Finance Expert
Position: Finance Expert
Type: Contract
Compensation: $150–$200/hour
Location: Remote (United States)
About the Opportunity
AfterQuery partners with leading AI research organizations to improve how advanced AI systems handle real-world financial decisions, analysis, and workflows. We are seeking experienced Finance Experts to contribute practical industry knowledge and professional judgment to the development of next-generation AI systems.
This opportunity is ideal for professionals across a broad range of finance disciplines, including financial planning, wealth management, accounting, taxation, corporate finance, banking, lending, retirement planning, estate planning, insurance, and annuities.
You'll apply your expertise to create realistic financial scenarios, evaluate complex financial reasoning, and review AI-generated outputs for accuracy and sound professional judgment. No prior AI experience is required.
Key Responsibilities
• Create realistic finance scenarios and workflows based on professional experience.
• Develop examples involving financial planning, taxation, lending, retirement planning, corporate finance, insurance, and related areas.
• Review AI-generated financial analyses, recommendations, and calculations.
• Identify errors in assumptions, calculations, reasoning, compliance considerations, and financial guidance.
• Evaluate financial workflows for accuracy, practicality, and alignment with industry standards.
• Provide structured written feedback to improve AI reasoning and performance.
• Document professional reasoning and decision-making processes clearly and accurately.
• Collaborate with project teams through asynchronous communication and review processes.
Required Qualifications
• 4+ years of professional experience in finance, accounting, banking, taxation, wealth management, lending, insurance, retirement planning, or a related field.
• Bachelor's degree or higher in Finance, Accounting, Economics, Business, or a related discipline.
• Authorization to work in the United States without sponsorship.
• Strong analytical and quantitative skills.
• Excellent written English communication.
• Ability to explain financial concepts, calculations, and professional judgment clearly.
• High attention to detail and commitment to accuracy.
Preferred Qualifications
• CPA, CFA, CFP, EA, ChFC, CLU, CIMA, or other relevant professional designation.
• Experience in financial advising, wealth management, tax preparation, FP&A, corporate finance, lending, or insurance.
• Experience evaluating complex financial situations and developing client recommendations.
• Familiarity with financial modeling, financial statements, budgeting, forecasting, or investment analysis.
• Strong understanding of financial regulations, compliance considerations, and industry best practices.
• Experience reviewing or auditing financial work products.
• Interest in AI, technology, and applied financial reasoning.
Compensation
• $150–$200/hour
• Flexible workload with no fixed cap on volume
• Remote contract engagement
• Work on your own schedule
Application Process
• Submit your application.
• Upload your resume.
• Complete the evaluation process.
• Join the project upon approval.
• Begin contributing finance-related tasks and reviews.
Additional Details
• Fully remote opportunity.
• Flexible schedule.
• Ongoing project with continuing work availability.
• Professional support and task guidelines provided after onboarding.
• Applications reviewed on a rolling basis.