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.