Show an AI project how bankers actually use tools like Rogo, Hebbia, Model ML and Claude for Financial Services in modelling, research and deal work, and grade AI-driven analysis for accuracy. For analysts, associates and VPs who use these tools daily. 10 openings, contractor, $150–220/hour.
Budget, review transactions and organise accounts on securely connected UK bank accounts, advise on ISAs, pensions and SIPPs, mortgages and Self Assessment, and grade AI financial advice against rubrics. UK residence, 4+ years and credentials such as CFP, DipPFS or ACA preferred. 30 openings, $90–110/hour.
Work through real Canadian household finance tasks on securely linked bank accounts, advise on RRSPs, TFSAs, FHSAs, mortgages and CRA filing, and grade AI financial guidance against rubrics. Canadian credentials such as CFP or CPA and 4+ years preferred. 30 openings, $90–110/hour.
Prepare and review U.S. federal and state returns in CCH ProSystem fx Tax from provided scenarios, clear diagnostics, catch data-entry errors and document each workflow step. Hands-on ProSystem fx experience with individual, corporate and partnership returns preferred. 20 openings, $90–170/hour.
Negotiate and redline ISDA Master Agreements in simulated exercises, grade how an AI handles derivatives scenarios, and write the criteria that score it. Three years in derivatives documentation is the bar. 50 openings, part-time, task-based pay at $90–130/hour with roughly 3.5 hours per task.
Complete and document realistic U.S. federal and state tax workflows in UltraTax CS, review calculations for errors, and build example scenarios that become training data for AI systems. Hands-on UltraTax CS experience with individual and business returns preferred. 20 openings, $90–170/hour.
Use the Bloomberg Terminal the way an analyst does (company and security research, market data, portfolio analysis) and document each workflow so AI systems can learn it. 40 openings, remote contractor, $90–170/hour.
A short-term project evaluating AI-driven US tax filing workflows against rubrics, using your own 2025 tax documents and connecting your own bank accounts (via Plaid), Gmail and Google Drive. No tax credential needed; having filed 2025 US taxes is. Thirty openings, contractor, $35–110/hour.
Work through realistic Salesforce CRM workflows (leads, opportunities, reports, dashboards, Flow automation) and document each step so AI systems can learn how the platform is really used. 40 openings, remote contractor, $28–92/hour, no AI experience needed.
Build and document realistic Airtable workflows (bases, views, automations, forms, interfaces) for an AI training project, and judge whether workflow instructions match how Airtable is really used. 40 openings, remote contractor, $30–100/hour.
Economists with a Master's or PhD and a year or more at a top research institution (World Bank, IMF, the Fed, a graduate school) work on a research project for a leading foundation-model AI lab. Remote contract at $120–150/hour, at least 10 hours a week for a minimum of four weeks.
Use your QuickBooks Online or Desktop experience on an AI training project: run invoicing, bill pay and reconciliations, review P&L, balance sheet and cash flow reports, and flag accounting errors. 40 openings, remote contractor, $90–170/hour.
Former management consultants rebuild and critique PowerPoint slides for storyline, structure and visual clarity, so AI learns to produce client-ready decks. At least two years client-facing at a consulting firm required. US, UK or Canada. 15 openings, contractor, $150–350/hour.
Finance professionals rebuild and critique PowerPoint slides that carry financial analysis, valuation and investor messaging, so AI learns what a board-ready deck looks like. US, UK or Canada. 5 openings, contractor, $150–350/hour.
LATAM-based English speakers place and take short phone calls to US businesses on customers' behalf (reservations, appointments, vendor confirmations) as part of an AI training project. Paid for scheduled hours: four 5-hour shifts a week, initial 4-week engagement. $18–28/hour, 49 openings.
Remote hourly contract for financial analysts, accountants and business analysts who already use Excel on their own Mac. $60–70/hour, paid weekly via Stripe or Wise. Mac Excel specifically, not Windows; you need your own Microsoft licence and a display above 2.5 megapixels.
Broker-dealer and RIA compliance staff review mock periodic reviews, Reg BI rollovers, marketing pieces and alternatives books, producing rubric-graded compliance deliverables for AI training. US-based, about 15 hours a week, listed at $100–130/hour. Needs 3+ years in US securities compliance.
Review financial statements against GAAP or IFRS, assess audit procedures and internal controls, build and check Excel models, and turn real engagements into case studies that teach an AI how finance work is done. Five years in reporting, audit or tax is the stated bar. Fifteen openings, contractor, $60–75/hour.
Work through real Stripe workflows (customers, payments, invoices, subscriptions, refunds, disputes) while recording your screen, then write prompts and rubrics from what you did. Needs current Stripe access; prior human data work preferred. Forty openings, $90–170/hour.
Turn everyday accounting work into AI training data: design scenarios from your own practice, review AI outputs for GAAP/IFRS accuracy and judgment, and write structured feedback. Any specialty, from audit and tax to bookkeeping and forensics. US only, 3+ years and a CPA, CA, ACCA, CMA or EA required. $80/hour.
Design realistic Fortune 500 style business tasks (financial models, executive decks, proposals, reports), put them to language models, compare the answers and write up what each gets right and wrong. Three years of business experience is the preferred bar. $35–50/hour, 100 openings, contractor, remote.
Build and review equity research training data: earnings analysis, estimate revisions, peer benchmarking, model critiques and investment theses written for an AI to learn from. Sell-side associates who owned company models, and lead analysts up to VP or Director, are the target. Twenty-five openings, contractor, $175–300/hour.
Audit a SaaS CRM that has drifted from policy: contradictory rules, automations enforcing retired policy, one customer under two legal names, permissions that don't match the docs. Decide what wins and document it for AI training. 4–6 years CRM admin. 30 openings, contractor, $35–80/hour.
Build, fix and critique the core work of an M&A team (target screens, comps, Excel valuation and transaction models, pitchbook pages) and explain the accounting and deal sensitivities behind them, to train AI. Former senior associates and VPs from M&A or coverage teams. Twenty-five openings, contractor, $175–300/hour.
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