Review AI-generated finance outputs, verify figures and rules against authoritative sources, perform quantitative checks and recomputations, assess financial reasoning, provide structured feedback on model performance, and collaborate with researchers to improve models.
Key Responsibilities
- Review AI-generated outputs across a range of finance topics
- Verify figures and rules against authoritative sources, including quantitative checks
- Assess financial reasoning and provide structured feedback on model performance
- Collaborate with researchers to assess and improve model performance
3. Ideal Qualifications
- U.S.-based finance professional with a recognized credential — CPA, EA, CFP, or CFA (in good standing where applicable)
- 2+ years in a substantive finance role (tax, financial planning, analysis, IB/PE, or advisory)
- Demonstrated ability to verify figures and rules against authoritative sources, including basic quantitative checks
- Strong quantitative verification — able to independently recompute a stated figure
- Comfort checking rules in unfamiliar systems against official sources
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