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.
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.
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.
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.
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.
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.
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.
Supply chain practitioners work through ERP tasks, build simple demand forecasts and supplier scorecards, analyse stock levels and produce Excel reports as input for AI training. Five years of hands-on SAP, Oracle or NetSuite use in a supply chain role. Fifty openings, $55–100/hour.
Design complex finance scenarios from your own practice, build the models, memos and data behind them, then author and evaluate tasks that train AI agents. Priority on IB and M&A, PE and private credit, and corporate finance. 3+ years at a recognized institution, currently in the field, 10+ hours a week. $100/hour, remote.
Build a live-formula Excel model of a consumer and leisure deal from a synthetic document pack, then peer-review two other contractors' models against fixed criteria. For PE associates with ~2 years of IB plus 1–2 years at a mid-market or large-cap fund. Europe and UK, about 20–25 hours over 1.5–2 weeks, $80–100/hour.
Fortune 500 and top-consultancy professionals: design complex PowerPoint, Excel and Word tasks, work them through four-turn conversations with an LLM that edits Office files, and pick the better of two outputs each turn. 99 openings, contractor, $20–60/hour.
Design pricing, reserving and valuation scenarios, write golden actuarial answers, and grade AI responses for method, math and assumption quality. Open to actuaries in any practice area with 2+ years; credentials are a bonus. $80/hour, remote, minimum 20 hours a week.
Bring B2B sales experience in technical and scientific materials to an AI training project: prospecting and qualifying leads, translating technical value into business benefit for non-technical buyers, and handling objections, with written feedback for model training. 50 openings, contractor, $45–85/hour.
Strategy analysts and management consultants: take messy business problems, structure them, run basic Excel analysis and build executive-ready decks with one or two clear recommendations, as training data for AI. 50 openings, contractor, $60–120/hour.
Bring hands-on RevOps judgment (CRM configuration, quoting, billing and ticketing integrations, data hygiene, policy conflicts) to an AI training project for SaaS revenue teams. Four years in a SaaS ops role with direct CRM ownership is required. Ten openings, $40–80/hour.
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