Senior financial planning & analysis (fp&a) sme (ai evaluation) | u.s.

Employment Type

Project-Based Independent Contractor (Remote)

Schedule

This is an ad-hoc, project-based opportunity. Work is assigned based on client demand and project availability. Hours are not guaranteed and may vary from week to week. Candidates must be able to commit to assigned work once projects are released and meet established turnaround times. Availability beginning at 6:00 AM Pacific Standard Time (PST) is required for project assignments.

Compensation

United States: $55–$60 USD/hour. Exceptional candidates may be considered for higher compensation based on experience and project requirements.

About the Role

We are seeking an experienced Quantitative Finance Subject Matter Expert to support the development, evaluation, and improvement of advanced Artificial Intelligence (AI) models. This is not a traditional Investment Banking position. Instead, you will apply your real-world expertise to evaluate complex AI-generated financial analyses, validate technical reasoning, identify inaccuracies, and help improve Large Language Models (LLMs) used within the finance industry.

Domain Expertise

Candidates should demonstrate expert-level knowledge in one or more of the following:

• Budgeting
• Forecasting
• Financial Planning
• Variance Analysis
• Cost Accounting
• Business Partnering
• Financial Reporting
• Strategic Planning
• Management Reporting

Preferred Qualifications

Controller, CFO, FP&A Director

What Makes a Strong Candidate

CFO, Controller, FP&A Director, Owned budgeting, Built forecasting models, Presented to executive leadership

Key Responsibilities

• Evaluate AI-generated financial analyses for technical accuracy, completeness, and quality of reasoning.
• Identify factual inaccuracies, unsupported assumptions, logical inconsistencies, and calculation errors.
• Review financial models, valuation methodologies, and investment analyses produced by AI.
• Create, review, and refine finance-related prompts, benchmark responses, and evaluation datasets.
• Apply detailed annotation guidelines consistently while maintaining exceptional quality standards.
• Provide structured, actionable feedback that improves AI model performance.
• Collaborate with Project Managers, Quality Assurance teams, and AI Researchers to improve evaluation methodologies.
• Maintain productivity and quality expectations while working independently in a remote environment.

Required Qualifications

Candidates should possess:

• Significant practical experience in Investment Banking, Corporate Finance, or Transaction Advisory.
• Strong knowledge of U.S. financial markets and corporate finance principles.
• Exceptional analytical and critical thinking skills.
• Advanced financial modeling and valuation capabilities.
• Excellent written English communication skills.
• Ability to independently evaluate complex financial analyses and articulate technical feedback.
• Strong attention to detail and commitment to quality.

Preferred Qualifications

One or more of the following is highly desirable:

• Professional Certifications
• CFA (Completed or Candidate)
• CPA
• MBA (Finance)
• Chartered Accountant (CA)

Professional Background

Investment Banking, Big Four Transaction Advisory, Valuation Advisory, Private Equity, Venture Capital, Corporate Development, Strategic Finance, Financial Platforms, Bloomberg Terminal, Capital IQ, FactSet, Refinitiv, PitchBook

AI Experience

Previous experience with any of the following is highly desirable:

• AI Model Evaluation
• Reinforcement Learning from Human Feedback (RLHF)
• Prompt Engineering
• AI Annotation
• Large Language Model (LLM) Evaluation
• AI Quality Assurance
• Benchmark Dataset Development

Candidates without prior AI evaluation experience may still be considered if they possess exceptional domain expertise and strong analytical reasoning.

U.S. Market Knowledge

Candidates should demonstrate a strong working knowledge of:

• SEC Filings
• Public Equities
• Financial Statements
• Valuation Methodologies
• Corporate Earnings
• Macroeconomic Indicators
• Investment Analysis
• Capital Markets
• Financial Ratios
• Portfolio Concepts
• Market Trends

What Makes a Strong Candidate

Successful candidates are often professionals who have:

• Led complex financial analyses or valuation engagements.
• Reviewed or approved the work of other finance professionals.
• Supported or led high-profile transactions.
• Presented recommendations to executive leadership, investment committees, or clients.
• Built financial models used in strategic business decisions.
• Applied expert judgment to evaluate complex financial scenarios.

Trial Gig (Required)

As part of the selection process, all shortlisted candidates must successfully complete a Trial Gig designed to evaluate technical finance expertise, analytical reasoning, written communication, attention to detail, and the ability to assess AI-generated financial responses. Please note: Successful completion of the Trial Gig is required before joining the production project. Candidates who meet the required quality standards will receive an offer to join the project and will be compensated for successfully completing the Trial Gig. Candidates who do not meet the required quality standards will not move forward on this project and will not receive compensation for the Trial Gig. Strong candidates who are not selected may remain in our talent network and be considered for future AI evaluation projects that better align with their expertise.

About Volga Partners

Volga Partners is a global talent and consulting firm dedicated to building high-performing teams for the world's most innovative organizations. We specialize in identifying exceptional subject matter experts across finance, technology, healthcare, operations, and other highly specialized industries. Our experts contribute to the development of advanced Artificial Intelligence by evaluating complex reasoning, improving model performance, and ensuring AI systems reflect the knowledge and judgment of experienced industry professionals. Joining Volga Partners means becoming part of a global network of experts helping define the next generation of AI while working on challenging, project-based engagements with leading technology organizations.