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Financial Planning Advisor

Mercorabout 21 hours ago
Remote
Greater Montreal Metropolitan Area
Mid Level
part_time

About the role

About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .

Position: Finance Specialist

Type: Independent Contractor Compensation: $50/hour Location: Remote Duration: 1 week (with possibility for extension) Commitment: ~10 hours/week Role Responsibilities

  • Design and write detailed prompts for generating complex financial Excel models.
  • Review and refine AI-generated spreadsheets for structural integrity and formula accuracy.
  • Ensure financial logic, dynamic formulas, and input-calculation separation are correctly implemented.
  • Contribute models such as amortization schedules, lease accounting (ASC 842), bank reconciliations, and fixed asset rolls.
  • Deliver fully functional, formula-dense Excel files that meet rigorous quality standards.
  • Utilize a State-of-the-Art AI Agent to create advanced Excel files.

Qualifications Must-Have

  • 3+ years of experience in accounting, audit, or financial reporting.
  • Strong proficiency in Microsoft Excel, including complex formulas, modeling, and spreadsheet architecture.
  • Meticulous attention to detail and ability to verify mathematical and structural accuracy.
  • Experience creating or auditing Excel models used in professional settings.

Compensation & Legal

  • $50 per completed and approved Excel model.
  • Payments issued weekly for accepted deliverables.
  • Independent contractor arrangement.

Application Process (Takes 20–30 mins to complete)

  • Submit your resume to express interest.
  • Candidates may be asked to complete a short Excel task as part of the evaluation.

Resources & Support

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. ,

About Mercor

Software Development
51-200

We use AI to understand human ability and match talent with the opportunities they're best suited for.