Financial Quality Assurance Lead (QAL)

Skills

About this role

In this hourly, remote contractor role, you will work as a Finance Quality Assurance Lead (QAL) to oversee quality, consistency, and trainer performance across finance AI training projects. You will review AI-generated finance content and trainer/QA work, evaluate output quality against project guidelines, provide precise written feedback, and ensure that all contributors follow the expected quality standards.

Finance, Financial Analysis, Investment Analysis

Responsibilities

• Quality monitoring: Spot-check finance items, identify quality issues, provide ongoing feedback through DMs, and escalate recurring or critical issues.
• Financial review: Evaluate AI-generated finance explanations, financial calculations, investment analyses, accounting interpretations, valuation workflows, risk discussions, market summaries, and problem-solving steps for accuracy, clarity, and appropriate caution.
• Trainer and QA communication: Update trainers and QAs on Discord about new item guidelines, project changes, workflow updates, quality expectations, and finance-review-specific standards.
• Question handling: Respond to trainer/QA questions clearly and promptly, especially around financial reasoning, formulas, assumptions, accounting treatment, and valuation logic.
• Trainer/QA activation management: DM contributors who are inactive or not working, encourage activation, track follow-ups, and flag availability issues when needed.

Qualifications

• Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, Financial Engineering, Quantitative Finance, or a closely related field.
• Strong grasp of the English language to follow project guidelines, communicate with teams, and provide clear finance-review feedback in English.
• 3+ years of professional experience in finance, financial analysis, investment analysis, corporate finance, accounting, banking, valuation, FP&A, risk management, audit, fintech, financial operations, or related workflows.
• Strong understanding of core finance topics such as financial statements, valuation, corporate finance, capital markets, investments, portfolio concepts, risk analysis, budgeting, forecasting, accounting principles, financial ratios, and time value of money.
• Ability to evaluate finance content against detailed rubrics and identify issues such as incorrect assumptions, flawed calculations, unsupported investment claims, missing caveats, or hallucinated financial facts.