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Financial Expert

micro1 is hiring a Financial Expert for a remote role. It pays $30-$40/hr and Level rates it ; you can apply on micro1.

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Level's read on this job

  • On Level's scale, this role is Works on AI ●●●○: the daily work is on AI products, without building the model.
  • This is listed as a remote role.
  • The posting mentions Excel, Word and PowerPoint among its tools and skills.
  • Level classes it as a mid-level role.
  • micro1 has 337 other open roles on Level.

AI in this role

Financial expert contractor evaluating and training financial domain AI agents by developing prompts, rubrics, and assessing model outputs.

excelwordpowerpointoutlookmicrosoft-365
ai-agentsai-evaluationai-data-labelingfinancedata-annotationprompt-engineeringrubric-development

Role Title: Financial Expert


Role Type: Contractor.


Location: Remote


micro1 is engaging Financial Experts to participate in a customer-facing project focused on the evaluation and enhancement of AI agents within financial domains. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Scope of Work

  1. Develop realistic, multi-step finance and business process prompts that mirror actual industry workflows.
  2. Create detailed, objective rubrics to assess the quality, accuracy, and completeness of AI-generated outputs.
  3. Review and evaluate AI agent responses using your rubrics, providing structured, actionable feedback.
  4. Leverage Microsoft 365 applications (Excel, Word, PowerPoint, Outlook) to design and review tasks reflective of modern financial practices.
  5. Ensure all assessments and feedback are documented with clarity and precision in written English.
  6. Collaborate asynchronously with project coordinators to align on deliverable standards and expectations.


Preferred Qualifications

  1. Professional background in finance, accounting, FP&A, banking, consulting, or related fields.
  2. Strong expertise with Microsoft 365 tools, especially Excel, for analytical and documentation purposes.
  3. Exceptional written and verbal communication skills, with the ability to convey complex financial concepts clearly.
  4. Demonstrated attention to detail and consistency in following comprehensive evaluation guidelines.
  5. Ability to independently produce objective, structured assessments against well-defined criteria.
  6. Nice to have: experience in rubric development, data annotation, or AI model evaluation projects.

How we rate this

Financial Expert at micro1 rates 70 out of 100 for how much of the daily work is AI. That makes it Works on AI (AI Level 3 of 4). The level is about AI in the job, not seniority.

Classification

Works on AI. The daily work is on AI products, without building the model.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

AI agentsAI EvaluationAI Data LabelingFinanceData AnnotationPrompt engineeringRubric DevelopmentExcel

Questions you could be asked

  1. How do you decide when an AI agent can act on its own versus asking for approval first?
  2. How do you decide that one model's output is better than another's for a given task?
  3. How do you keep labeling instructions consistent across a large annotation team?
  4. Tell me about a project where finance was part of your work. What did you do?
  5. Tell me about a project where data annotation was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: AI agents, AI Evaluation, AI Data Labeling, Finance, and Data Annotation. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
  • Show where AI is part of your daily process, not a one-off project. This role expects it to be a running habit.

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