Excel Team Lead

About this role

In this hourly, remote contractor role, you will work as an Excel Quality Assurance Lead (QAL) to oversee quality, consistency, and trainer performance across Excel and spreadsheet AI training projects. You will review AI-generated Excel formulas, spreadsheet workflows, analysis explanations, and trainer/QA work; evaluate output quality against project guidelines; provide precise written feedback; and ensure contributors follow expected quality standards.

Excel, Financial Modeling, Data Analysis

Responsibilities

• Spot-check Excel/spreadsheet items and provide feedback through DMs.
• Review AI-generated formulas, spreadsheet workflows, financial models, data-cleaning steps, pivot-table guidance, charts, and explanations.
• Communicate guideline changes and Excel-specific standards on Discord.
• Answer questions around formulas, references, lookup logic, dynamic arrays, and pivot tables.
• DM inactive contributors and manage activation follow-ups.

Qualifications

• Bachelor's or Master's degree in Finance, Accounting, Business, Data Analytics, Economics, Statistics, Operations, Information Systems, or equivalent professional experience.
• Strong grasp of English to follow guidelines and provide clear feedback.
• 3+ years of professional experience using Excel for analysis, reporting, financial modeling, operations, BI, accounting, data cleaning, training, or spreadsheet QA.
• Strong understanding of formulas, functions, cell references, lookup logic, dynamic arrays, pivot tables, charts, conditional formatting, data validation, and spreadsheet modeling best practices.
• Ability to identify issues such as incorrect formulas, wrong references, circular logic, poor assumptions, or missing edge cases.