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Financial Expert - SMB-AI Researcher

Job in Menlo Park, San Mateo County, California, 94029, USA
Listing for: Insight Global
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance, AI Evaluation, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below

Job Description

An employer is looking for a Finance Expert to join their cutting-edge GenAI team and help build foundational AI models from the ground up. They're looking for talented Finance subject-matter experts (SMEs) to bring deep domain expertise and elevate the quality of our AI training data. This is a remote, flexible opportunity to collaborate directly with their AI research teams.

What You’ll Do:

Guide research teams to close knowledge gaps and improve AI model performance in your domain.

Create and maintain precise annotation standards tailored to your finance specialty. As a domain SME, you’ll set the gold standard for quality and rigor.

Design challenging, domain-relevant finance tasks across multiple specializations, and write accurate and well-structured solutions to finance tasks.

Evaluate finance tasks and solutions and provide clear, written feedback

Skills and Requirements

Education:

A Master's or Ph.D. degree in a relevant field related to the domain of expertise

Experience:

A minimum of 3 years professional experience in Finance.

Deep Knowledge:
Demonstrated deep understanding and expertise in Finance.

Communication

Skills:

Strong written and verbal communication skills to effectively convey complex ideas and guidance to internal teams and external vendors.

Analytical

Skills:

Exceptional analytical abilities to identify trends, evaluate annotation quality, and provide actionable feedback.

Collaboration:

Proven ability to work collaboratively with cross-functional teams and external partners to achieve shared goals.

Adaptability:
Flexibility and willingness to learn and adapt to new technologies and processes in a rapidly evolving environment.

Expert level finance experience working with small business on financial and tax planningCPA, CFP, and/or CFA

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

We are an equal employment opportunity/affirmative action employer that believes everyone matters.

Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to

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