Evaluation Project

Position: Finance Expert – AI Model Evaluation Project
Location: Remote
Engagement Type: Freelance / Contract / Project-Based
Project: Finance AI Model Evaluation / Multi-Turn Conversation Evaluation

About the Project
Looking for experienced Finance Professionals and Finance Subject Matter Experts (SMEs) to support an AI Model Evaluation Project.

The selected professionals will evaluate AI-generated responses in finance-related, multi-turn conversations by comparing the responses against provided source documents and predefined evaluation guidelines.

This project focuses on assessing the accuracy, reasoning, contextual understanding, instruction-following, and reliability of AI-generated responses.

Key Responsibilities
As a Finance AI Evaluator, you will be responsible for:
• Reviewing source documents, user conversations, and AI-generated responses.
• Evaluating AI responses for factual and financial accuracy.
• Reviewing multi-turn conversations while maintaining complete context.
• Checking numerical calculations and financial reasoning.
• Verifying whether AI responses correctly follow user instructions.
• Identifying hallucinations, unsupported conclusions, and reasoning errors.
• Determining whether each response is Correct or Incorrect.
• Identifying and categorizing the primary reason for incorrect responses.
• Selecting the appropriate failure category based on predefined guidelines.
• Providing concise and technically accurate justifications for evaluation decisions.
• Following project-specific SOPs and evaluation guidelines consistently.
• Maintaining high accuracy, quality, consistency, and confidentiality.

Required Skills
Candidates should have:
• Strong knowledge of Finance, Accounting, Financial Reporting, or Business Analysis.
• Excellent analytical, logical, and critical-thinking abilities.
• Ability to accurately interpret financial and business information.
• Strong English reading and written communication skills.
• Excellent attention to detail.
• Ability to review lengthy multi-turn conversations and maintain context.
• Ability to identify factual, numerical, logical, and reasoning errors.
• Ability to follow detailed instructions, guidelines, and SOPs.
• Strong documentation and reporting skills.
• Ability to work independently and meet project deadlines.

Preferred Qualifications
Candidates with one or more of the following qualifications are preferred:
• CA (Chartered Accountant)
• CFA
• CPA
• MBA – Finance
• Master's / Bachelor's Degree in Finance
• Accounting / Commerce
• Economics
• Financial Engineering
• Business Analytics

Preferred Professional Experience
Experience in any of the following areas will be an advantage:
• Financial Analysis
• Equity Research
• Investment Banking
• Financial Reporting
• Accounting
• Auditing
• Credit Analysis
• FP&A
• Risk Analysis
• Business Analysis
• Investment Analysis
• AI Data Annotation
• LLM Evaluation
• AI Model Evaluation
• Prompt Evaluation
• Content Review
• Quality Assurance

What You Will Evaluate
You will review:
Source Documents → User Conversations → AI Model Responses

For each AI-generated response, you will:
1. Verify factual correctness.
2. Check numerical calculations and financial logic.
3. Validate the response against the provided source document.
4. Check whether the AI correctly understood the conversation context.
5. Verify compliance with user instructions.
6. Detect hallucinations or unsupported claims.
7. Identify reasoning or logical errors.
8. Assign the appropriate failure category, if applicable.
9. Provide a concise technical justification for your decision.

Candidate Requirements
• Strong English reading and writing skills.
• Strong Finance / Accounting knowledge.
• Laptop or desktop with a reliable internet connection.
• Ability to work remotely.
• Availability for freelance, contract, or project-based assignments.
• Willingness to follow strict confidentiality requirements.
• Ability to work independently and deliver consistently high-quality evaluations.
• Commitment to accuracy and adherence to project guidelines.

Ideal Candidates
This project is well-suited for:
• Chartered Accountants (CA)
• CFA Professionals
• Finance Subject Matter Experts
• Financial Analysts
• Investment Analysts
• Equity Research Analysts
• Credit Analysts
• FP&A Professionals
• Risk Analysts
• MBA Finance Graduates
• Experienced Commerce Professionals
• Accounting Professionals
• AI Evaluation Specialists with Finance Expertise

How to Apply
If you have relevant Finance/Accounting expertise and are interested in contributing to AI model quality and evaluation, please share:
• Updated Resume / CV
• Highest Qualification
• Total Years of Relevant Experience
• Area of Finance Expertise
• Experience in AI Evaluation / Data Annotation / LLM Evaluation (if applicable)
• Current Location
• Availability for Project-Based Work